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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1676
Angeles Investment Advisors
California
$704K +$34.8K +107 +5%
CB
1677
Cadence Bank
Mississippi
$701K – – –
NQWM
1678
Northwest Quadrant Wealth Management
Oregon
$701K +$650 +2 +0.1%
CIC
1679
Crawford Investment Counsel
Georgia
$700K -$19.5K -60 -3%
LWM
1680
Loveless Wealth Management
Montana
$700K +$48.8K +150 +8%
RZH
1681
Relyea Zuckerberg Hanson
Connecticut
$699K +$118K +364 +21%
CWG
1682
Cornerstone Wealth Group
North Carolina
$693K +$5.85K +18 +0.9%
BAM
1683
Barrett Asset Management
New York
$693K +$423K +1,300 +173%
KWM
1684
Keebeck Wealth Management
Illinois
$692K +$54.6K +168 +9%
JSL
1685
JT Stratford LLC
Georgia
$691K -$377K -1,161 -36%
GFPC
1686
Global Financial Private Client
Florida
$690K -$20.2K -62 -3%
FPCG
1687
Fort Pitt Capital Group
Pennsylvania
$687K -$322K -990 -33%
AWM
1688
Aberdeen Wealth Management
Illinois
$685K -$258K -794 -28%
CSWG
1689
Cardinal Strategic Wealth Guidance
Kentucky
$685K -$43.9K -135 -6%
MS
1690
Mizuho Securities
Japan
$683K -$1.64M -5,050 -71%
BWP
1691
Baldwin Wealth Partners
Massachusetts
$681K – – –
AB
1692
Atlas Brown
Kentucky
$673K – – –
SIM
1693
Sadoff Investment Management
Wisconsin
$672K – – –
WMA
1694
Wealth Management Associates
New Jersey
$669K +$325 +1 +0.1%
EP
1695
Eudaimonia Partners
Tennessee
$668K +$35.1K +108 +6%
PCMC
1696
Private Capital Management (Colorado)
Colorado
$667K -$20.8K -64 -3%
HWM
1697
Howard Wealth Management
Connecticut
$666K -$2.93K -9 -0.5%
DA
1698
Detalus Advisors
Missouri
$665K -$74.1K -228 -10%
RHAM
1699
Round Hill Asset Management
California
$662K -$290K -893 -31%
PFA
1700
Professional Financial Advisors
Nebraska
$662K +$10.4K +32 +1%