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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
726
Perigon Wealth Management
California
$1.15M -$34.6K -420 -3%
TWM
727
Trueblood Wealth Management
Ohio
$1.14M +$21.7K +264 +2%
AWE
728
Avidian Wealth Enterprises
Texas
$1.14M +$53.5K +650 +5%
AWAP
729
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M
CIG
730
Cascade Investment Group
Colorado
$1.14M -$33K -401 -3%
SAM
731
Smartleaf Asset Management
Massachusetts
$1.13M +$36.2K +440 +4%
RIA
732
Realta Investment Advisors
Delaware
$1.13M +$1.03M +12,511 New
FFN
733
Focus Financial Network
Minnesota
$1.13M -$38.5K -467 -4%
WQ
734
Wealth Quarterback
New Jersey
$1.13M +$61K +741 +6%
JCM
735
Jacobi Capital Management
Pennsylvania
$1.12M +$46.5K +565 +5%
PAS
736
Park Avenue Securities
New York
$1.12M +$198K +2,404 +24%
BAMF
737
BI Asset Management Fondsmaeglerselskab
Denmark
$1.12M -$977K -11,871 -49%
EWM
738
Empirical Wealth Management
Washington
$1.11M -$7.25K -88 -0.7%
TCM
739
Traynor Capital Management
Pennsylvania
$1.1M +$20.1K +244 +2%
I
740
InvesTrust
Oklahoma
$1.1M +$62.9K +764 +7%
WT
741
Whittier Trust
California
$1.09M +$16.1K +196 +2%
TF
742
Tompkins Financial
New York
$1.09M
MGI
743
Miller Global Investments
Texas
$1.08M +$6.01K +73 +0.6%
PSCM
744
Per Stirling Capital Management
Texas
$1.08M -$40.9K -497 -4%
AF
745
Alerus Financial
North Dakota
$1.08M +$964K +11,708 +5,227%
WIM
746
Wiregrass Investment Management
Georgia
$1.08M +$44.6K +542 +5%
OPA
747
Old Port Advisors
Maine
$1.07M +$16.5K +201 +2%
BC
748
Burney Company
Virginia
$1.07M +$619K +7,513 +174%
WHRC
749
W.H. Reaves & Co
New Jersey
$1.07M -$37M -449,930 -97%
PVM
750
Palogic Value Management
Texas
$1.06M