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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
926
Asset Dedication LLC
California
$570K
NFA
927
Northern Financial Advisors
Michigan
$569K
MFA
928
Mayflower Financial Advisors
Massachusetts
$568K +$11.2K +32 +2%
HBW
929
Hazlett, Burt & Watson
West Virginia
$566K +$351 +1 +0.1%
FFM
930
Forum Financial Management
Illinois
$563K +$160K +455 +39%
BIM
931
Baldwin Investment Management
Pennsylvania
$561K -$163K -465 -22%
BAM
932
Belpointe Asset Management
Nevada
$560K -$36.9K -105 -6%
LAM
933
L2 Asset Management
Massachusetts
$558K +$35.1K +100 +7%
XSC
934
X-Square Capital
Puerto Rico
$558K
FNBSF
935
First National Bank Sioux Falls
South Dakota
$558K
HGWM
936
Horst & Graben Wealth Management
Oregon
$558K
CA
937
Calton & Associates
Florida
$557K +$47.8K +136 +9%
WA
938
Wealth Alliance
New York
$548K +$3.86K +11 +0.7%
FCCM
939
First City Capital Management
Georgia
$544K
IWA
940
Icon Wealth Advisors
Texas
$544K +$47.8K +136 +10%
EM
941
ELCO Management
New York
$539K -$8.78K -25 -2%
EH
942
Equitable Holdings
New York
$539K -$4.57K -13 -0.8%
TLFA
943
True Link Financial Advisors
California
$537K +$351 +1 +0.1%
FFBTD
944
First Financial Bank - Trust Division
Ohio
$535K -$11.9K -34 -2%
TWM
945
Thrive Wealth Management
Pennsylvania
$532K -$41.5K -118 -7%
QCG
946
Quadrant Capital Group
Ohio
$529K +$4.22K +12 +0.8%
KMC
947
Kirr Marbach & Co
Indiana
$526K +$155K +441 +41%
BCP
948
Blue Chip Partners
Michigan
$526K +$2.11K +6 +0.4%
HWA
949
HHM Wealth Advisors
Tennessee
$521K +$36.5K +104 +7%
MSAM
950
Moloney Securities Asset Management
Missouri
$520K -$51.6K -147 -9%