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Name Holding Trade Value Shares
Change
Change in
Stake
SC
751
Stolper & Co
Oklahoma
$5.96M +$265K +5,582 +5%
MCP
752
Martin Capital Partners
Oregon
$5.95M -$108K -2,284 -2%
MC
753
Moors & Cabot
Massachusetts
$5.95M -$76.7K -1,615 -1%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$5.94M -$415K -8,744 -7%
MC
755
Mirabaud & Cie
Switzerland
$5.94M -$635K -13,383 -10%
AC
756
AlphaCore Capital
California
$5.92M +$268K +5,655 +5%
GVAG
757
Great Valley Advisor Group
Delaware
$5.91M -$5.35M -112,661 -48%
RSVP
758
Ramsay Stattman Vela & Price
Colorado
$5.89M +$7.6K +160 +0.1%
CTC
759
Central Trust Company
Missouri
$5.88M -$1.1M -23,094 -16%
LMIM
760
Lockheed Martin Investment Management
Maryland
$5.87M +$2.93M +61,650 +99%
SC
761
SouthState Corp
Florida
$5.86M -$1.14M -24,007 -16%
BHWA
762
Beacon Harbor Wealth Advisors
Virginia
$5.86M +$329K +6,932 +6%
SFA
763
Sequoia Financial Advisors
Ohio
$5.84M -$7.8M -164,187 -57%
FTDI
764
First Trust Direct Indexing
Massachusetts
$5.81M +$155K +3,255 +3%
WLPWM
765
Walled Lake Planning & Wealth Management
Illinois
$5.8M -$155K -3,274 -3%
HFM
766
Harvest Fund Management
China
$5.79M +$127K +2,679 +2%
OHIS
767
Oak Harvest Investment Services
Texas
$5.77M -$716K -15,081 -11%
SWP
768
Stratos Wealth Partners
Ohio
$5.76M -$710K -14,963 -11%
DIA
769
Dean Investment Associates
Ohio
$5.75M -$1.26M -26,561 -18%
BBHC
770
Brown Brothers Harriman & Co
New York
$5.75M +$918K +19,338 +19%
BG
771
BDF Gestion
France
$5.74M +$5.74M +120,836 New
SWIG
772
Strategic Wealth Investment Group
Kentucky
$5.74M +$5.73M +120,776 New
WIA
773
World Investment Advisors
California
$5.74M +$5.73M +120,754 New
LIP
774
Lighthouse Investment Partners
Florida
$5.73M +$5.73M +120,592 New
NCM
775
Nelson Capital Management
California
$5.72M +$8.64K +182 +0.2%