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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
926
Stratos Wealth Advisors
Ohio
$442K +$36.9K +656 +9%
Duff & Phelps Investment Management
927
Duff & Phelps Investment Management
Illinois
$442K – – –
BFO
928
Biltmore Family Office
North Carolina
$442K +$731 +13 +0.2%
HA
929
Herold Advisors
New York
$442K +$3.88K +69 +0.9%
Fisher Asset Management
930
Fisher Asset Management
Washington
$441K +$53.7K +955 +13%
BFS
931
Bard Financial Services
Connecticut
$441K – – –
CGL
932
Clarius Group LLC
Washington
$440K +$2.64K +47 +0.6%
TFA
933
Transamerica Financial Advisors
Florida
$439K +$39.6K +704 +10%
DCM
934
Deuterium Capital Management
Florida
$437K +$171K +3,048 +62%
Freestone Capital Holdings
935
Freestone Capital Holdings
Washington
$434K +$45.7K +813 +11%
SIA
936
Schechter Investment Advisors
Michigan
$430K +$31.5K +559 +8%
CSC
937
Caldwell Sutter Capital
California
$428K +$190K +3,379 +76%
MIC
938
Meridian Investment Counsel
California
$427K – – –
Exencial Wealth Advisors
939
Exencial Wealth Advisors
Oklahoma
$427K -$2.53K -45 -0.6%
LWP
940
LMG Wealth Partners
Louisiana
$425K +$169 +3 +0%
MPAM
941
Murphy Pohlad Asset Management
Minnesota
$425K – – –
GSEP
942
Golden State Equity Partners
California
$424K +$435K +7,733 New
RWA
943
Ropes Wealth Advisors
Massachusetts
$423K +$59.3K +1,054 +16%
Stonegate Investment Group
944
Stonegate Investment Group
Alabama
$419K -$28.9K -514 -6%
JE
945
JMAC Enterprises
Pennsylvania
$416K -$956 -17 -0.2%
BHBT
946
Burke & Herbert Bank & Trust
Virginia
$416K -$2.36K -42 -0.6%
MIP
947
Marietta Investment Partners
Wisconsin
$415K – – –
Allworth Financial
948
Allworth Financial
California
$414K -$1.52K -27 -0.4%
NFG
949
Nations Financial Group
Iowa
$413K +$5.34K +95 +1%
TCM
950
Twin Capital Management
Pennsylvania
$412K -$25.9K -461 -6%