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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1026
Elgethun Capital Management
South Dakota
$678K +$6.22K +75 +0.8%
TTWM
1027
TCV Trust & Wealth Management
Virginia
$677K
DPIM
1028
Duff & Phelps Investment Management
Illinois
$677K +$26K +314 +4%
CLOS
1029
Compagnie Lombard Odier SCmA
Switzerland
$675K
AWM
1030
Axxcess Wealth Management
California
$671K +$120K +1,451 +24%
Aristotle Capital Management
1031
Aristotle Capital Management
California
$670K
HL
1032
HeadInvest LLC
Maine
$667K -$179K -2,154 -22%
RA
1033
Ransom Advisory
Rhode Island
$666K +$623K +7,514 New
ICG
1034
InterOcean Capital Group
Tennessee
$665K +$82.7K +997 +15%
HI
1035
Horizon Investments
North Carolina
$665K +$3.81K +46 +0.5%
FB
1036
Fulton Bank
Pennsylvania
$664K -$106K -1,282 -15%
MGIA
1037
Moneta Group Investment Advisors
Missouri
$661K +$140K +1,686 +23%
PCA
1038
Peddock Capital Advisors
Massachusetts
$661K +$29.8K +359 +5%
GRP
1039
Global Retirement Partners
California
$661K -$4.56K -55 -0.7%
CWM
1040
Congress Wealth Management
Massachusetts
$660K -$234K -2,823 -27%
MCM
1041
Manchester Capital Management
Vermont
$658K +$116K +1,403 +23%
SWK
1042
Stephen W. Kidder
$658K -$34.7K -419 -5%
AAM
1043
Ascension Asset Management
New York
$656K +$613K +7,394 New
TBWA
1044
Three Bridge Wealth Advisors
California
$655K +$356K +4,288 +139%
BFA
1045
Bragg Financial Advisors
North Carolina
$653K -$73.4K -885 -11%
BWP
1046
Baldwin Wealth Partners
Massachusetts
$653K -$75.8K -914 -11%
FBT
1047
First Bankers Trust
Kentucky
$648K +$101K +1,217 +20%
NW
1048
NewEdge Wealth
Pennsylvania
$646K +$58.3K +703 +10%
WDC
1049
Woodward Diversified Capital
California
$645K +$28.4K +342 +5%
SLI
1050
Sumitomo Life Insurance
Japan
$645K -$33.7K -406 -5%