Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2326
Traynor Capital Management
Pennsylvania
$555K +$515K +1,967 New
EA
2327
Everpar Advisors
Oklahoma
$555K +$57.8K +221 +13%
KIM
2328
Kestra Investment Management
Texas
$554K -$354K -1,351 -41%
AA
2329
Apriem Advisors
California
$553K -$46.1K -176 -8%
Fiera Capital (Canada)
2330
Fiera Capital (Canada)
Quebec, Canada
$552K +$75.4K +288 +17%
BAM
2331
BOS Asset Management
Illinois
$552K +$7.07K +27 +1%
FC
2332
Financial Consulate
Maryland
$551K +$511K +1,954 New
MW
2333
Maia Wealth
Colorado
$549K +$3.93K +15 +0.9%
JFGIW
2334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$384K +1,467 +308%
IWM
2335
Integris Wealth Management
California
$547K +$83K +317 +20%
FBFS
2336
First Business Financial Services
Wisconsin
$547K -$45.8K -175 -8%
WAL
2337
W Advisors LLC
Tennessee
$546K -$262 -1 -0.1%
FCM
2338
Fourpath Capital Management
Oklahoma
$545K -$3.4K -13 -0.7%
WIC
2339
Willis Investment Counsel
Georgia
$545K +$69.6K +266 +16%
RIM
2340
Rakuten Investment Management
Japan
$543K +$1.55M +5,912 New
GSIAS
2341
Garden State Investment Advisory Services
New Jersey
$542K +$222K +847 +79%
CC
2342
Cadinha & Co
Hawaii
$541K +$4.45K +17 +0.9%
BBNB
2343
Baker Boyer National Bank
Washington
$541K +$13.1K +50 +3%
KFA
2344
Krane Funds Advisors
New York
$539K +$39K +149 +8%
O3W
2345
Omni 360 Wealth
New Jersey
$538K – – –
BHWA
2346
Beacon Harbor Wealth Advisors
Virginia
$538K – – –
CT
2347
Coastline Trust
Rhode Island
$538K – – –
WWG
2348
West Wealth Group
California
$537K +$97.9K +374 +24%
ST
2349
Sageworth Trust
Pennsylvania
$537K +$498K +1,903 New
SMWM
2350
Silvia McColl Wealth Management
California
$536K – – –