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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1576
Cassaday & Co Wealth Management
Virginia
$969K -$71.1K -251 -7%
PA
1577
PFW Advisors
Georgia
$969K -$254K -895 -21%
BOPW
1578
Brandywine Oak Private Wealth
Pennsylvania
$968K
BMC
1579
Beaton Management Company
Massachusetts
$966K -$7.08K -25 -0.7%
HKAM
1580
Horizon Kinetics Asset Management
New York
$965K -$39.9K -141 -4%
HFRG
1581
Houlihan Financial Resource Group
Virginia
$964K
IIC
1582
Integrated Investment Consultants
Michigan
$961K -$356K -1,255 -27%
LAM
1583
Lummis Asset Management
Texas
$961K
ESB
1584
Essex Savings Bank
Connecticut
$960K -$214K -754 -18%
MA
1585
MONECO Advisors
Connecticut
$960K -$216K -764 -18%
CWM
1586
Chesapeake Wealth Management
Virginia
$956K -$5.67K -20 -0.6%
WLIM
1587
White Lighthouse Investment Management
Massachusetts
$955K -$3.4K -12 -0.3%
CCA
1588
Cypress Capital Advisors
Tennessee
$954K +$9.63K +34 +1%
FCCM
1589
First City Capital Management
Georgia
$950K
BCM
1590
Bourgeon Capital Management
Connecticut
$948K -$10.3M -36,278 -91%
TA
1591
TFB Advisors
Kansas
$944K -$107K -378 -10%
FSA
1592
Franklin Street Advisors
North Carolina
$943K -$5.96M -21,044 -86%
Walleye Capital
1593
Walleye Capital
New York
$941K -$824K -2,910 -46%
CA
1594
Claro Advisors
Massachusetts
$938K -$216K -761 -18%
MAWA
1595
Moss Adams Wealth Advisors
Washington
$935K +$16.7K +59 +2%
AIMA
1596
Ables Iannone Moore & Associates
Georgia
$934K -$4.53K -16 -0.5%
W
1597
Wealthquest
Ohio
$929K -$33.7K -119 -3%
LFA
1598
Legacy Financial Advisors
Kentucky
$927K -$927K -3,272 -50%
PPW
1599
Pasadena Private Wealth
California
$927K
EFA
1600
Evernest Financial Advisors
Indiana
$927K +$90.4K +319 +11%