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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
701
Regal Investment Advisors
Michigan
$1.73M +$153K +1,394 +8%
FWCM
702
Ferguson Wellman Capital Management
Oregon
$1.73M -$4.28K -39 -0.2%
CHP
703
Cable Hill Partners
Oregon
$1.73M +$8.99K +82 +0.4%
LG
704
LaFleur & Godfrey
Michigan
$1.73M -$538K -4,909 -21%
WANY
705
Wealthspire Advisors (New York)
New York
$1.72M -$61.6K -562 -3%
HHAA
706
Henry H. Armstrong Associates
Pennsylvania
$1.71M +$4.61K +42 +0.2%
BCM
707
Birch Capital Management
Texas
$1.71M -$469K -4,275 -19%
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$1.7M -$3.84M -34,974 -65%
Kovitz Investment Group Partners
709
Kovitz Investment Group Partners
Illinois
$1.7M -$134K -1,223 -6%
HWAM
710
Hennion & Walsh Asset Management
New Jersey
$1.69M +$220K +2,009 +12%
VNA
711
Valley National Advisers
Pennsylvania
$1.69M -$100K -916 -5%
RI
712
Ridgewood Investments
New Jersey
$1.69M +$149K +1,355 +8%
BFO
713
Boston Family Office
Massachusetts
$1.69M -$354K -3,230 -15%
RPC
714
Rossmore Private Capital
Connecticut
$1.68M -$4.17K -38 -0.2%
AWS
715
Arkfeld Wealth Strategies
Nebraska
$1.67M +$1.41M +12,855 +273%
DT
716
Diversified Trust
Tennessee
$1.67M -$808K -7,365 -29%
CCMD
717
Cypress Capital Management (Delaware)
Delaware
$1.66M -$590K -5,380 -23%
DIA
718
Dana Investment Advisors
Wisconsin
$1.66M -$394K -3,596 -17%
BA
719
Ballast Advisors
Minnesota
$1.66M -$317K -2,890 -14%
CIC
720
Cornercap Investment Counsel
Georgia
$1.65M -$169K -1,541 -8%
CANY
721
Caxton Associates (New York)
New York
$1.65M -$1.28M -11,702 -40%
TF
722
Threadgill Financial
Texas
$1.65M +$1.96M +17,835 New
PBT
723
Pictet Bank & Trust
Bahamas
$1.65M
BFO
724
Biltmore Family Office
North Carolina
$1.63M -$6.58K -60 -0.3%
TCA
725
Transcend Capital Advisors
New Jersey
$1.63M +$226K +2,057 +13%