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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1026
Lawrence B. Cohen
$2.1M +$9.13K +211 +0.4%
WPW
1027
Waldron Private Wealth
Pennsylvania
$2.1M -$131K -3,026 -5%
SIMM
1028
Stillwater Investment Management (Minnesota)
Minnesota
$2.1M +$65.1K +1,504 +3%
MPM
1029
MBB Public Markets
Illinois
$2.09M +$1.79M +41,259 +283%
SCM
1030
SOL Capital Management
Maryland
$2.09M +$263K +6,077 +12%
SS
1031
Simplicity Solutions
Minnesota
$2.08M +$512K +11,832 +27%
AHC
1032
Adell Harriman & Carpenter
Texas
$2.08M -$108K -2,496 -4%
IPW
1033
Inlet Private Wealth
Florida
$2.07M +$68.4K +1,582 +3%
SHFA
1034
SS&H Financial Advisors
Michigan
$2.07M -$99.6K -2,303 -4%
EH
1035
Equitable Holdings
New York
$2.07M +$216K +4,982 +10%
EFS
1036
Essex Financial Services
Connecticut
$2.07M -$16.5K -381 -0.7%
MWM
1037
Mission Wealth Management
California
$2.07M +$180K +4,156 +8%
S
1038
Seeyond
France
$2.06M +$455K +10,524 +24%
AWC
1039
Abundance Wealth Counselors
Pennsylvania
$2.06M +$466K +10,777 +24%
ECM
1040
Evergreen Capital Management
Washington
$2.06M -$6.07M -140,204 -72%
AWE
1041
Avidian Wealth Enterprises
Texas
$2.06M +$236K +5,461 +11%
MIG
1042
McGuire Investment Group
Rhode Island
$2.06M -$1.78M -41,146 -43%
FWM
1043
Finer Wealth Management
Massachusetts
$2.05M +$24.3K +561 +1%
PA
1044
Procyon Advisors
Connecticut
$2.05M +$123K +2,852 +5%
CCA
1045
Cobblestone Capital Advisors
New York
$2.04M +$218K +5,039 +10%
HIA
1046
Harbor Investment Advisory
Maryland
$2.04M -$13.8K -320 -0.6%
CWS
1047
Confluence Wealth Services
Pennsylvania
$2.04M +$687K +15,871 +38%
DWM
1048
Destination Wealth Management
California
$2.04M -$69.2K -1,600 -3%
HW
1049
Hancock Whitney
Mississippi
$2.04M -$47.3K -1,094 -2%
BP
1050
Ballentine Partners
Massachusetts
$2.03M +$504K +11,649 +27%