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Name Holding Trade Value Shares
Change
Change in
Stake
DU
601
Delphia (USA)
Ontario, Canada
$517K +$496K +4,533 New
CA
602
Clearstead Advisors
Ohio
$508K -$10.4K -95 -2%
DWA
603
Douglass Winthrop Advisors
New York
$508K
ONGA
604
O'Neil Global Advisors
California
$494K +$474K +4,332 New
WWM
605
Western Wealth Management
Colorado
$493K +$473K +4,328 New
HWIS
606
Hancock Whitney Investment Services
Louisiana
$491K +$469K +4,294 New
IWM
607
IHT Wealth Management
Illinois
$489K -$408K -3,734 -47%
MC
608
Moors & Cabot
Massachusetts
$487K -$344K -3,142 -42%
IC
609
IEQ Capital
California
$486K -$311K -2,845 -40%
FTC
610
Farmers Trust Company
Ohio
$482K -$2.73K -25 -0.6%
SWM
611
Segment Wealth Management
Texas
$482K
IA
612
IFP Advisors
Florida
$479K -$5.05M -46,143 -92%
GA
613
Gateway Advisory
New Jersey
$479K +$459K +4,200 New
FDCDDQ
614
Federation des caisses Desjardins du Quebec
Quebec, Canada
$476K -$282K -2,581 -38%
ACM
615
Allred Capital Management
Texas
$475K +$219 +2 +0%
MCM
616
Manchester Capital Management
Vermont
$475K +$109K +1,000 +32%
UAS
617
United Asset Strategies
New York
$474K +$454K +4,154 New
XT
618
XTX Topco
Cayman Islands
$473K +$453K +4,144 New
LWM
619
Laidlaw Wealth Management
New York
$471K +$451K +4,122 New
AAP
620
Arax Advisory Partners
Colorado
$465K +$2.19K +20 +0.5%
FWCM
621
Ferguson Wellman Capital Management
Oregon
$464K
RDWM
622
Red Door Wealth Management
Tennessee
$463K -$32.8K -300 -7%
GIA
623
Gladstone Institutional Advisory
Florida
$461K +$17.6K +161 +4%
GDP
624
Great Diamond Partners
Maine
$461K +$197K +1,799 +80%
V
625
VeraBank
Texas
$460K -$16.4K -150 -4%