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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1251
Bell Investment Advisors
California
$451K +$359K +709 +407%
AWM
1252
Avitas Wealth Management
California
$450K -$12.1K -24 -3%
EFS
1253
Essex Financial Services
Connecticut
$447K +$58.2K +115 +15%
PI
1254
PFG Investments
New York
$446K -$7.59K -15 -2%
SMA
1255
Seven Mile Advisory
New Jersey
$445K +$31.9K +63 +8%
PFA
1256
Pathway Financial Advisors
Vermont
$444K
CIM
1257
Chapman Investment Management
California
$444K +$440K +869 New
CT
1258
Clearstead Trust
Maine
$443K +$506 +1 +0.1%
HPIA
1259
Hamilton Point Investment Advisors
North Carolina
$440K +$10.1K +20 +2%
LIM
1260
Leavell Investment Management
Alabama
$440K -$33.4K -66 -7%
PCIG
1261
Partners Capital Investment Group
Massachusetts
$440K +$436K +861 New
FFA
1262
Farther Finance Advisors
California
$439K +$256K +505 +142%
ICP
1263
Interchange Capital Partners
Pennsylvania
$434K +$37.4K +74 +10%
GIA
1264
Gladstone Institutional Advisory
Florida
$432K -$116K -229 -21%
MCA
1265
MSH Capital Advisors
Arizona
$431K +$506 +1 +0.1%
WTB
1266
Washington Trust Bank
Washington
$427K
TW
1267
Transform Wealth
Colorado
$426K -$17.7K -35 -4%
AOWM
1268
Alpha Omega Wealth Management
Virginia
$426K -$4.55K -9 -1%
OCBCO
1269
Oversea-Chinese Banking Corp (OCBC)
Singapore
$426K +$422K +833 New
AR
1270
Apeiron RIA
Texas
$425K -$1.01K -2 -0.2%
VC
1271
Veracity Capital
Georgia
$422K -$506 -1 -0.1%
SC
1272
Syon Capital
California
$422K +$417K +825 New
Koshinski Asset Management
1273
Koshinski Asset Management
Illinois
$421K -$25.8K -51 -6%
SMA
1274
Sage Mountain Advisors
Georgia
$420K +$60.7K +120 +17%
PFS
1275
Prospera Financial Services
Texas
$419K +$65.3K +129 +19%