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Name Holding Trade Value Shares
Change
Change in
Stake
PHIMC
751
Private Harbour Investment Management & Counsel
Ohio
$3.56M -$28.9K -94 -0.9%
RPCONE
752
Retirement Planning Company of New England
Rhode Island
$3.5M +$16.9K +55 +0.6%
PCM
753
Parsons Capital Management
Rhode Island
$3.49M -$58.5K -190 -2%
GFM
754
GF Fund Management
China
$3.49M -$168K -547 -5%
STAS
755
Strong Tower Advisory Services
Minnesota
$3.49M +$241K +783 +9%
BP
756
Ballentine Partners
Massachusetts
$3.48M +$256K +830 +9%
CRWM
757
Castle Rock Wealth Management
California
$3.48M +$547K +1,776 +24%
SIA
758
Soltis Investment Advisors
Utah
$3.44M +$47.4K +154 +2%
VVP
759
Venture Visionary Partners
Ohio
$3.43M +$31.7K +103 +1%
LB
760
Legacy Bridge
Iowa
$3.42M
PTC
761
Private Trust Company
Ohio
$3.41M +$302K +980 +11%
CA
762
Continuum Advisory
Idaho
$3.41M -$118K -383 -4%
PWS
763
Peterson Wealth Services
Utah
$3.41M +$69.3K +225 +2%
MA
764
Mutual Advisors
Nebraska
$3.4M -$172K -558 -6%
OWP
765
Obermeyer Wealth Partners
Colorado
$3.4M -$365K -1,184 -11%
HBT
766
Hills Bank & Trust
Iowa
$3.39M +$23.4K +76 +0.8%
SIC
767
Sigma Investment Counselors
Michigan
$3.37M +$175K +567 +6%
LHC
768
Little House Capital
Massachusetts
$3.37M +$220K +714 +8%
SEIA
769
Signature Estate & Investment Advisors
California
$3.35M +$25.3K +82 +0.9%
CFIA
770
Cantor Fitzgerald Investment Advisors
New York
$3.34M -$7.7K -25 -0.3%
DWM
771
Dakota Wealth Management
Florida
$3.3M -$143K -465 -5%
SP
772
SWS Partners
Ohio
$3.29M -$351K -1,140 -11%
WP
773
WealthShield Partners
North Carolina
$3.27M +$49K +159 +2%
BGC
774
Beutel, Goodman & Co
Ontario, Canada
$3.27M -$340K -1,104 -11%
GVAG
775
Great Valley Advisor Group
Delaware
$3.26M +$269K +875 +11%