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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
951
Gryphon Financial Partners
Ohio
$542K +$15.6K +36 +2%
BW
952
Bison Wealth
Georgia
$542K +$26K +60 +6%
ASC
953
Atalanta Sosnoff Capital
New York
$534K +$52K +120 +12%
MFM
954
MD Financial Management
Ontario, Canada
$533K -$1.75M -4,041 -79%
AOWM
955
Alpha Omega Wealth Management
Virginia
$527K
TWM
956
Tolleson Wealth Management
Texas
$527K
VCM
957
Vigilant Capital Management
Maine
$527K
PWM
958
Perigon Wealth Management
California
$527K +$3.47K +8 +0.7%
TC
959
Truvestments Capital
Florida
$526K -$186K -428 -29%
BBNA
960
Bremer Bank National Association
Minnesota
$525K -$42.1K -97 -8%
CIC
961
Crawford Investment Counsel
Georgia
$525K +$3.9K +9 +0.8%
SC
962
SouthState Corp
Florida
$523K -$26K -60 -5%
OPS
963
Orion Portfolio Solutions
Nebraska
$522K -$3.9K -9 -0.8%
TCM
964
Traynor Capital Management
Pennsylvania
$522K +$25.6K +59 +6%
MSFS
965
Main Street Financial Solutions
Pennsylvania
$514K +$65K +150 +17%
BJL
966
Brighton Jones LLC
Washington
$514K +$117K +269 +34%
RWB
967
RMR Wealth Builders
New Jersey
$505K -$336K -775 -43%
AWA
968
Alta Wealth Advisors
Massachusetts
$504K -$21.7K -50 -5%
KJHP
969
K.J. Harrison & Partners
Ontario, Canada
$500K +$8.67K +20 +2%
CT
970
Caldwell Trust
Florida
$499K
Lido Advisors
971
Lido Advisors
California
$498K +$24.7K +57 +6%
CT
972
Chicago Trust
Illinois
$491K +$435K +1,003 New
BDFN
973
Bond & Devick Financial Network
Minnesota
$490K -$24.7K -57 -5%
SWM
974
SeaCrest Wealth Management
New York
$490K -$3.9K -9 -0.9%
CBT
975
CoreFirst Bank & Trust
Kansas
$490K