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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1626
Arvest Investments
Arkansas
$704K +$1.61K +4 +0.2%
DE
1627
Diversified Enterprises
Delaware
$704K +$9.28K +23 +1%
Fidelity International
1628
Fidelity International
Bermuda
$704K -$397K -984 -37%
GFG
1629
Goldstone Financial Group
Illinois
$703K -$57.7K -143 -8%
MAM
1630
Madison Asset Management
Wisconsin
$701K +$262K +649 +65%
JIC
1631
Joel Isaacson & Co
New York
$700K – – –
LBC
1632
Leigh Baldwin & Co
New York
$699K -$58.1K -144 -8%
OCA
1633
Odyssey Capital Advisors
Pennsylvania
$695K +$243K +602 +58%
PL
1634
Perpetual Ltd
Australia
$695K +$19.8K +49 +3%
V
1635
ViaWealth
Kansas
$694K – – –
VWM
1636
Vertrix Wealth Management
Michigan
$693K +$656K +1,627 New
FWA
1637
FSM Wealth Advisors
Ohio
$692K +$223K +553 +52%
MAMU
1638
Myriad Asset Management US
Florida
$691K – – –
IC
1639
Inscription Capital
Texas
$688K +$387K +959 +146%
BWM
1640
Bullock Wealth Management
Indiana
$686K +$22.6K +56 +3%
TTWM
1641
TCV Trust & Wealth Management
Virginia
$683K -$244K -605 -27%
SB
1642
Strategic Blueprint
Georgia
$682K -$7.66K -19 -1%
DWM
1643
Drive Wealth Management
Utah
$682K +$16.5K +41 +3%
AW
1644
Alteri Wealth
California
$681K -$110K -272 -15%
KIM
1645
Kestra Investment Management
Texas
$678K +$234K +581 +58%
MHR
1646
Matthew Hamilton Rosenberg
$677K +$21.8K +54 +4%
COFSG
1647
Carbahal Olsen Financial Services Group
California
$676K – – –
IP
1648
Investment Partners
Ohio
$675K +$56.9K +141 +10%
BFC
1649
Bedel Financial Consulting
Indiana
$674K -$5.24K -13 -0.8%
WA
1650
WBH Advisory
Maryland
$673K – – –