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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
Meridian Wealth Management
Kentucky
$977K +$1.27K +5 +0.1%
MPPLM
952
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$968K +$168K +658 +22%
HI
953
Harbour Investments
Wisconsin
$967K -$16.8K -66 -2%
WWM
954
Windsor Wealth Management
Indiana
$967K +$59.6K +234 +7%
ATC
955
Adirondack Trust Company
New York
$961K +$20.4K +80 +2%
CIM
956
CIM Investment Management
Pennsylvania
$958K -$17.1K -67 -2%
HCM
957
Hutner Capital Management
Vermont
$956K +$166K +653 +23%
FAM
958
Formidable Asset Management
Ohio
$955K +$594K +2,331 +210%
WB
959
WesBanco Bank
West Virginia
$953K -$5.86K -23 -0.6%
CT
960
Chicago Trust
Illinois
$948K +$558K +2,189 +166%
FIM
961
Freedom Investment Management
Connecticut
$945K +$105K +411 +13%
LSAG
962
Lake Street Advisors Group
New Hampshire
$943K +$19.1K +75 +2%
TW
963
TrinityPoint Wealth
Connecticut
$937K +$7.39K +29 +0.8%
ECM
964
ExodusPoint Capital Management
New York
$934K +$572K +2,245 +185%
ARMT
965
Amica Retiree Medical Trust
Rhode Island
$932K
UR
966
USCA RIA
Texas
$925K +$3.82K +15 +0.4%
MCCP
967
Mission Creek Capital Partners
California
$920K +$50K +196 +6%
LWM
968
Laidlaw Wealth Management
New York
$919K -$24.7K -97 -3%
Lido Advisors
969
Lido Advisors
California
$915K -$27.5K -108 -3%
WAM
970
Wolverine Asset Management
Illinois
$907K +$856K +3,360 New
AC
971
Avestar Capital
New York
$902K -$3.06K -12 -0.4%
IWC
972
Integrated Wealth Concepts
Massachusetts
$902K +$74.2K +291 +10%
AF
973
Arrow Financial
New York
$901K
PCM
974
Peregrine Capital Management
Minnesota
$901K
ACH
975
ArrowMark Colorado Holdings
Colorado
$896K