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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
901
Regal Investment Advisors
Michigan
$2.74M -$71K -1,640 -2%
ECM
902
EagleClaw Capital Management
Massachusetts
$2.73M +$45.4K +1,050 +1%
GCM
903
Garland Capital Management
Washington
$2.73M +$138K +3,181 +5%
AAM
904
Augustine Asset Management
Florida
$2.73M -$205K -4,738 -6%
BRWA
905
B. Riley Wealth Advisors
Florida
$2.72M -$281K -6,493 -8%
KCM
906
Kendall Capital Management
Maryland
$2.71M +$72K +1,665 +2%
GWM
907
GSB Wealth Management
Connecticut
$2.7M +$195K +4,499 +7%
IAN
908
Integrated Advisors Network
Texas
$2.7M +$1.41M +32,572 +82%
APP
909
Avantax Planning Partners
Iowa
$2.69M +$248K +5,730 +9%
BOCM
910
Bontempo Ohly Capital Management
Maryland
$2.69M +$45.7K +1,056 +1%
AWMT
911
AAFMAA Wealth Management & Trust
North Carolina
$2.68M
Federated Hermes
912
Federated Hermes
Pennsylvania
$2.68M -$2.05M -47,480 -40%
JWM
913
JGP Wealth Management
Oregon
$2.66M +$74.4K +1,720 +2%
ACG
914
Allen Capital Group
Nebraska
$2.66M +$271K +6,274 +10%
HTHT
915
Hemenway Trust Hemenway Trust
New Hampshire
$2.65M -$1.34M -31,014 -30%
NPT
916
Nixon Peabody Trust
Massachusetts
$2.65M -$267K -6,167 -8%
NIG
917
NFJ Investment Group
Texas
$2.65M +$646K +14,942 +27%
FNB
918
Farmers National Bank
Kentucky
$2.65M -$168K -3,884 -5%
DT
919
Diversified Trust
Tennessee
$2.64M +$280K +6,473 +10%
LPIC
920
LeJeune Puetz Investment Counsel
Michigan
$2.64M +$80K +1,850 +3%
EWA
921
EP Wealth Advisors
California
$2.63M -$236K -5,456 -7%
KA
922
Keene & Associates
Texas
$2.62M +$3.94K +91 +0.1%
MGP
923
Metis Global Partners
California
$2.62M +$230K +5,321 +8%
BFIM
924
Beese Fulmer Investment Management
Ohio
$2.61M -$225K -5,212 -7%
OIM
925
Opus Investment Management
Massachusetts
$2.61M -$433K -10,000 -13%