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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Cornerstone Wealth Management
Missouri
$470K +$110K +181 +33%
P
702
Pitcairn
Pennsylvania
$469K -$213K -351 -33%
DIM
703
Delta Investment Management
California
$468K +$437K +721 New
WA
704
Waverly Advisors
Alabama
$468K +$61.3K +101 +16%
AHL
705
Abel Hall LLC
Louisiana
$465K -$6.07K -10 -1%
TCA
706
Transcend Capital Advisors
New Jersey
$462K +$55.8K +92 +15%
OAM
707
Ostrum Asset Management
France
$461K -$406K -669 -49%
CWM
708
Cordatus Wealth Management
Pennsylvania
$459K -$607 -1 -0.1%
FFM
709
Forum Financial Management
Illinois
$458K -$88.6K -146 -17%
HCMT
710
Highland Capital Management (Tennessee)
Tennessee
$456K -$6.07K -10 -1%
LIM
711
Lathrop Investment Management
Arkansas
$453K – – –
RIL
712
Rothschild Investment LLC
Illinois
$453K +$261K +430 +161%
MM
713
MQS Management
New York
$449K +$419K +691 New
AFG
714
Atomi Financial Group
New York
$447K +$27.3K +45 +7%
ALAM
715
Asahi Life Asset Management
Japan
$445K +$416K +685 New
MMCM
716
Murphy & Mullick Capital Management
New York
$442K – – –
Lido Advisors
717
Lido Advisors
California
$437K +$38.8K +64 +11%
CWP
718
Curated Wealth Partners
California
$433K -$360K -593 -47%
CIA
719
Capital Investment Advisors
Georgia
$430K +$402K +663 New
HKIMG
720
Hutchens & Kramer Investment Management Group
Indiana
$429K +$132K +218 +49%
B
721
Bensler
Washington
$426K – – –
CC
722
Capital Counsel
New York
$425K – – –
KWM
723
Kingsview Wealth Management
Oregon
$424K +$396K +652 New
DAS
724
Diversify Advisory Services
Utah
$421K +$63.7K +105 +20%
PCIA
725
Prime Capital Investment Advisors
Kansas
$419K +$65.5K +108 +20%