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Name Holding Trade Value Shares
Change
Change in
Stake
DC
676
Davenport & Co
Virginia
$531K +$66.6K +5,162 +15%
AMIM
677
Aull & Monroe Investment Management
Alabama
$531K
NW
678
NewEdge Wealth
Pennsylvania
$529K +$358K +27,733 +220%
AIA
679
AssuredPartners Investment Advisors
Florida
$528K +$372K +28,866 +253%
PWM
680
Pines Wealth Management
North Carolina
$526K +$23.8K +1,844 +5%
FWM
681
Foguth Wealth Management
Michigan
$526K +$508K +39,398 New
BBHC
682
Brown Brothers Harriman & Co
New York
$524K +$157K +12,149 +44%
MGIA
683
Moneta Group Investment Advisors
Missouri
$523K -$55.4K -4,298 -10%
PPWP
684
Premier Path Wealth Partners
New Jersey
$522K +$88.9K +6,897 +21%
AssetMark Inc
685
AssetMark Inc
California
$518K +$35.4K +2,745 +7%
GKWIM
686
Gerber Kawasaki Wealth & Investment Management
California
$517K -$22.5K -1,742 -4%
MMHP
687
Murphy Middleton Hinkle & Parker
Georgia
$517K +$28.8K +2,234 New
SIA
688
Soltis Investment Advisors
Utah
$516K +$33.8K +2,620 +7%
CCP
689
Clarkston Capital Partners
Michigan
$516K +$42.2K +3,272 +9%
NSAM
690
North Star Asset Management
Wisconsin
$516K +$52 +4 +0%
WW
691
Waterfront Wealth
Kansas
$514K -$3.55K -275 -0.7%
IFU
692
iSAM Funds (UK)
United Kingdom
$513K +$504K +39,069 New
BBA
693
Baader Bank Aktiengesellschaft
Germany
$512K +$2.8K +217 +0.6%
GFP
694
Gryphon Financial Partners
Ohio
$512K +$4.24K +329 +0.9%
SIA
695
Strategic Investment Advisors
Michigan
$510K -$220K -17,035 -30%
EFL
696
ERn Financial LLC
Wisconsin
$509K +$1.1K +85 +0.2%
ISWM
697
Independent Solutions Wealth Management
New York
$509K -$20.4K -1,585 -4%
AWM
698
Aprio Wealth Management
Georgia
$507K +$113K +8,782 +61%
BWM
699
Bernicke Wealth Management
Wisconsin
$506K +$497K +38,568 New
WPC
700
Wedmont Private Capital
Pennsylvania
$503K +$14.3K +1,107 +3%