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Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
1201
Investment Partners Asset Management
New Jersey
$935K -$5.48K -4 -0.6%
AAM
1202
Auxier Asset Management
Oregon
$935K +$6.85K +5 +0.7%
KP
1203
Keel Point
Alabama
$934K -$910K -664 -48%
LA
1204
Legacy Advisors
Pennsylvania
$934K -$20.6K -15 -2%
JWM
1205
JGP Wealth Management
Oregon
$931K +$2.74K +2 +0.3%
IIWM
1206
Investment Insight Wealth Management
New York
$931K +$5.48K +4 +0.6%
SVWAG
1207
Sound View Wealth Advisors Group
Georgia
$930K -$48K -35 -5%
HCMT
1208
Highland Capital Management (Tennessee)
Tennessee
$930K +$5.48K +4 +0.6%
AWA
1209
Acumen Wealth Advisors
Tennessee
$929K -$3.3M -2,410 -77%
RWMG
1210
Redwood Wealth Management Group
New Jersey
$929K – – –
TW
1211
Traveka Wealth
California
$925K +$38.4K +28 +4%
CWM
1212
Cooke Wealth Management
California
$925K – – –
HA
1213
Harbor Advisors
Florida
$925K – – –
FH
1214
FWG Holdings
Florida
$922K +$423K +309 +78%
MIM
1215
Martin Investment Management
Florida
$922K -$188K -137 -16%
NP
1216
NorthRock Partners
Minnesota
$920K +$227K +166 +31%
BMC
1217
Benin Management Corp
Connecticut
$917K -$1.58M -1,151 -62%
ISL
1218
Ingalls & Snyder LLC
New York
$914K +$91.8K +67 +11%
JSL
1219
JT Stratford LLC
Georgia
$913K +$61.7K +45 +7%
QP
1220
Quilter Plc
United Kingdom
$911K +$630K +460 +200%
IRP
1221
Investment Research Partners
Pennsylvania
$910K +$38.4K +28 +4%
Members Trust
1222
Members Trust
Florida
$909K +$16.4K +12 +2%
CWM
1223
Challenger Wealth Management
California
$901K -$41.1K -30 -4%
IAAG
1224
Innovative Asset Advisors Group
Connecticut
$898K +$932K +680 New
ZIM
1225
Zacks Investment Management
Illinois
$897K +$330K +241 +55%