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Name Holding Trade Value Shares
Change
Change in
Stake
QP
1851
Quartz Partners
New York
$9.37M +$9.11M +77,149 New
WFI
1852
West Family Investments
California
$9.37M +$1.31M +11,081 +17%
UAML
1853
US Asset Management LLC
Pennsylvania
$9.36M -$780K -6,602 -9%
MCC
1854
Money Concepts Capital
Florida
$9.36M +$969K +8,206 +12%
SCP
1855
Sivia Capital Partners
California
$9.34M +$762K +6,448 +9%
WP
1856
WealthPLAN Partners
Nebraska
$9.34M -$4.96M -41,984 -35%
IIM
1857
Ipswich Investment Management
Massachusetts
$9.32M -$765K -6,477 -8%
SFP
1858
Shepherd Financial Partners
Massachusetts
$9.3M +$2.07M +17,497 +30%
PAM
1859
Pegasus Asset Management
New York
$9.29M -$185K -1,570 -2%
KHLMTHM
1860
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.27M +$2.32M +19,603 +35%
MYIA
1861
Mount Yale Investment Advisors
Colorado
$9.23M -$1.67M -14,098 -16%
SAI
1862
Savvy Advisors Inc
New York
$9.23M +$1.87M +15,816 +26%
TWP
1863
Tempus Wealth Planning
California
$9.21M +$512K +4,335 +6%
ICM
1864
IMS Capital Management
Oregon
$9.2M -$17K -144 -0.2%
BHWA
1865
Beacon Harbor Wealth Advisors
Virginia
$9.2M -$514K -4,354 -5%
VCA
1866
Verdence Capital Advisors
Maryland
$9.2M +$679K +5,747 +8%
LRWA
1867
Long Run Wealth Advisors
New York
$9.19M -$757K -6,409 -8%
DWM
1868
Drive Wealth Management
Utah
$9.19M +$199K +1,681 +2%
IIM
1869
Intact Investment Management
Quebec, Canada
$9.19M +$1.02M +8,650 +13%
FNFDCM
1870
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.19M -$516K -4,368 -5%
TA
1871
TFB Advisors
Kansas
$9.18M +$539K +4,564 +6%
RA
1872
Rockingstone Advisors
Massachusetts
$9.17M -$1.08M -9,125 -11%
JAG
1873
Journey Advisory Group
Kentucky
$9.16M -$29.5K -250 -0.3%
RWP
1874
Ridgecrest Wealth Partners
California
$9.14M +$6.72M +56,905 +309%
ST
1875
Spinnaker Trust
Maine
$9.14M -$132K -1,120 -1%