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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
626
Penobscot Investment Management
Massachusetts
$774K +$418K +5,850 +113%
UAS
627
United Asset Strategies
New York
$768K -$99.9K -1,399 -11%
SAM
628
Sompo Asset Management
Japan
$765K -$332K -4,655 -30%
CFG
629
Citizens Financial Group
Rhode Island
$761K +$774K +10,847 New
PWG
630
Portside Wealth Group
Utah
$761K -$67.3K -943 -8%
CAAS
631
Capital Asset Advisory Services
Michigan
$758K -$8K -112 -1%
CB
632
Cadence Bank
Mississippi
$748K +$11.7K +164 +2%
MPPW
633
Mitchell & Pahl Private Wealth
Oklahoma
$745K -$1.07K -15 -0.1%
AAS
634
Ameritas Advisory Services
Nebraska
$744K +$1.43K +20 +0.2%
MWA
635
Midland Wealth Advisors
Illinois
$744K -$121K -1,695 -14%
HP
636
Hikari Power
Japan
$743K – – –
DEA
637
DoubleLine ETF Adviser
Florida
$738K -$37.8K -530 -5%
IFWM
638
Institute for Wealth Management
Colorado
$737K -$19.6K -275 -3%
EWM
639
Empirical Wealth Management
Washington
$736K +$67K +938 +10%
WANY
640
Wealthspire Advisors (New York)
New York
$735K -$2.21K -31 -0.3%
ACA
641
Aptus Capital Advisors
Alabama
$729K +$44.8K +628 +6%
BTWM
642
Baker Tilly Wealth Management
Wisconsin
$712K -$468K -6,554 -39%
SPC
643
Spirepoint Private Client
Florida
$711K -$86.7K -1,214 -11%
IPW
644
Impact Partnership Wealth
Georgia
$708K +$718K +10,058 +32,445%
NB
645
Northwest Bancshares
Pennsylvania
$708K -$24K -336 -3%
BFA
646
Brown Financial Advisors
Ohio
$707K +$720K +10,078 New
SCM
647
Stevens Capital Management
Pennsylvania
$706K -$1.56M -21,881 -68%
VA
648
Vident Advisory
Georgia
$705K +$116K +1,628 +19%
VFA
649
Valeo Financial Advisors
Indiana
$700K -$53.3K -747 -7%
BAM
650
Brave Asset Management
New Jersey
$698K – – –