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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
951
Campion Asset Management
Virginia
$674K
AG
952
AIA Group
Hong Kong
$673K +$62.5K +190 +11%
JCM
953
Jacobi Capital Management
Pennsylvania
$672K +$5.6K +17 +0.9%
CWP
954
Concord Wealth Partners
Virginia
$671K +$118K +359 +24%
SC
955
Scotia Capital
Ontario, Canada
$670K -$65.8K -200 -10%
APG
956
Abacus Planning Group
South Carolina
$670K +$4.61K +14 +0.8%
CT
957
Caldwell Trust
Florida
$667K +$38.8K +118 +7%
PCM
958
Parsons Capital Management
Rhode Island
$660K
WCP
959
Welch Capital Partners
New York
$659K
MWM
960
Modera Wealth Management
New Jersey
$658K +$27.3K +83 +5%
CFAM
961
Center For Asset Management
Florida
$654K +$14.2K +43 +2%
PWM
962
Paulson Wealth Management
Illinois
$652K
HI
963
Humankind Investments
New York
$651K -$68.5K -208 -10%
DLA
964
Douglas Lane & Associates
New York
$648K +$588K +1,785 New
CA
965
Clearstead Advisors
Ohio
$647K +$3.95K +12 +0.7%
CFG
966
Cooper Financial Group
California
$645K -$105K -319 -15%
LAM
967
Lingohr Asset Management
Germany
$645K -$211K -641 -27%
GBT
968
Grove Bank & Trust
Florida
$644K
PWM
969
Palumbo Wealth Management
New York
$642K +$2.3K +7 +0.4%
IAS
970
Insigneo Advisory Services
Florida
$636K +$39.8K +121 +7%
FCI
971
Financial Counselors Inc
Kansas
$635K +$12.5K +38 +2%
PCA
972
Prosperity Capital Advisors
Ohio
$628K +$277K +841 +95%
TFM
973
TFC Financial Management
Massachusetts
$628K +$329 +1 +0.1%
DA
974
Detalus Advisors
Missouri
$626K +$323K +981 +132%
PPWP
975
Premier Path Wealth Partners
New Jersey
$625K -$20.1K -61 -3%