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Name Holding Trade Value Shares
Change
Change in
Stake
AT
826
Arvest Trust
Oklahoma
$532K – – –
Avidian Wealth Enterprises
827
Avidian Wealth Enterprises
Texas
$531K +$68.4K +937 +16%
APWM
828
Atlas Private Wealth Management
New York
$531K -$36.1K -495 -7%
Brown Brothers Harriman & Co
829
Brown Brothers Harriman & Co
New York
$529K -$3.8K -52 -0.8%
BCM
830
Bayesian Capital Management
New York
$529K -$3.11M -42,549 -87%
Vise Technologies
831
Vise Technologies
New York
$521K +$170K +2,332 +56%
BTWM
832
Baker Tilly Wealth Management
Wisconsin
$520K -$169K -2,322 -26%
MFA
833
Mayflower Financial Advisors
Massachusetts
$519K +$14.5K +198 +3%
FC
834
FORA Capital
Florida
$519K -$6.13M -83,930 -93%
&Partners
835
&Partners
Tennessee
$518K +$472K +6,460 New
RIA
836
Realta Investment Advisors
Delaware
$515K -$3.36K -46 -0.7%
CPIA
837
Cornell Pochily Investment Advisors
New York
$510K +$8.1K +111 +2%
Burney Company
838
Burney Company
Virginia
$499K -$162K -2,214 -26%
MA
839
MKT Advisors
California
$498K – – –
CI
840
Cigna Investments
Connecticut
$496K -$4.16K -57 -0.9%
DI
841
Diligent Investors
California
$492K – – –
SWM
842
Scissortail Wealth Management
Oklahoma
$490K +$446K +6,110 New
Alberta Investment Management Corp (AIMCo)
843
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$489K – – –
FWP
844
FAS Wealth Partners
Kansas
$489K +$1.61K +22 +0.4%
NewEdge Wealth
845
NewEdge Wealth
Pennsylvania
$488K +$17.7K +242 +4%
TWM
846
Tradition Wealth Management
Minnesota
$487K +$1.09K +15 +0.2%
Ancora Advisors
847
Ancora Advisors
Ohio
$480K -$14.6K -200 -3%
Equitable Holdings
848
Equitable Holdings
New York
$479K -$4.96K -68 -1%
KCM
849
KRS Capital Management
Michigan
$478K -$36.9K -506 -8%
CCFM
850
Clear Creek Financial Management
Washington
$476K +$433K +5,935 New