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Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
926
Duff & Phelps Investment Management
Illinois
$442K
BFO
927
Biltmore Family Office
North Carolina
$442K +$731 +13 +0.2%
HA
928
Herold Advisors
New York
$442K +$3.88K +69 +0.9%
Fisher Asset Management
929
Fisher Asset Management
Washington
$441K +$53.7K +955 +13%
BFS
930
Bard Financial Services
Connecticut
$441K
CGL
931
Clarius Group LLC
Washington
$440K +$2.64K +47 +0.6%
TFA
932
Transamerica Financial Advisors
Florida
$439K +$39.6K +704 +10%
DCM
933
Deuterium Capital Management
Florida
$437K +$171K +3,048 +62%
FCH
934
Freestone Capital Holdings
Washington
$434K +$45.7K +813 +11%
SIA
935
Schechter Investment Advisors
Michigan
$430K +$31.5K +559 +8%
CSC
936
Caldwell Sutter Capital
California
$428K +$190K +3,379 +76%
MIC
937
Meridian Investment Counsel
California
$427K
EWA
938
Exencial Wealth Advisors
Oklahoma
$427K -$2.53K -45 -0.6%
LWP
939
LMG Wealth Partners
Louisiana
$425K +$169 +3 +0%
MPAM
940
Murphy Pohlad Asset Management
Minnesota
$425K
GSEP
941
Golden State Equity Partners
California
$424K +$435K +7,733 New
RWA
942
Ropes Wealth Advisors
Massachusetts
$423K +$59.3K +1,054 +16%
SIG
943
Stonegate Investment Group
Alabama
$419K -$28.9K -514 -6%
JE
944
JMAC Enterprises
Pennsylvania
$416K -$956 -17 -0.2%
BHBT
945
Burke & Herbert Bank & Trust
Virginia
$416K -$2.36K -42 -0.6%
MIP
946
Marietta Investment Partners
Wisconsin
$415K
AF
947
Allworth Financial
California
$414K -$1.52K -27 -0.4%
NFG
948
Nations Financial Group
Iowa
$413K +$5.34K +95 +1%
TCM
949
Twin Capital Management
Pennsylvania
$412K -$25.9K -461 -6%
CWP
950
CFM Wealth Partners
Texas
$409K +$42.7K +759 +11%