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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$1.13M +$29.7K +149 +3%
LCM
752
LVM Capital Management
Michigan
$1.13M – – –
EFG
753
Everhart Financial Group
Ohio
$1.12M +$78.7K +395 +8%
A
754
AlphaQuest
New York
$1.12M +$407K +2,042 +60%
LJHT
755
Laurie J. Hall Trustee
$1.12M -$29.9K -150 -3%
HW
756
Hancock Whitney
Mississippi
$1.12M +$21.9K +110 +2%
WSCM
757
Wellington Shields Capital Management
New York
$1.11M – – –
CMI
758
Clare Market Investments
Texas
$1.09M – – –
HP
759
Haven Private
Florida
$1.08M -$27.1K -136 -3%
TCTWM
760
Three Cord True Wealth Management
Pennsylvania
$1.08M +$5.58K +28 +0.5%
CCP
761
Cushing Capital Partners
Wisconsin
$1.08M +$1.04M +5,242 New
SG
762
StoneX Group
New York
$1.08M +$615K +3,086 +144%
MYIA
763
Mount Yale Investment Advisors
Colorado
$1.07M +$91K +457 +10%
FPAS
764
Focus Partners Advisor Solutions
Missouri
$1.07M +$231K +1,160 +29%
IPAM
765
ICICI Prudential Asset Management
India
$1.06M -$14.9K -75 -1%
WLG
766
Williamson Legacy Group
Indiana
$1.05M +$118K +592 +13%
SW
767
SlateStone Wealth
Florida
$1.05M -$278K -1,395 -21%
IA
768
IFP Advisors
Florida
$1.05M +$144K +724 +17%
TWM
769
Trueblood Wealth Management
Ohio
$1.04M +$227K +1,142 +29%
AFG
770
Atomi Financial Group
New York
$1.03M +$112K +564 +13%
RFS
771
Richardson Financial Services
Massachusetts
$1.02M +$4.58K +23 +0.5%
DL
772
DOHJ LLC
Washington
$1.01M -$1.81M -9,086 -65%
BCV
773
Banque Cantonale Vaudoise
Switzerland
$1.01M +$978K +4,909 New
HIC
774
Holderness Investments Company
North Carolina
$999K – – –
CWM
775
Challenger Wealth Management
California
$996K +$1.39K +7 +0.1%