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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1851
Howard Wealth Management
Connecticut
$567K – – –
TFP
1852
Tilia Fiduciary Partners
North Carolina
$563K +$663 +2 +0.1%
BTIM
1853
BancFirst Trust & Investment Management
Oklahoma
$561K +$648K +1,955 New
BB
1854
Bell Bank
North Dakota
$560K -$52.7K -159 -7%
CFSG
1855
Clark Financial Services Group
Missouri
$558K +$650K +1,960 New
VEA
1856
Virtus ETF Advisers
New York
$557K +$649K +1,958 New
CCM
1857
Canal Capital Management
Virginia
$555K -$663 -2 -0.1%
FOA
1858
Five Oceans Advisors
California
$554K +$46.7K +141 +8%
AWAP
1859
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$552K -$16.9K -51 -3%
TA
1860
TFG Advisers
Michigan
$552K +$663 +2 +0.1%
BS
1861
Boenning & Scattergood
Pennsylvania
$550K – – –
PWMG
1862
Prestige Wealth Management Group
New Jersey
$550K +$62.3K +188 +11%
S
1863
swisspartners
Liechtenstein
$548K – – –
NRW
1864
Nova R Wealth
Kansas
$546K -$32.8K -99 -5%
BCM
1865
Becker Capital Management
Oregon
$546K – – –
DA
1866
Detalus Advisors
Missouri
$545K -$3.98K -12 -0.6%
BFS
1867
Baskin Financial Services
Ontario, Canada
$544K – – –
AC
1868
ASB Consultores
Florida
$544K +$126K +380 +25%
FH
1869
FWG Holdings
Florida
$543K +$31.2K +94 +5%
WT
1870
Washington Trust
Rhode Island
$543K +$99.4K +300 +19%
BC
1871
Bridgefront Capital
Texas
$543K +$633K +1,911 New
AIC
1872
Argus Investors Counsel
New York
$542K +$59.3K +179 +10%
CWM
1873
Chesapeake Wealth Management
Virginia
$541K +$631K +1,903 New
LOAMU
1874
Lombard Odier Asset Management (USA)
New York
$540K -$133K -400 -17%
EGA
1875
E&G Advisors
Texas
$538K -$76.6K -231 -11%