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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
951
Highline Wealth Partners
California
$677K – – –
WCBA
952
Weaver C. Barksdale & Associates
Tennessee
$675K – – –
CAM
953
Campion Asset Management
Virginia
$674K – – –
AG
954
AIA Group
Hong Kong
$673K +$62.5K +190 +11%
JCM
955
Jacobi Capital Management
Pennsylvania
$672K +$5.6K +17 +0.9%
CWP
956
Concord Wealth Partners
Virginia
$671K +$118K +359 +24%
SC
957
Scotia Capital
Ontario, Canada
$670K -$65.8K -200 -10%
APG
958
Abacus Planning Group
South Carolina
$670K +$4.61K +14 +0.8%
CT
959
Caldwell Trust
Florida
$667K +$38.8K +118 +7%
PCM
960
Parsons Capital Management
Rhode Island
$660K – – –
WCP
961
Welch Capital Partners
New York
$659K – – –
MWM
962
Modera Wealth Management
New Jersey
$658K +$27.3K +83 +5%
CFAM
963
Center For Asset Management
Florida
$654K +$14.2K +43 +2%
PWM
964
Paulson Wealth Management
Illinois
$652K – – –
HI
965
Humankind Investments
New York
$651K -$68.5K -208 -10%
DLA
966
Douglas Lane & Associates
New York
$648K +$588K +1,785 New
CA
967
Clearstead Advisors
Ohio
$647K +$3.95K +12 +0.7%
CFG
968
Cooper Financial Group
California
$645K -$105K -319 -15%
LAM
969
Lingohr Asset Management
Germany
$645K -$211K -641 -27%
GBT
970
Grove Bank & Trust
Florida
$644K – – –
PWM
971
Palumbo Wealth Management
New York
$642K +$2.3K +7 +0.4%
IAS
972
Insigneo Advisory Services
Florida
$636K +$39.8K +121 +7%
FCI
973
Financial Counselors Inc
Kansas
$635K +$12.5K +38 +2%
PCA
974
Prosperity Capital Advisors
Ohio
$628K +$277K +841 +95%
TFM
975
TFC Financial Management
Massachusetts
$628K +$329 +1 +0.1%