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Name Holding Trade Value Shares
Change
Change in
Stake
XF
1476
XML Financial
Maryland
$388K +$12.4K +20 +4%
CMA
1477
Cedar Mountain Advisors
Oregon
$384K +$620 +1 +0.2%
FFO
1478
Fortitude Family Office
Arizona
$382K +$9.92K +16 +3%
SIC
1479
Salem Investment Counselors
North Carolina
$382K
BW
1480
Bison Wealth
Georgia
$380K
NERM
1481
New England Research & Management
Illinois
$378K
ERIM
1482
Eagle Ridge Investment Management
Connecticut
$378K
VWM
1483
Vigilare Wealth Management
Arizona
$377K -$5.58K -9 -2%
SC
1484
SouthState Corp
Florida
$377K -$3.72K -6 -1%
AIA
1485
Alera Investment Advisors
Illinois
$375K +$354K +571 New
Fidelity International
1486
Fidelity International
Bermuda
$375K -$98.2M -158,252 -100%
SCM
1487
Schnieders Capital Management
California
$375K -$55.8K -90 -14%
WMA
1488
Wealth Management Associates
New Jersey
$373K
TWP
1489
Triad Wealth Partners
Kansas
$373K +$140K +226 +66%
FA
1490
Fermata Advisors
California
$372K +$6.2K +10 +2%
HFA
1491
High Falls Advisors
New York
$372K -$5.58K -9 -2%
CHP
1492
Cable Hill Partners
Oregon
$371K +$350K +565 New
PIA
1493
Perennial Investment Advisors
California
$369K +$3.72K +6 +1%
CIC
1494
Carnegie Investment Counsel
Ohio
$369K -$109K -175 -24%
SAI
1495
Savvy Advisors Inc
New York
$368K +$347K +560 New
LP
1496
LGL Partners
Pennsylvania
$367K +$347K +559 New
WWM
1497
Western Wealth Management
Colorado
$367K +$6.2K +10 +2%
GCA
1498
Gradient Capital Advisors
California
$367K -$5.58K -9 -2%
EWM
1499
Endowment Wealth Management
Wisconsin
$366K +$620 +1 +0.2%
Marshall Wace
1500
Marshall Wace
United Kingdom
$363K -$6.58M -10,612 -95%