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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1201
Doliver Advisors
Texas
$950K +$11.1K +352 +1%
AIM
1202
Aspen Investment Management
Michigan
$950K +$225K +7,172 +34%
NAM
1203
NTV Asset Management
West Virginia
$949K
CWP
1204
Cyndeo Wealth Partners
Florida
$947K -$179K -5,704 -17%
BTWM
1205
Baker Tilly Wealth Management
Wisconsin
$939K +$270K +8,612 +44%
MCM
1206
Manchester Capital Management
Vermont
$936K +$123K +3,920 +16%
NWM
1207
NEIRG Wealth Management
Massachusetts
$935K +$1.13K +36 +0.1%
GI
1208
GAMCO Investors
Connecticut
$930K +$96.6K +3,078 +12%
FHA
1209
Flagship Harbor Advisors
Massachusetts
$929K +$50.9K +1,620 +6%
BWP
1210
Baldwin Wealth Partners
Massachusetts
$926K -$22.8K -726 -3%
AP
1211
Appleton Partners
Massachusetts
$925K -$66.8K -2,129 -7%
ACM
1212
Allred Capital Management
Texas
$925K -$18.3K -584 -2%
OC
1213
Oakworth Capital
Alabama
$924K -$73.9K -2,355 -8%
RPC
1214
Rossmore Private Capital
Connecticut
$923K -$206K -6,551 -19%
WBC
1215
Westpac Banking Corp
Australia
$923K -$12.7M -403,651 -94%
IWA
1216
Intercontinental Wealth Advisors
Texas
$919K -$1.66K -53 -0.2%
FIA
1217
Foundations Investment Advisors
Arizona
$918K +$223K +7,092 +35%
FFS
1218
Founders Financial Securities
Maryland
$916K +$75.3K +2,398 +10%
WPC
1219
Waters Parkerson & Co
Louisiana
$915K -$18.8K -600 -2%
AL
1220
Aspiriant LLC
California
$911K +$66.4K +2,114 +8%
MYIA
1221
Mount Yale Investment Advisors
Colorado
$911K -$7.51M -239,103 -90%
MP
1222
McDonald Partners
Ohio
$908K +$149K +4,747 +21%
VWA
1223
V Wealth Advisors
Kansas
$908K -$56.2K -1,789 -6%
CAS
1224
Coppell Advisory Solutions
Texas
$904K +$862K +27,472 New
MUAMU
1225
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$903K +$848K +27,000 New