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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
626
Dakota Wealth Management
Florida
$724K -$97.1K -320 -12%
GIA
627
GHP Investment Advisors
Colorado
$716K +$174K +572 +34%
P
628
Pitcairn
Pennsylvania
$715K +$94.4K +311 +16%
AIIMS
629
Analyst IMS Investment Management Services
Israel
$713K -$852K -2,806 -55%
GC
630
Grace Capital
Massachusetts
$712K -$152K -500 -18%
HI
631
Horizon Investments
North Carolina
$706K -$433K -1,426 -39%
CAM
632
Cresset Asset Management
Illinois
$695K +$223K +736 +50%
PCS
633
Personal CFO Solutions
New Jersey
$694K +$8.5K +28 +1%
CM
634
Castleark Management
Illinois
$693K +$665K +2,190 New
AC
635
Avestar Capital
New York
$687K +$70.1K +231 +12%
DPIM
636
Duff & Phelps Investment Management
Illinois
$685K – – –
AIC
637
Archer Investment Corporation
Indiana
$683K +$48.6K +160 +8%
JMFC
638
J.M. Forbes & Co
Massachusetts
$681K -$260K -858 -29%
WAM
639
Wealthspire Advisors (Maryland)
Maryland
$679K -$43.1K -142 -6%
GT
640
Greenleaf Trust
Michigan
$673K +$157K +517 +32%
MCM
641
Manchester Capital Management
Vermont
$667K +$46.7K +154 +8%
OFS
642
OneAscent Financial Services
Alabama
$666K -$294K -968 -32%
VFA
643
Valeo Financial Advisors
Indiana
$658K -$11.8K -39 -2%
WF
644
Welch & Forbes
Massachusetts
$649K +$1.52K +5 +0.2%
VEA
645
Virtus ETF Advisers
New York
$638K -$62.2K -205 -9%
HBT
646
Hills Bank & Trust
Iowa
$638K +$23.4K +77 +4%
KCM
647
Kornitzer Capital Management
Kansas
$633K – – –
SACTSONJ
648
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$633K – – –
VFM
649
Viking Fund Management
North Dakota
$633K – – –
WC
650
Winmill & Co
New Hampshire
$633K – – –