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Name Holding Trade Value Shares
Change
Change in
Stake
PT
626
Plimoth Trust
Massachusetts
$779K -$42K -635 -5%
DCM
627
Decatur Capital Management
Georgia
$779K
SWP
628
Stratos Wealth Partners
Ohio
$777K -$1.59K -24 -0.2%
AIM
629
ARGA Investment Management
Connecticut
$775K
IA
630
IFP Advisors
Florida
$775K
MA
631
Montag & Associates
Georgia
$770K
WANY
632
Wealthspire Advisors (New York)
New York
$766K +$101K +1,532 +14%
Fayez Sarofim & Co
633
Fayez Sarofim & Co
Texas
$763K -$130K -1,966 -14%
YWP
634
YorkBridge Wealth Partners
New York
$762K +$1.85K +28 +0.2%
WA
635
Wealth Alliance
New York
$756K -$34.8K -525 -4%
SBIA
636
Sheaff Brock Investment Advisors
Indiana
$756K +$797K +12,036 New
DL
637
DOHJ LLC
Washington
$752K -$37.3K -563 -4%
BAM
638
Brave Asset Management
New Jersey
$750K
WAP
639
Wealthcare Advisory Partners
Pennsylvania
$735K +$775K +11,702 New
SAM
640
Shell Asset Management
Netherlands
$731K -$4.31M -65,100 -85%
MGP
641
Metis Global Partners
California
$724K +$15.4K +233 +2%
CS
642
Comerica Securities
Michigan
$721K +$9.2K +139 +1%
HIA
643
Harbor Investment Advisory
Maryland
$718K +$505K +7,635 +201%
BCMO
644
Buckingham Capital Management (Ohio)
Ohio
$717K +$28.6K +432 +4%
NERM
645
New England Research & Management
Illinois
$716K -$3.31K -50 -0.4%
ACA
646
Atlas Capital Advisors
Wyoming
$714K -$200K -3,025 -21%
S
647
SignatureFD
Georgia
$709K +$38.6K +583 +5%
CA
648
Crumly & Associates
Illinois
$703K -$21.4K -324 -3%
WTC
649
WhitTier Trust Company
Nevada
$699K +$55.3K +836 +8%
CT
650
Chicago Trust
Illinois
$698K -$4.96K -75 -0.7%