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Name Holding Trade Value Shares
Change
Change in
Stake
DP
1176
Dearborn Partners
Illinois
$725K -$379K -363 -35%
Massachusetts Financial Services
1177
Massachusetts Financial Services
Massachusetts
$724K -$3.13K -3 -0.4%
Members Trust
1178
Members Trust
Florida
$723K +$3.13K +3 +0.4%
AWC
1179
Abundance Wealth Counselors
Pennsylvania
$720K -$102K -98 -13%
TW
1180
Traveka Wealth
California
$719K -$8.35K -8 -1%
CSA
1181
Cornerstone Select Advisors
Missouri
$718K -$48K -46 -6%
BL
1182
Balentine LLC
Georgia
$718K +$175K +168 +33%
BFO
1183
Biltmore Family Office
North Carolina
$715K +$697K +668 New
EFG
1184
Everhart Financial Group
Ohio
$713K +$368K +353 +113%
OIS
1185
OneAscent Investment Solutions
Alabama
$711K -$63.6K -61 -8%
SAI
1186
Savvy Advisors Inc
New York
$710K +$162K +155 +31%
AWMM
1187
Aegis Wealth Management (Maryland)
Maryland
$709K -$12.5K -12 -2%
SMA
1188
Seven Mile Advisory
New Jersey
$709K -$156K -150 -18%
IRP
1189
Investment Research Partners
Pennsylvania
$707K -$8.35K -8 -1%
SCM
1190
SCS Capital Management
Massachusetts
$705K +$274K +263 +66%
GVAG
1191
Great Valley Advisor Group
Delaware
$704K +$45.9K +44 +7%
4WM
1192
44 Wealth Management
Oregon
$703K +$7.3K +7 +1%
LCWP
1193
Legacy Capital Wealth Partners
Arkansas
$702K +$41.7K +40 +6%
HW
1194
Hancock Whitney
Mississippi
$702K -$9.39K -9 -1%
BTW
1195
Boston Trust Walden
Massachusetts
$701K – – –
BDFN
1196
Bond & Devick Financial Network
Minnesota
$699K – – –
LI
1197
Louisbourg Investments
New Brunswick, Canada
$695K -$209K -200 -24%
HR
1198
Hardy Reed
Mississippi
$695K +$9.39K +9 +1%
PGDP
1199
Pragma Gestao de Patrimonio
Brazil
$695K +$678K +650 New
NA
1200
Nautilus Advisors
California
$693K -$24K -23 -3%