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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1251
Insigneo Advisory Services
Florida
$1.01M +$183K +593 +27%
GLA
1252
Good Life Advisors
Pennsylvania
$1.01M +$47.7K +155 +6%
BCM
1253
BluePath Capital Management
Georgia
$1.01M +$6.47K +21 +0.7%
O
1254
Ossiam
France
$1M -$136K -442 -14%
V
1255
VeraBank
Texas
$1M +$126K +409 +17%
LSA
1256
Lion Street Advisors
Texas
$1M -$10.2K -33 -1%
PW
1257
PUREfi Wealth
Massachusetts
$995K +$103K +333 +14%
HKIMG
1258
Hutchens & Kramer Investment Management Group
Indiana
$993K +$11.4K +37 +1%
PNC
1259
Park National Corp
Ohio
$993K +$16.6K +54 +2%
GAMC
1260
Garner Asset Management Corp
Texas
$992K -$49.3K -160 -5%
PFG
1261
Prosperity Financial Group
California
$991K +$118K +384 +16%
CP
1262
Clarendon Private
Massachusetts
$990K +$228K +741 +36%
CCMG
1263
Clark Capital Management Group
Pennsylvania
$988K -$92.7K -301 -10%
BMCM
1264
Bryn Mawr Capital Management
Pennsylvania
$978K +$20.9K +68 +3%
TWM
1265
Tradition Wealth Management
Minnesota
$968K -$21.9K -71 -3%
FPL
1266
Fortress Private Ledger
North Carolina
$965K -$34.8K -113 -4%
TA
1267
TCM Advisors
West Virginia
$960K
AHL
1268
Abel Hall LLC
Louisiana
$959K +$6.16K +20 +0.7%
Capstone Investment Advisors
1269
Capstone Investment Advisors
New York
$954K -$3.84M -12,482 -82%
MWM
1270
MorganRosel Wealth Management
Colorado
$952K -$343K -1,115 -29%
WPA
1271
West Paces Advisors
Georgia
$951K -$67.1K -218 -8%
RFW
1272
Rainier Family Wealth
Washington
$951K -$84.4K -274 -9%
CPSC
1273
Carl P. Sherr & Co
Massachusetts
$949K -$22.5K -73 -3%
CI
1274
CX Institutional
Indiana
$947K +$37.9K +123 +5%
1M
1275
1248 Management
Missouri
$942K -$16.9K -55 -2%