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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Axxcess Wealth Management
California
$505K +$205K +3,028 +73%
WF
752
Welch & Forbes
Massachusetts
$502K -$37K -547 -7%
BSW
753
Buckingham Strategic Wealth
Missouri
$500K +$19.1K +283 +4%
QPWM
754
Quadrant Private Wealth Management
Pennsylvania
$495K -$53.7K -794 -10%
CTC
755
Central Trust Company
Missouri
$493K +$37.3K +551 +9%
Los Angeles Capital Management
756
Los Angeles Capital Management
California
$492K +$182K +2,687 +62%
CCM
757
Covington Capital Management
California
$489K -$156K -2,300 -25%
DBT
758
Dubuque Bank & Trust
Iowa
$481K – – –
WI
759
Wedgewood Investors
Pennsylvania
$480K -$2.03K -30 -0.4%
LFAS
760
Level Four Advisory Services
Texas
$474K -$33.1K -489 -7%
IF
761
Intrua Financial
Texas
$473K +$25.4K +375 +6%
OWM
762
OneAscent Wealth Management
Alabama
$466K +$448K +6,633 New
EH
763
Equitable Holdings
New York
$465K +$4.06K +60 +0.9%
AAMC
764
Asset Allocation & Management Company
Illinois
$464K – – –
QC
765
Quent Capital
New York
$461K +$88.4K +1,307 +25%
GCM
766
Gladius Capital Management
Illinois
$461K +$443K +6,548 New
DCM
767
DGS Capital Management
New Jersey
$459K +$3.45K +51 +0.8%
DWM
768
Dakota Wealth Management
Florida
$458K -$3.85K -57 -0.9%
DAS
769
Dynamic Advisor Solutions
Arizona
$457K +$88K +1,302 +25%
BMA
770
Brooks Moore & Associates
Tennessee
$454K – – –
ESB
771
Essex Savings Bank
Connecticut
$451K -$40.2K -595 -8%
BC
772
Brookfield Corp
Ontario, Canada
$449K -$6.67M -98,621 -94%
RIA
773
Richwood Investment Advisors
Ohio
$447K +$228K +3,378 +114%
DWT
774
Dorsey & Whitney Trust
South Dakota
$446K +$7.5K +111 +2%
GWM
775
Geneos Wealth Management
Colorado
$445K +$879 +13 +0.2%