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Name Holding Trade Value Shares
Change
Change in
Stake
HT
951
Heritage Trust
Oklahoma
$1.17M +$68.8K +331 +6%
LWAM
952
Legacy Wealth Asset Management
Minnesota
$1.17M -$8.1K -39 -0.7%
BWA
953
BDO Wealth Advisors
Florida
$1.17M +$24.3K +117 +2%
CGA
954
Crescent Grove Advisors
Illinois
$1.17M -$13.3K -64 -1%
PNC
955
Park National Corp
Ohio
$1.16M +$4.99K +24 +0.4%
FFM
956
Forum Financial Management
Illinois
$1.16M +$139K +667 +14%
HVM
957
Harvest Volatility Management
Connecticut
$1.16M +$43.8K +211 +4%
FG
958
Fiduciary Group
Georgia
$1.16M -$12K -58 -1%
CWA
959
Consilium Wealth Advisory
Texas
$1.16M -$2.08K -10 -0.2%
AFM
960
Abbot Financial Management
Massachusetts
$1.16M -$8.31K -40 -0.7%
EB
961
Eastern Bank
Massachusetts
$1.16M -$3.53K -17 -0.3%
LFA
962
Legacy Financial Advisors
Kentucky
$1.15M +$59.4K +286 +6%
MAM
963
Mastrapasqua Asset Management
Tennessee
$1.15M +$218K +1,051 +24%
AWAP
964
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M
9WM
965
9258 Wealth Management
Ohio
$1.14M +$208 +1 +0%
IF
966
Integrity Financial
Wyoming
$1.14M -$239K -1,152 -18%
CGL
967
Clarius Group LLC
Washington
$1.14M -$18.1K -87 -2%
PP
968
PDT Partners
New York
$1.14M -$354K -1,704 -24%
GIM
969
Guild Investment Management
California
$1.14M -$78.9K -380 -7%
CCA
970
Cobblestone Capital Advisors
New York
$1.13M -$374K -1,800 -25%
IWA
971
IVC Wealth Advisors
Pennsylvania
$1.13M +$224K +1,077 +25%
MFS
972
Madrona Financial Services
Washington
$1.13M -$20.1K -97 -2%
GPA
973
Garrison Point Advisors
California
$1.13M -$148K -711 -12%
AGAM
974
Audent Global Asset Management
California
$1.13M +$642K +3,090 +137%
SFP
975
Sandbox Financial Partners
Maryland
$1.13M +$13.7K +66 +1%