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Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1176
Allen Capital Group
Nebraska
$1.38M +$1.36M +12,701 New
IIM
1177
Ipswich Investment Management
Massachusetts
$1.38M -$31.2K -290 -2%
AWM
1178
Aries Wealth Management
Maine
$1.37M -$1.07K -10 -0.1%
MW
1179
Marcum Wealth
Ohio
$1.37M -$61.6K -573 -4%
TIA
1180
Trust Investment Advisors
Indiana
$1.37M -$9.03K -84 -0.7%
DWP
1181
Daymark Wealth Partners
Ohio
$1.35M +$3.87K +36 +0%
SIG
1182
Stonegate Investment Group
Alabama
$1.35M +$47.9K +446 +4%
STA
1183
Summit Trail Advisors
New York
$1.35M +$193K +1,792 +17%
CWM
1184
Connecticut Wealth Management
Connecticut
$1.35M +$118K +1,101 +10%
CFS
1185
CGC Financial Services
Oregon
$1.35M
NRG
1186
Nemes Rush Group
Michigan
$1.35M +$9.78K +91 +0.7%
FFC
1187
First Financial Corp
Indiana
$1.34M +$20.7K +193 +2%
AF
1188
Arrow Financial
New York
$1.34M -$14.8K -138 -1%
CA
1189
Claro Advisors
Massachusetts
$1.33M +$10.9K +101 +0.8%
MNBTD
1190
Moody National Bank Trust Division
Texas
$1.33M -$186K -1,731 -12%
CAM
1191
Carret Asset Management
New York
$1.33M +$2.15K +20 +0.2%
PJSIMP
1192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.33M -$396K -3,684 -22%
PTP
1193
Platform Technology Partners
New York
$1.32M +$136K +1,270 +11%
FHA
1194
Flagship Harbor Advisors
Massachusetts
$1.32M -$31.5K -293 -2%
SWA
1195
Stratos Wealth Advisors
Ohio
$1.32M -$32.8K -305 -2%
LWA
1196
Lantern Wealth Advisors
New York
$1.32M +$1.31M +12,170 New
AWP
1197
Abacus Wealth Partners
California
$1.32M -$12.4K -115 -0.9%
MPCL
1198
My Personal CFO LLC
Washington
$1.31M +$692K +6,438 +114%
FFO
1199
Fiduciary Family Office
Florida
$1.31M +$1.3M +12,052 New
CCA
1200
Checchi Capital Advisers
California
$1.3M +$71.6K +666 +6%