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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
851
WealthCare Investment Partners
Rhode Island
$1.25M -$79.3K -695 -6%
MAM
852
Morse Asset Management
Connecticut
$1.25M +$41.1K +360 +3%
MFP
853
Meridian Financial Partners
Virginia
$1.24M +$570 +5 +0%
ISWM
854
Independent Solutions Wealth Management
New York
$1.24M +$1.26M +11,060 New
PCM
855
Penserra Capital Management
California
$1.23M -$1.13M -9,930 -47%
DCM
856
Donaldson Capital Management
Indiana
$1.22M -$17.7K -155 -1%
CI
857
Cigna Investments
Connecticut
$1.22M -$160K -1,400 -11%
HT
858
Heritage Trust
Oklahoma
$1.21M -$22.2K -195 -2%
TYCC
859
Texas Yale Capital Corp
Florida
$1.21M – – –
SA
860
Strategic Advocates
Utah
$1.21M +$1.23M +10,820 New
WJWM
861
Williams Jones Wealth Management
New York
$1.21M +$36.5K +320 +3%
BA
862
Bristlecone Advisors
Washington
$1.2M – – –
NFA
863
Northern Financial Advisors
Michigan
$1.2M -$12K -105 -1%
MWA
864
MFA Wealth Advisors
Pennsylvania
$1.19M -$185K -1,625 -13%
HWM
865
HB Wealth Management
Georgia
$1.19M +$262K +2,295 +27%
CMI
866
Clare Market Investments
Texas
$1.19M – – –
CB
867
CNB Bank
Pennsylvania
$1.18M +$49.1K +430 +4%
PA
868
Pinnacle Associates
New York
$1.18M -$5.13K -45 -0.4%
WAS
869
WESPAC Advisors SoCal
California
$1.17M -$8.56K -75 -0.7%
HFM
870
Harvest Fund Management
China
$1.16M +$94.1K +825 +9%
FFA
871
Farther Finance Advisors
California
$1.15M +$1.03M +9,060 +713%
BWG
872
Beta Wealth Group
California
$1.15M +$16.5K +145 +1%
RWM
873
Ritholtz Wealth Management
New York
$1.14M +$112K +985 +11%
PA
874
Paragon Advisors
Texas
$1.14M -$54.8K -480 -4%
BAM
875
Belpointe Asset Management
Nevada
$1.14M +$351K +3,080 +44%
33 34
35
36 37