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Name Holding Trade Value Shares
Change
Change in
Stake
DFC
601
DB Fitzpatrick & Co
Idaho
$1.04M -$49.8K -220 -5%
HI
602
Horizon Investments
North Carolina
$1.04M -$55.3K -244 -5%
SFG
603
SevenBridge Financial Group
Pennsylvania
$1.04M -$16.5K -73 -2%
AP
604
Americana Partners
Texas
$1.04M +$310K +1,371 +48%
AAS
605
Avantax Advisory Services
Texas
$1.04M -$10.6K -47 -1%
1IA
606
1834 Investment Advisors
Wisconsin
$1.03M -$396K -1,747 -29%
IPW
607
Inlet Private Wealth
Florida
$1.03M
ISWM
608
Independent Solutions Wealth Management
New York
$1.02M -$47.1K -208 -5%
WWM
609
Western Wealth Management
Colorado
$1.02M +$80.4K +355 +9%
EI
610
EDMP Inc
Florida
$1.02M +$24.7K +109 +3%
WP
611
Waycross Partners
Kentucky
$1.02M
VIM
612
Vinva Investment Management
Australia
$1.01M +$945K +4,175 New
AC
613
Arjuna Capital
North Carolina
$1.01M +$68.2K +301 +8%
MWM
614
Massachusetts Wealth Management
Massachusetts
$1.01M +$27.2K +120 +3%
CT
615
Columbia Trust
Oregon
$1.01M -$1.58K -7 -0.2%
MAM
616
Morse Asset Management
Connecticut
$1.01M -$415K -1,834 -31%
BSW
617
Buckingham Strategic Wealth
Missouri
$1M -$13.8K -61 -1%
MWM
618
Mission Wealth Management
California
$1M -$16.8K -74 -2%
RMC
619
Resources Management Corp
Connecticut
$996K +$905K +3,998 +6,058%
STCOSD
620
Sageworth Trust Company of South Dakota
South Dakota
$993K
SDIC
621
South Dakota Investment Council
South Dakota
$979K -$22.6K -100 -2%
Wellington Management Group
622
Wellington Management Group
Massachusetts
$974K +$310K +1,368 +52%
KPWS
623
Kestra Private Wealth Services
Texas
$962K +$56.8K +251 +7%
FPF
624
First Pacific Financial
Washington
$960K +$10.6K +47 +1%
MYAM
625
Meiji Yasuda Asset Management
Japan
$954K -$36.2K -160 -4%