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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
876
Joel Isaacson & Co
New York
$429K +$210K +802 +87%
ATPW
877
Ashton Thomas Private Wealth
Arizona
$429K +$41.4K +158 +10%
MBTD
878
Mechanics Bank - Trust Department
California
$427K
NL
879
NWAM LLC
Washington
$426K +$448K +1,707 New
CT
880
Cambridge Trust
Massachusetts
$426K
HFM
881
Hartford Financial Management
Connecticut
$421K +$525 +2 +0.1%
CW
882
Channel Wealth
California
$419K
PWMAG
883
Pinnacle Wealth Management Advisory Group
New Jersey
$419K +$17K +65 +4%
AR
884
Apeiron RIA
Texas
$419K +$44.6K +170 +11%
IC
885
Inscription Capital
Texas
$419K -$10.5K -40 -2%
Luther King Capital Management (LKCM)
886
Luther King Capital Management (LKCM)
Texas
$415K
CFS
887
Cannon Financial Strategists
Georgia
$415K
SWM
888
SeaCrest Wealth Management
New York
$414K -$262 -1 -0.1%
CSPIA
889
Cary Street Partners Investment Advisory
Virginia
$412K -$11.5K -44 -3%
BAM
890
Belpointe Asset Management
Nevada
$411K -$92.1K -351 -18%
LA
891
Lifeworks Advisors
Michigan
$409K +$149K +569 +53%
AC
892
Avestar Capital
New York
$408K -$3.15K -12 -0.7%
APWA
893
Atlas Private Wealth Advisors
New Jersey
$407K +$428K +1,630 New
CCP
894
Cassia Capital Partners
North Carolina
$405K +$34.4K +131 +9%
HFM
895
Harvest Fund Management
China
$405K +$153K +583 +56%
DLA
896
Douglas Lane & Associates
New York
$405K -$3.93K -15 -0.9%
Verition Fund Management
897
Verition Fund Management
Connecticut
$402K -$358K -1,363 -46%
ZF
898
Zhang Financial
Michigan
$402K +$262 +1 +0.1%
NG
899
Northstar Group
New York
$400K
PAM
900
Pegasus Asset Management
New York
$400K +$420K +1,600 New