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Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
951
Grant Private Wealth Management
California
$903K +$800K +5,099 New
DT
952
Diversified Trust
Tennessee
$902K +$417K +2,659 +109%
EHC
953
Everett Harris & Co
California
$899K -$1.41K -9 -0.2%
MWM
954
Modera Wealth Management
New Jersey
$896K -$184K -1,174 -19%
DIG
955
DeepCurrents Investment Group
New York
$896K -$102K -652 -11%
DSA
956
Droms Strauss Advisors
Missouri
$895K
SWM
957
Stark Wealth Management
Pennsylvania
$893K +$792K +5,048 New
SR
958
Syntax Research
Florida
$891K +$51.3K +327 +7%
RIA
959
Richwood Investment Advisors
Ohio
$890K +$35.3K +225 +5%
TFO
960
Tarbox Family Office
California
$889K -$1.25K -8 -0.2%
NW
961
NewEdge Wealth
Pennsylvania
$887K -$130K -828 -14%
WFS
962
Widmann Financial Services
Maryland
$885K
PCM
963
Ping Capital Management
New York
$885K
EFMC
964
Empire Financial Management Company
New York
$885K +$204K +1,300 +35%
CLGM
965
Capitolis Liquid Global Markets
New York
$885K +$785K +5,000 New
CFO
966
Callan Family Office
Pennsylvania
$884K +$784K +4,997 New
DZ Bank
967
DZ Bank
Germany
$883K -$473K -3,016 -38%
OFS
968
OneAscent Financial Services
Alabama
$876K +$486K +3,094 +167%
RWM
969
Ritholtz Wealth Management
New York
$875K -$46.3K -295 -6%
SCM
970
Stonebridge Capital Management
California
$873K
DAC
971
Dividend Assets Capital
South Carolina
$873K -$32K -204 -4%
TCA
972
Transcend Capital Advisors
New Jersey
$871K +$9.57K +61 +1%
SCM
973
Stevens Capital Management
Pennsylvania
$870K -$693K -4,419 -47%
WAM
974
Wallington Asset Management
Indiana
$867K
CPSC
975
Carl P. Sherr & Co
Massachusetts
$866K +$768K +4,891 New