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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
876
Boston Research & Management
Massachusetts
$233K – – –
DAS
877
Dynamic Advisor Solutions
Arizona
$233K +$249K +1,935 New
ATC
878
Adirondack Trust Company
New York
$233K -$48.6K -377 -16%
NWMG
879
Nicholson Wealth Management Group
South Carolina
$232K – – –
EFG
880
Everhart Financial Group
Ohio
$229K +$245K +1,900 New
LOPW
881
Live Oak Private Wealth
North Carolina
$228K – – –
PWA
882
Phoenix Wealth Advisors
North Carolina
$228K – – –
HWM
883
Hemington Wealth Management
Virginia
$225K +$2.19K +17 +0.9%
TWP
884
Tyche Wealth Partners
Texas
$225K -$19.6K -152 -8%
FI
885
Fractal Investments
Connecticut
$225K – – –
WP
886
Woodline Partners
California
$225K -$787K -6,112 -77%
FAN
887
Financial Advisors Network
California
$223K -$6.44K -50 -3%
MNBTD
888
Moody National Bank Trust Division
Texas
$222K +$238K +1,846 New
VIP
889
Vista Investment Partners
Oklahoma
$222K – – –
CFO
890
Callan Family Office
Pennsylvania
$222K +$237K +1,841 New
AP
891
Appleton Partners
Massachusetts
$221K – – –
WF
892
Wayfinding Financial
Washington
$220K +$236K +1,835 New
PAM
893
Panagora Asset Management
Massachusetts
$220K – – –
IAIM
894
International Assets Investment Management
Florida
$220K +$235K +1,824 New
CWMA
895
Capstone Wealth Management (Alabama)
Alabama
$220K -$3.35K -26 -1%
HI
896
Harbour Investments
Wisconsin
$219K +$51K +396 +28%
MC
897
Moors & Cabot
Massachusetts
$219K -$84.1K -653 -26%
BFA
898
Bragg Financial Advisors
North Carolina
$219K +$234K +1,817 New
AAM
899
Auxier Asset Management
Oregon
$218K – – –
BMC
900
Beaton Management Company
Massachusetts
$217K – – –