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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
901
Chickasaw Capital Management
Tennessee
$441K
EWM
902
Evercore Wealth Management
New York
$441K +$744 +14 +0.2%
EWA
903
Exencial Wealth Advisors
Oklahoma
$438K +$23.8K +448 +6%
AWM
904
Avior Wealth Management
Nebraska
$437K -$4.78K -90 -1%
CT
905
Chicago Trust
Illinois
$436K -$62.8K -1,182 -13%
KCFA
906
Key Client Fiduciary Advisors
New Jersey
$433K -$122K -2,291 -22%
DPIM
907
Duff & Phelps Investment Management
Illinois
$430K
BFO
908
Biltmore Family Office
North Carolina
$429K -$691 -13 -0.2%
BFS
909
Bard Financial Services
Connecticut
$428K
BAAM
910
Baker Avenue Asset Management
California
$427K +$420K +7,900 +6,475%
QCG
911
Quadrant Capital Group
Ohio
$427K -$37.9K -713 -8%
PFSC
912
Peoples Financial Services Corp
Pennsylvania
$426K -$12.5K -236 -3%
SIA
913
Schechter Investment Advisors
Michigan
$424K +$6.43K +121 +2%
KIG
914
Kowal Investment Group
Wisconsin
$422K +$63.5K +1,195 +18%
TFA
915
Transamerica Financial Advisors
Florida
$418K -$9.14K -172 -2%
CW
916
CreativeOne Wealth
Kansas
$416K +$95.1K +1,789 +30%
SC
917
SouthState Corp
Florida
$415K -$16.4K -309 -4%
LWP
918
LMG Wealth Partners
Louisiana
$413K +$106 +2 +0%
MPAM
919
Murphy Pohlad Asset Management
Minnesota
$413K
MIC
920
Meridian Investment Counsel
California
$412K -$3.08K -58 -0.7%
RCM
921
RB Capital Management
Nevada
$411K +$20.3K +381 +5%
IWA
922
IVC Wealth Advisors
Pennsylvania
$409K +$23.4K +441 +6%
IGWM
923
ICA Group Wealth Management
Colorado
$408K -$42.3K -795 -9%
GRP
924
Global Retirement Partners
California
$407K +$1.59K +30 +0.4%
HA
925
Herold Advisors
New York
$407K -$22.4K -421 -5%