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Name Holding Trade Value Shares
Change
Change in
Stake
EM
926
Excalibur Management
Massachusetts
$410K -$5.43K -19 -1%
BHPW
927
Beverly Hills Private Wealth
California
$410K -$32.6K -114 -7%
Empower Advisory Group
928
Empower Advisory Group
Colorado
$409K -$31.4K -110 -7%
ZIM
929
Zacks Investment Management
Illinois
$407K +$6K +21 +1%
WSC
930
Wellington Shields & Co
New York
$406K -$343K -1,200 -45%
FIA
931
Foundations Investment Advisors
Arizona
$403K -$37.7K -132 -8%
MWM
932
Modera Wealth Management
New Jersey
$403K -$10.3K -36 -2%
WS
933
Wela Strategies
Georgia
$402K -$286 -1 -0.1%
NB
934
NBT Bank
New York
$401K +$41.4K +145 +11%
CI
935
Cigna Investments
Connecticut
$399K -$7.43K -26 -2%
PT
936
Plimoth Trust
Massachusetts
$395K -$7.14K -25 -2%
CC
937
Corton Capital
Ontario, Canada
$392K +$405K +1,416 New
EH
938
Equitable Holdings
New York
$392K -$40.9K -143 -9%
ST
939
Sageworth Trust
Pennsylvania
$390K
IWA
940
Icon Wealth Advisors
Texas
$388K +$127K +444 +50%
CIC
941
Cutler Investment Counsel
Oregon
$384K +$52.9K +185 +15%
EWM
942
Evercore Wealth Management
New York
$383K
PA
943
Procyon Advisors
Connecticut
$383K -$9.43K -33 -2%
FFA
944
Founders Financial Alliance
North Carolina
$381K -$15.7K -55 -4%
AO
945
Advisor OS
Illinois
$380K -$15.4K -54 -4%
HWA
946
HHM Wealth Advisors
Tennessee
$379K +$359K +1,255 +1,091%
GCM
947
Gallacher Capital Management
Colorado
$379K +$392K +1,370 New
BHBT
948
Burke & Herbert Bank & Trust
Virginia
$378K -$1.72K -6 -0.4%
MSFS
949
Main Street Financial Solutions
Pennsylvania
$377K +$6K +21 +2%
BAM
950
Belpointe Asset Management
Nevada
$376K +$1.43K +5 +0.4%