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Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1201
Evelyn V. Moreno
$2.35M -$83.1K -1,126 -3%
PA
1202
Parallel Advisors
California
$2.35M -$118K -1,595 -5%
MWA
1203
Meridian Wealth Advisors
Texas
$2.34M +$495K +6,711 +27%
ST
1204
Smithfield Trust
Pennsylvania
$2.34M -$303K -4,101 -11%
BFC
1205
Blue Fin Capital
Rhode Island
$2.33M +$9.88K +134 +0.4%
LJAC
1206
L.J. Altfest & Co
New York
$2.33M +$540K +7,317 +30%
SCM
1207
Soleus Capital Management
Connecticut
$2.32M +$131K +1,782 +6%
HAIM
1208
Hunter Associates Investment Management
Pennsylvania
$2.32M +$214K +2,897 +10%
RPWA
1209
Regent Peak Wealth Advisors
Georgia
$2.31M +$313K +4,242 +16%
SAM
1210
Secure Asset Management
Michigan
$2.3M -$159K -2,160 -6%
S
1211
SignatureFD
Georgia
$2.3M -$53.9K -731 -2%
GIA
1212
Gladstone Institutional Advisory
Florida
$2.3M +$1.3M +17,612 +129%
WI
1213
Wafra Inc
New York
$2.29M -$30M -406,409 -93%
Credit Agricole
1214
Credit Agricole
France
$2.29M +$710K +9,626 +45%
DPIM
1215
Duff & Phelps Investment Management
Illinois
$2.29M
AWM
1216
Aries Wealth Management
Maine
$2.28M +$65.4K +886 +3%
BAM
1217
Belpointe Asset Management
Nevada
$2.28M -$55.6K -754 -2%
EFS
1218
Essex Financial Services
Connecticut
$2.27M -$76.9K -1,042 -3%
RMC
1219
Regis Management Company
California
$2.27M
AWAP
1220
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.26M -$143K -1,933 -6%
HIC
1221
Harvey Investment Company
Kentucky
$2.25M -$13.6K -185 -0.6%
LJHT
1222
Laurie J. Hall Trustee
$2.25M -$128K -1,729 -5%
ESB
1223
Essex Savings Bank
Connecticut
$2.25M -$4.94K -67 -0.2%
HWA
1224
Heritage Way Advisors
Illinois
$2.25M +$2.25M +30,523 New
CFG
1225
Citizens Financial Group
Rhode Island
$2.23M +$143K +1,938 +7%