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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
Advisors Capital Management
New Jersey
$238K +$1.52K +26 +0.7%
DOA
1002
D'Orazio & Associates
Virginia
$238K +$228K +3,886 New
AWM
1003
Aviso Wealth Management
Washington
$236K
AWM
1004
Angeles Wealth Management
California
$236K +$226K +3,853 New
SLG
1005
Stanley-Laman Group
Pennsylvania
$233K -$235 -4 -0.1%
AV
1006
Aspiring Ventures
Ohio
$233K +$234K +3,984 New
MS
1007
Maven Securities
Jersey
$232K -$415K -7,068 -65%
SEP
1008
Southland Equity Partners
Missouri
$230K +$5.46K +93 +3%
CIC
1009
Carnegie Investment Counsel
Ohio
$228K
CSIC
1010
Clifford Swan Investment Counsel
California
$227K
AA
1011
Ancora Advisors
Ohio
$226K +$59 +1 +0%
PCA
1012
Pallas Capital Advisors
Massachusetts
$225K +$4.34K +74 +2%
PL
1013
Parthenon LLC
Kentucky
$224K
PCP
1014
Proficio Capital Partners
Massachusetts
$223K +$214K +3,650 New
CCG
1015
Catalina Capital Group
California
$223K +$214K +3,642 New
AF
1016
Aldebaran Financial
$221K +$212K +3,610 New
BPWM
1017
Badgley Phelps Wealth Managers
Washington
$221K +$212K +3,613 New
OL
1018
Optas LLC
Texas
$220K +$704 +12 +0.3%
GITFIT
1019
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$220K
PL
1020
Perpetual Ltd
Australia
$220K
IAN
1021
Integrated Advisors Network
Texas
$220K -$9.74K -166 -4%
WPW
1022
Waldron Private Wealth
Pennsylvania
$219K +$2K +34 +1%
EWM
1023
Evercore Wealth Management
New York
$219K
AP
1024
Adero Partners
California
$219K +$210K +3,587 New
JAG
1025
Journey Advisory Group
Kentucky
$219K