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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1351
Smithfield Trust
Pennsylvania
$875K
DGAM
1352
Desjardins Global Asset Management
Quebec, Canada
$875K +$5.97K +26 +0.7%
AWM
1353
Avitas Wealth Management
California
$875K +$831K +3,617 New
AW
1354
ACG Wealth
Georgia
$874K -$30.6K -133 -4%
CG
1355
Corundum Group
Colorado
$874K +$435K +1,892 +110%
SF
1356
Summit Financial
New Jersey
$872K +$104K +453 +14%
AIP
1357
Almanack Investment Partners
Pennsylvania
$871K +$235K +1,024 +40%
IP
1358
Intellectus Partners
California
$868K -$2.53K -11 -0.3%
MSU
1359
Mizuho Securities USA
New York
$867K -$2.02M -8,778 -71%
RI
1360
Ridgewood Investments
New Jersey
$867K -$9.88K -43 -1%
LFA
1361
Legacy Financial Advisors
Kentucky
$863K +$34.7K +151 +4%
CPA
1362
Court Place Advisors
Maryland
$860K
WPC
1363
Waters Parkerson & Co
Louisiana
$859K -$2.99K -13 -0.4%
1SB
1364
1ST Source Bank
Indiana
$859K +$21.8K +95 +3%
PIM
1365
Profit Investment Management
Maryland
$859K +$43.9K +191 +6%
KMWM
1366
Keudell/Morrison Wealth Management
Oregon
$855K -$15.6K -68 -2%
AWA
1367
Aaron Wealth Advisors
Illinois
$852K +$29.4K +128 +4%
PWA
1368
Phoenix Wealth Advisors
North Carolina
$848K -$54.2K -236 -7%
FFA
1369
Fairfield Financial Advisors
Massachusetts
$843K +$801K +3,486 New
BFIM
1370
Beese Fulmer Investment Management
Ohio
$839K +$37.9K +165 +5%
EF
1371
Empowered Funds
Pennsylvania
$838K +$99.5K +433 +14%
MCM
1372
Maryland Capital Management
Maryland
$834K -$87.5K -381 -10%
FCCM
1373
First City Capital Management
Georgia
$834K +$15.2K +66 +2%
GWMIA
1374
Global Wealth Management Investment Advisory
Florida
$829K -$8.73K -38 -1%
AWM
1375
Axxcess Wealth Management
California
$823K +$250K +1,088 +47%