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Name Holding Trade Value Shares
Change
Change in
Stake
MassMutual Private Wealth & Trust
1176
MassMutual Private Wealth & Trust
Connecticut
$407K +$59K +155 +17%
WDA
1177
Wendell David Associates
New Hampshire
$406K +$177K +465 +74%
LTI
1178
Laffer Tengler Investments
Tennessee
$404K -$175K -461 -30%
MHR
1179
Matthew Hamilton Rosenberg
$404K -$3.04K -8 -0.7%
Exencial Wealth Advisors
1180
Exencial Wealth Advisors
Oklahoma
$403K +$68.5K +180 +20%
IFAM
1181
Institutional & Family Asset Management
Colorado
$403K +$761 +2 +0.2%
RPWA
1182
Regent Peak Wealth Advisors
Georgia
$400K +$9.13K +24 +2%
GFP
1183
Gryphon Financial Partners
Ohio
$398K -$761 -2 -0.2%
Avior Wealth Management
1184
Avior Wealth Management
Nebraska
$397K -$3.81K -10 -0.9%
AO
1185
Advisor OS
Illinois
$396K +$70.4K +185 +21%
KFGK
1186
Keystone Financial Group (Kentucky)
Kentucky
$395K +$4.19K +11 +1%
GIA
1187
GHP Investment Advisors
Colorado
$395K +$7.23K +19 +2%
S
1188
SimplyRich
California
$394K +$97.8K +257 +32%
Empirical Finance
1189
Empirical Finance
Pennsylvania
$394K -$761 -2 -0.2%
MWPCG
1190
Measured Wealth Private Client Group
New Hampshire
$394K – – –
TIA
1191
Tiemann Investment Advisors
California
$393K -$34.3K -90 -8%
CF
1192
Centaurus Financial
California
$393K +$402K +1,056 New
PWAM
1193
Pinnacle West Asset Management
Wyoming
$391K +$19K +50 +5%
InterOcean Capital Group
1194
InterOcean Capital Group
Tennessee
$389K +$17.1K +45 +4%
LCS
1195
Levin Capital Strategies
New York
$387K +$144K +379 +57%
Independent Financial Group
1196
Independent Financial Group
California
$387K +$60.1K +158 +18%
IFWM
1197
Institute for Wealth Management
Colorado
$387K – – –
FFA
1198
Founders Financial Alliance
North Carolina
$385K -$62.8K -165 -14%
Fisher Asset Management
1199
Fisher Asset Management
Washington
$384K +$36.2K +95 +10%
SWM
1200
SeaCrest Wealth Management
New York
$383K +$47.6K +125 +14%