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Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
801
First National Bank & Trust Co of Newtown
Pennsylvania
$551K -$6.49K -45 -1%
MW
802
Marcum Wealth
Ohio
$550K +$17.7K +123 +3%
ACM
803
Alethea Capital Management
Washington
$548K -$115K -800 -18%
BIA
804
Bigelow Investment Advisors
Maine
$548K
IRC
805
Investors Research Corp
Georgia
$548K
KFA
806
Krane Funds Advisors
New York
$548K +$70.2K +487 +15%
DWM
807
Doyle Wealth Management
Florida
$543K -$74.5K -517 -12%
Fayez Sarofim & Co
808
Fayez Sarofim & Co
Texas
$541K +$19.3K +134 +4%
H
809
HoyleCohen
California
$540K -$164K -1,140 -24%
APP
810
Avantax Planning Partners
Iowa
$540K +$525K +3,644 New
DA
811
Dillon & Associates
Michigan
$539K
OPOWM
812
One Plus One Wealth Management
Florida
$537K
HIM
813
Hotaling Investment Management
Pennsylvania
$537K +$5.04K +35 +1%
AssetMark Inc
814
AssetMark Inc
California
$537K +$16.6K +115 +3%
CPO
815
Cerity Partners OCIO
New York
$534K -$23.6K -164 -4%
Carson Wealth (CWM LLC)
816
Carson Wealth (CWM LLC)
Nebraska
$534K
KF
817
Krilogy Financial
Missouri
$531K -$104K -720 -17%
NFG
818
Next Financial Group
Texas
$530K -$250K -1,738 -33%
GDP
819
Great Diamond Partners
Maine
$530K -$865 -6 -0.2%
CIA
820
Citadel Investment Advisory
Ohio
$527K
BAM
821
Belpointe Asset Management
Nevada
$527K +$71.6K +497 +16%
RE
822
RBC Europe
United Kingdom
$525K +$244K +1,690 +91%
AWP
823
Abacus Wealth Partners
California
$524K -$4.32K -30 -0.8%
RSWM
824
Robertson Stephens Wealth Management
California
$522K -$1.15K -8 -0.2%
BAIA
825
Bel Air Investment Advisors
California
$521K +$506K +3,513 New