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Name Holding Trade Value Shares
Change
Change in
Stake
NPF
1076
Norris Perne & French
Michigan
$894K -$76K -1,020 -7%
GIA
1077
Gladstone Institutional Advisory
Florida
$890K +$674K +9,045 +243%
BHIA
1078
Birch Hill Investment Advisors
Massachusetts
$889K -$262K -3,520 -22%
CWMGO
1079
Capstone Wealth Management Group (Oregon)
Oregon
$879K +$23K +309 +3%
LWA
1080
Lantern Wealth Advisors
New York
$878K +$4.99K +67 +0.5%
GAG
1081
GM Advisory Group
New York
$878K -$988K -13,260 -51%
EPIMS
1082
Evelyn Partners Investment Management Services
$876K -$49.4K -663 -5%
VCP
1083
Verus Capital Partners
Arizona
$874K -$30.4K -408 -3%
MLL
1084
Moody Lynn & Lieberson
Massachusetts
$872K +$180K +2,420 +24%
MYIA
1085
Mount Yale Investment Advisors
Colorado
$868K -$2.39M -32,005 -72%
MIA
1086
MeadowBrook Investment Advisors
Michigan
$867K +$5.96K +80 +0.6%
PTC
1087
Private Trust Company
Ohio
$866K +$155K +2,082 +20%
LAM
1088
L2 Asset Management
Massachusetts
$864K +$436K +5,856 +90%
RCM
1089
Riverpark Capital Management
New York
$856K -$284K -3,813 -24%
DWP
1090
Daymark Wealth Partners
Ohio
$855K +$195K +2,610 +27%
FFL
1091
Future Fund LLC
Illinois
$855K +$914K +12,260 New
NAS
1092
Nicolet Advisory Services
Wisconsin
$853K +$42.3K +567 +5%
MA
1093
MCF Advisors
Kentucky
$853K +$428K +5,744 +89%
WWM
1094
Waterway Wealth Management
Texas
$851K +$204K +2,738 +29%
SSWM
1095
Smith Salley Wealth Management
North Carolina
$847K +$906K +12,152 New
LWAM
1096
Legacy Wealth Asset Management
Minnesota
$845K +$567K +7,613 +169%
DSC
1097
Duncker Streett & Co
Missouri
$845K -$53.1K -712 -6%
CWD
1098
Clarity Wealth Development
Oregon
$845K -$2.46K -33 -0.3%
ICM
1099
IMS Capital Management
Oregon
$840K -$17.9K -240 -2%
RFG
1100
Range Financial Group
Oregon
$836K +$2.09K +28 +0.2%