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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
Modera Wealth Management
New Jersey
$920K -$1.48M -18,421 -65%
GI
877
GAMCO Investors
Connecticut
$918K +$229K +2,850 +40%
IF
878
Intrua Financial
Texas
$918K -$136K -1,693 -14%
FWM
879
Focused Wealth Management
New York
$918K +$321 +4 +0%
LRPA
880
L. Roy Papp & Associates
Arizona
$912K -$255K -3,179 -24%
CFFP
881
Center for Financial Planning
Michigan
$912K
PL
882
Parthenon LLC
Kentucky
$912K +$4.82K +60 +0.6%
GIA
883
Guyasuta Investment Advisors
Pennsylvania
$909K +$241 +3 +0%
ITC
884
Inspire Trust Company
Nevada
$909K +$798K +9,945 New
LS
885
Livforsakringsbolaget Skandia
Sweden
$906K +$33.2K +414 +4%
MFG
886
Merit Financial Group
Georgia
$901K +$61.7K +769 +8%
MCA
887
MSH Capital Advisors
Arizona
$900K +$401 +5 +0.1%
MAM
888
Martingale Asset Management
Massachusetts
$896K -$1.33M -16,620 -63%
SG
889
StoneX Group
New York
$895K +$307K +3,827 +64%
ISWM
890
Independent Solutions Wealth Management
New York
$892K +$98.6K +1,229 +14%
QI
891
Qtron Investments
Massachusetts
$891K +$329K +4,104 +73%
EW
892
Evoke Wealth
California
$888K +$567K +7,070 +267%
MA
893
Montag & Associates
Georgia
$886K +$4.97K +62 +0.6%
SC
894
Sapient Capital
Indiana
$886K +$778K +9,696 New
PFS
895
Prospera Financial Services
Texas
$886K -$77.4K -965 -9%
HL
896
HeadInvest LLC
Maine
$885K -$15.3K -191 -2%
V
897
VeraBank
Texas
$882K -$11.6K -144 -1%
PG
898
Prostatis Group
Maryland
$876K -$21K -262 -3%
BEC
899
Blue Edge Capital
Virginia
$875K
CCM
900
Cullen Capital Management
New York
$874K -$963 -12 -0.1%