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Name Holding Trade Value Shares
Change
Change in
Stake
SWK
1026
Stephen W. Kidder
$634K -$118K -1,215 -16%
CL
1027
CSS LLC
Illinois
$634K +$604K +6,200 New
IPAM
1028
ICICI Prudential Asset Management
India
$633K -$10.7M -110,079 -95%
UAG
1029
United Advisor Group
Ohio
$631K -$75.1K -770 -11%
PWG
1030
Portside Wealth Group
Utah
$631K -$96.8K -993 -14%
D
1031
Diversified
Delaware
$631K +$601K +6,170 New
LSA
1032
Leonteq Securities AG
Switzerland
$627K +$540K +5,535 +927%
CTA
1033
Colonial Trust Advisors
South Carolina
$627K -$153K -1,572 -20%
TCOT
1034
Trust Company of Toledo
Ohio
$626K -$352K -3,612 -37%
IF
1035
Intrua Financial
Texas
$626K -$601K -6,167 -50%
JSC
1036
Jackson Square Capital
California
$626K +$597K +6,123 New
BWP
1037
Baldwin Wealth Partners
Massachusetts
$625K -$121K -1,246 -17%
EAM
1038
Empirical Asset Management
Massachusetts
$624K +$596K +6,110 New
VDI
1039
Vaughan David Investments
Illinois
$622K -$612K -6,277 -51%
BHIA
1040
Birch Hill Investment Advisors
Massachusetts
$620K -$116K -1,189 -16%
LIM
1041
Leavell Investment Management
Alabama
$619K -$174K -1,785 -23%
HR
1042
Howe & Rusling
New York
$615K -$114K -1,174 -16%
SC
1043
SouthState Corp
Florida
$615K -$100K -1,031 -15%
RSWM
1044
Robertson Stephens Wealth Management
California
$615K -$43.9K -450 -7%
GAG
1045
GM Advisory Group
New York
$615K -$115K -1,179 -16%
RI
1046
Ridgewood Investments
New Jersey
$613K -$1.51M -15,506 -72%
WP
1047
WMS Partners
Maryland
$613K -$70.1K -719 -11%
TBWA
1048
Three Bridge Wealth Advisors
California
$612K -$136K -1,396 -19%
CWM
1049
Congress Wealth Management
Massachusetts
$609K -$145K -1,483 -20%
HKAM
1050
Horizon Kinetics Asset Management
New York
$608K -$114K -1,166 -16%