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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1276
Keudell/Morrison Wealth Management
Oregon
$786K +$745K +3,621 New
EWA
1277
Encompass Wealth Advisors
Oregon
$785K -$294K -1,430 -28%
KP
1278
Keel Point
Alabama
$784K -$27.4K -133 -4%
Carnegie Investment Counsel
1279
Carnegie Investment Counsel
Ohio
$783K – – –
AIM
1280
Athena Investment Management
California
$783K +$12.3K +60 +2%
CFO
1281
Custos Family Office
Texas
$777K – – –
DSA
1282
Droms Strauss Advisors
Missouri
$775K -$211K -1,025 -22%
FPI
1283
Financial Plan Inc
Washington
$769K +$729K +3,544 New
Anchor Capital Advisors
1284
Anchor Capital Advisors
Massachusetts
$769K – – –
BSWM
1285
Boston Standard Wealth Management
Massachusetts
$765K +$725K +3,523 New
TCM
1286
Thoma Capital Management
Maryland
$764K +$5.96K +29 +0.8%
Perfromance Wealth Partners
1287
Perfromance Wealth Partners
Illinois
$760K +$267K +1,299 +59%
BFG
1288
Beto Financial Group
Idaho
$760K +$671K +3,261 New
CIA
1289
Citadel Investment Advisory
Ohio
$759K – – –
LA
1290
Lakeside Advisors
Washington
$758K +$30.8K +150 +4%
AWM
1291
Aprio Wealth Management
Georgia
$755K +$211K +1,025 +42%
AHC
1292
Adell Harriman & Carpenter
Texas
$753K +$175K +850 +32%
OL
1293
one8zero8 LLC
North Carolina
$753K +$103K +500 +17%
STS
1294
SG Trading Solutions
Utah
$753K +$714K +3,470 New
LA
1295
Legacy Advisors
Pennsylvania
$752K -$16.2K -79 -2%
Destination Wealth Management
1296
Destination Wealth Management
California
$752K -$10.9K -53 -2%
Ancora Advisors
1297
Ancora Advisors
Ohio
$750K +$136K +662 +24%
Loring Wolcott & Coolidge Fiduciary Advisors
1298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$748K – – –
SAM
1299
Seelaus Asset Management
New Jersey
$748K +$248K +1,205 +54%
CFS
1300
CRA Financial Services
New Jersey
$747K +$18.3K +89 +3%