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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
951
Dakota Wealth Management
Florida
$5.48M -$8.51M -78,994 -60%
BFO
952
Boston Family Office
Massachusetts
$5.47M +$65.4K +607 +1%
IPW
953
Inlet Private Wealth
Florida
$5.46M -$1.42M -13,197 -20%
AM
954
AGF Management
Ontario, Canada
$5.46M -$599K -5,557 -9%
MWM
955
Marietta Wealth Management
Georgia
$5.43M +$14.8K +137 +0.3%
SS
956
Sunbelt Securities
Texas
$5.4M +$3.91M +36,298 +224%
LOAME
957
Lombard Odier Asset Management (Europe)
United Kingdom
$5.39M -$14.1K -131 -0.2%
BBA
958
BLB&B Advisors
Pennsylvania
$5.38M -$145K -1,343 -3%
HSA
959
HBK Sorce Advisory
Pennsylvania
$5.37M +$862 +8 +0%
HCM
960
Howland Capital Management
Massachusetts
$5.36M +$25K +232 +0.5%
CB
961
Cadence Bank
Mississippi
$5.35M -$273K -2,537 -5%
TI
962
tru Independence
Oregon
$5.34M +$353K +3,271 +7%
AWM
963
Axxcess Wealth Management
California
$5.33M +$2.43M +22,546 +77%
HDIM
964
Hanson & Doremus Investment Management
Vermont
$5.3M -$3.88K -36 -0.1%
SVWAG
965
Sound View Wealth Advisors Group
Georgia
$5.28M +$178K +1,650 +3%
VPI
966
Value Partners Investments
Manitoba, Canada
$5.27M +$30.4K +282 +0.6%
WDA
967
Wendell David Associates
New Hampshire
$5.24M +$25.7K +238 +0.5%
TCM
968
Twin Capital Management
Pennsylvania
$5.23M -$2.83M -26,213 -34%
SWS
969
SYSTM Wealth Solutions
Illinois
$5.23M -$1.09M -10,112 -17%
FNBOMD
970
First National Bank of Mount Dora
Florida
$5.21M -$44.9K -417 -0.8%
CUAMC
971
China Universal Asset Management Company
China
$5.2M
QCM
972
Qsemble Capital Management
New York
$5.2M +$5.44M +50,500 New
BB
973
Berkshire Bank
Massachusetts
$5.19M -$33.7K -313 -0.6%
PTC
974
Private Trust Company
Ohio
$5.18M -$62.8K -583 -1%
SWM
975
Spire Wealth Management
Virginia
$5.18M -$150K -1,390 -3%