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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1326
Opal Wealth Advisors
New York
$252K +$93.8K +272 +56%
MG
1327
Marex Group
$251K -$24.9M -72,094 -99%
AWA
1328
Arete Wealth Advisors
Illinois
$250K +$260K +755 New
MSR
1329
Main Street Research
Connecticut
$250K -$34.1K -99 -12%
VP
1330
Verum Partners
North Carolina
$249K -$17.9K -52 -6%
AP
1331
Adero Partners
California
$249K -$8.97K -26 -3%
LWL
1332
Leo Wealth LLC
Texas
$249K -$649K -1,883 -71%
MA
1333
Montag & Associates
Georgia
$249K – – –
TNB
1334
Thomasville National Bank
Georgia
$249K – – –
BIA
1335
Barry Investment Advisors
Massachusetts
$247K +$345 +1 +0.1%
PT
1336
Plimoth Trust
Massachusetts
$246K +$690 +2 +0.3%
RAM
1337
Readystate Asset Management
Illinois
$245K +$256K +742 New
MFG
1338
Magnus Financial Group
New York
$244K +$345 +1 +0.1%
MA
1339
MONECO Advisors
Connecticut
$244K -$451K -1,308 -64%
DM
1340
Deerfield Management
New York
$244K +$254K +737 New
AA
1341
Ancora Advisors
Ohio
$243K +$4.48K +13 +2%
SAM
1342
Secure Asset Management
Michigan
$242K -$6.21K -18 -2%
QWP
1343
Quotient Wealth Partners
Texas
$242K +$19.7K +57 +8%
AA
1344
Alesco Advisors
New York
$241K – – –
MKW
1345
Mullaney, Keating & Wright
Connecticut
$240K +$251K +727 New
IFS
1346
Ifrah Financial Services
Arkansas
$240K -$26.2K -76 -9%
AA
1347
Addison Advisors
Vermont
$239K -$38.6K -112 -13%
PSB
1348
Piscataqua Savings Bank
New Hampshire
$239K – – –
WH
1349
Willner & Heller
California
$238K +$1.03K +3 +0.4%
BAM
1350
Berkshire Asset Management
Pennsylvania
$235K -$3.45K -10 -1%