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Name Holding Trade Value Shares
Change
Change in
Stake
WG
1026
Wealth Group
North Carolina
$743K +$87.6K +550 +12%
PWAM
1027
Pinnacle West Asset Management
Wyoming
$739K -$67.7K -425 -8%
RPCONE
1028
Retirement Planning Company of New England
Rhode Island
$738K -$1.11K -7 -0.1%
SCA
1029
St. Clair Advisors
Ohio
$737K – – –
CI
1030
Cigna Investments
Connecticut
$736K -$10.2K -64 -1%
NAG
1031
Northstar Advisory Group
New Jersey
$735K -$832K -5,223 -51%
1832 Asset Management
1032
1832 Asset Management
Ontario, Canada
$735K +$207K +1,300 +35%
IA
1033
Inspire Advisors
Idaho
$733K +$86.9K +546 +12%
TT
1034
TI-Trust
Illinois
$732K – – –
SWP
1035
Summit Wealth Partners
Florida
$732K +$359K +2,257 +81%
Birch Hill Investment Advisors
1036
Birch Hill Investment Advisors
Massachusetts
$731K – – –
VA
1037
VestGen Advisors
Illinois
$730K +$110K +688 +16%
Martingale Asset Management
1038
Martingale Asset Management
Massachusetts
$730K +$800K +5,024 New
PIM
1039
Progressive Investment Management
Oregon
$727K -$28.5K -179 -3%
WH
1040
Wallace Hart
Kentucky
$727K +$481K +3,021 +152%
JFA
1041
JNBA Financial Advisors
Minnesota
$727K – – –
CP
1042
Camelot Portfolios
Ohio
$726K – – –
Horizon Kinetics Asset Management
1043
Horizon Kinetics Asset Management
New York
$726K -$111K -700 -12%
Fideuram - Intesa Sanpaolo Private Banking
1044
Fideuram - Intesa Sanpaolo Private Banking
$726K +$796K +4,997 New
IAMOG
1045
Investors Asset Management of Georgia
Georgia
$725K -$3.98K -25 -0.5%
FWTB
1046
First Western Trust Bank
Colorado
$723K -$637 -4 -0.1%
DF Dent & Co
1047
DF Dent & Co
Maryland
$722K – – –
VCS
1048
Vaughan & Co Securities
New Jersey
$720K -$24.8K -156 -3%
MassMutual Private Wealth & Trust
1049
MassMutual Private Wealth & Trust
Connecticut
$717K -$7.96K -50 -1%
SIA
1050
Soltis Investment Advisors
Utah
$717K -$12.1K -76 -2%