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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
951
Advisors Capital Management
New Jersey
$559K +$57.2K +64 +11%
OL
952
Optas LLC
Texas
$558K -$47.4K -53 -7%
HIC
953
Holderness Investments Company
North Carolina
$558K +$25K +28 +4%
APWM
954
Argonautica Private Wealth Management
Massachusetts
$556K +$8.94K +10 +2%
CWP
955
Curated Wealth Partners
California
$556K -$3.58K -4 -0.6%
AWM
956
Aprio Wealth Management
Georgia
$552K +$8.94K +10 +2%
NP
957
NorthRock Partners
Minnesota
$552K +$16.1K +18 +3%
GWM
958
Greenwich Wealth Management
Connecticut
$550K +$34.9K +39 +6%
EB
959
Eastern Bank
Massachusetts
$540K +$26.8K +30 +5%
HI
960
Harrington Investments
California
$539K +$197K +220 +52%
SM
961
Sweeney & Michel
California
$538K +$25K +28 +4%
MA
962
Montag & Associates
Georgia
$537K -$299K -335 -34%
WANY
963
Wealthspire Advisors (New York)
New York
$537K +$42K +47 +8%
MAS
964
Meeder Advisory Services
Ohio
$534K +$76.9K +86 +15%
DA
965
Dover Advisors
Virginia
$533K +$572K +640 New
MCM
966
Magnolia Capital Management
New York
$533K – – –
BC
967
Burney Company
Virginia
$532K -$249K -279 -30%
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$532K +$3.58K +4 +0.6%
ACA
969
Aptus Capital Advisors
Alabama
$532K +$256K +286 +81%
SFG
970
Synergy Financial Group
California
$531K – – –
WWM
971
Western Wealth Management
Colorado
$530K -$178K -199 -24%
SFI
972
Siemens Fonds Invest
Germany
$526K – – –
1IA
973
1834 Investment Advisors
Wisconsin
$526K +$201K +225 +55%
RMAM
974
Raab & Moskowitz Asset Management
New Jersey
$523K +$21.5K +24 +4%
LCWP
975
Legacy Capital Wealth Partners
Arkansas
$522K +$56.3K +63 +11%