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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
501
Keudell/Morrison Wealth Management
Oregon
$406K +$86.1K +762 +24%
QWP
502
Quotient Wealth Partners
Texas
$404K -$19.4K -172 -4%
CIA
503
Cohen Investment Advisors
New Hampshire
$403K +$3.73K +33 +0.9%
OAM
504
Occidental Asset Management
California
$400K -$18.3K -162 -4%
WJWM
505
Williams Jones Wealth Management
New York
$397K – – –
RCAG
506
Rehmann Capital Advisory Group
Michigan
$394K -$58.1K -514 -12%
CHJWM
507
Carlton Hofferkamp & Jenks Wealth Management
Texas
$392K -$83.9K -742 -17%
CAM
508
Columbia Asset Management
Michigan
$390K -$22.6K -200 -5%
AF
509
Affiance Financial
Minnesota
$388K – – –
FAIM
510
Financial Advocates Investment Management
Washington
$385K +$58.4K +517 +16%
HW
511
Hancock Whitney
Mississippi
$384K +$149K +1,315 +56%
AFG
512
Atomi Financial Group
New York
$383K -$26.7K -236 -6%
TCM
513
TT Capital Management
California
$383K +$223K +1,975 +118%
AWAU
514
Alliance Wealth Advisors (Utah)
Utah
$377K +$23.7K +210 +6%
Asset Management One
515
Asset Management One
Japan
$372K -$29.3K -259 -7%
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$369K -$32.4K -287 -8%
TPWM
517
Twelve Points Wealth Management
Massachusetts
$368K -$5.09K -45 -1%
GC
518
Grimes & Company
Massachusetts
$367K -$35.8K -317 -8%
ECM
519
Evergreen Capital Management
Washington
$367K -$451K -3,991 -54%
DS
520
DRW Securities
Illinois
$367K +$31.1K +275 +9%
SWP
521
Stratos Wealth Partners
Ohio
$366K -$143K -1,262 -27%
NFGCM
522
Norman Fields Gottscho Capital Management
New York
$365K -$14.1K -125 -3%
SIG
523
Stonegate Investment Group
Alabama
$364K -$44.1K -390 -10%
AWA
524
Aaron Wealth Advisors
Illinois
$360K +$23.2K +205 +6%
LKIM
525
Lawson Kroeker Investment Management
Nebraska
$360K -$243K -2,148 -38%