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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
876
Cerity Partners OCIO
New York
$595K -$26.2K -158 -4%
VCA
877
Verdence Capital Advisors
Maryland
$592K +$18.2K +110 +3%
IRC
878
Investors Research Corp
Georgia
$588K
GJIC
879
Gamble Jones Investment Counsel
California
$587K +$3.15K +19 +0.6%
RTC
880
Riverview Trust Company
Washington
$582K
NCM
881
NCM Capital Management
New Jersey
$579K +$555K +3,350 New
FW
882
FirstPurpose Wealth
Utah
$577K +$553K +3,338 New
LW
883
Linscomb Wealth
Texas
$576K -$20.7K -125 -4%
ITIM
884
Indiana Trust & Investment Management
Indiana
$574K
MFGM
885
Marshall Financial Group (Maryland)
Maryland
$573K -$60.7K -366 -10%
DBIA
886
Dumont & Blake Investment Advisors
New Jersey
$572K -$3.31K -20 -0.6%
CT
887
Coastline Trust
Rhode Island
$572K -$1.66K -10 -0.3%
RIM
888
Regent Investment Management
Kentucky
$572K
LA
889
LVW Advisors
New York
$572K +$79.9K +482 +17%
WPA
890
West Paces Advisors
Georgia
$572K +$22.5K +136 +4%
LWM
891
Laidlaw Wealth Management
New York
$570K +$21K +127 +4%
OPS
892
Orion Portfolio Solutions
Nebraska
$569K -$13.8K -83 -2%
SC
893
Steph & Co
Wisconsin
$559K +$68.8K +415 +15%
ZIM
894
Zacks Investment Management
Illinois
$556K +$35.1K +212 +7%
DY
895
Dowling & Yahnke
California
$555K +$47.1K +284 +10%
MCM
896
Murphy Capital Management
New Jersey
$551K
9WM
897
9258 Wealth Management
Ohio
$550K +$17.6K +106 +3%
CA
898
Continuum Advisory
Idaho
$550K +$94.5K +570 +22%
LSPW
899
Lake Street Private Wealth
Illinois
$546K +$205K +1,237 +64%
GIA
900
Guyasuta Investment Advisors
Pennsylvania
$545K