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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
926
Chatham Capital Group
Georgia
$5.78M -$307K -5,000 -6%
GRP
927
Global Retirement Partners
California
$5.72M +$5.07M +82,512 New
BP
928
Ballentine Partners
Massachusetts
$5.72M +$411K +6,695 +9%
MGIA
929
Matthew Goff Investment Advisor
Texas
$5.72M -$61.5K -1,000 -1%
JC
930
Jacobs & Co
California
$5.71M -$424K -6,898 -8%
SG
931
StoneX Group
New York
$5.68M +$296K +4,820 +6%
AWS
932
Atria Wealth Solutions
New York
$5.68M -$6.73M -109,567 -57%
HIC
933
Holderness Investments Company
North Carolina
$5.66M -$195K -3,177 -4%
HIM
934
Hillsdale Investment Management
Ontario, Canada
$5.65M +$3.66M +59,530 +272%
AIA
935
AssuredPartners Investment Advisors
Florida
$5.65M -$388K -6,308 -7%
MAS
936
Meeder Advisory Services
Ohio
$5.65M +$499K +8,126 +11%
CG
937
Carmignac Gestion
France
$5.65M
First Manhattan
938
First Manhattan
New York
$5.64M +$1.71M +27,806 +52%
LG
939
LaFleur & Godfrey
Michigan
$5.62M +$30.7K +499 +0.6%
PMIA
940
Patrick Mauro Investment Advisor
Illinois
$5.61M -$37.9K -616 -0.7%
SIAG
941
Signet Investment Advisory Group
Rhode Island
$5.6M -$8.79K -143 -0.2%
SFG
942
SevenBridge Financial Group
Pennsylvania
$5.58M -$624K -10,149 -11%
RWA
943
Roberts Wealth Advisors
California
$5.55M -$133K -2,169 -3%
FTWA
944
Fifth Third Wealth Advisors
Ohio
$5.54M +$657K +10,690 +15%
OWM
945
Orca Wealth Management
Florida
$5.53M +$18K +293 +0.4%
WLPWM
946
Walled Lake Planning & Wealth Management
Illinois
$5.53M -$2.6M -42,315 -35%
MAM
947
Meeder Asset Management
Ohio
$5.52M +$4.77M +77,634 +4,176%
RWM
948
Ritholtz Wealth Management
New York
$5.5M +$139K +2,268 +3%
1SB
949
1ST Source Bank
Indiana
$5.49M -$37.2K -606 -0.8%
PWMAG
950
Pinnacle Wealth Management Advisory Group
New Jersey
$5.47M -$12.8K -208 -0.3%