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Name Holding Trade Value Shares
Change
Change in
Stake
MMM
776
Mendel Money Management
Illinois
$384K +$363K +1,109 New
WC
777
Wexford Capital
Florida
$381K -$427K -1,305 -54%
MC
778
Moors & Cabot
Massachusetts
$380K +$14.7K +45 +4%
NL
779
NWAM LLC
Washington
$379K +$359K +1,096 New
CFP
780
Catalyst Financial Partners
Massachusetts
$378K +$13.1K +40 +4%
FC
781
Forte Capital
New York
$377K -$14.7K -45 -4%
TCOO
782
Trust Company of Oklahoma
Oklahoma
$371K +$11.8K +36 +3%
NPF
783
Norris Perne & French
Michigan
$370K – – –
Waverly Advisors
784
Waverly Advisors
Alabama
$370K +$29.4K +90 +9%
DIM
785
Delta Investment Management
California
$364K +$3.6K +11 +1%
SPC
786
Spirepoint Private Client
Florida
$364K -$18K -55 -5%
GM
787
GeoWealth Management
Illinois
$363K -$22.6K -69 -6%
Bradley Foster & Sargent
788
Bradley Foster & Sargent
Connecticut
$362K +$343K +1,047 New
AI
789
Atom Investors
Texas
$362K +$342K +1,046 New
AO
790
Advisor OS
Illinois
$361K -$58.6K -179 -15%
Kestra Private Wealth Services
791
Kestra Private Wealth Services
Texas
$359K -$981 -3 -0.3%
Bowen Hanes & Co
792
Bowen Hanes & Co
Florida
$358K – – –
Aptus Capital Advisors
793
Aptus Capital Advisors
Alabama
$358K +$31.1K +95 +10%
MLFP
794
MPS Loria Financial Planners
Illinois
$356K – – –
APG
795
Abacus Planning Group
South Carolina
$355K +$14.7K +45 +5%
JWA
796
JFS Wealth Advisors
Pennsylvania
$355K -$70.3K -215 -17%
AWA
797
Aaron Wealth Advisors
Illinois
$355K +$88.7K +271 +36%
FAIM
798
Financial Advocates Investment Management
Washington
$354K -$3.27K -10 -1%
Belpointe Asset Management
799
Belpointe Asset Management
Nevada
$350K +$60.5K +185 +22%
Robertson Stephens Wealth Management
800
Robertson Stephens Wealth Management
California
$347K +$328K +1,002 New