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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1476
Morningstar Investment Management
Illinois
$1.07M +$51.7K +1,710 +5%
PFGIA
1477
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$320K +10,573 +40%
DGAM
1478
Desjardins Global Asset Management
Quebec, Canada
$1.06M -$415K -13,744 -27%
SFP
1479
Shepherd Financial Partners
Massachusetts
$1.06M -$1.19M -39,344 -52%
FIM
1480
Freedom Investment Management
Connecticut
$1.05M -$262K -8,654 -19%
BWM
1481
Baystate Wealth Management
Massachusetts
$1.05M -$8.22K -272 -0.7%
AWM
1482
Aries Wealth Management
Maine
$1.05M -$188K -6,234 -15%
GWS
1483
Glassman Wealth Services
Virginia
$1.05M -$46.2K -1,528 -4%
CGL
1484
Clarius Group LLC
Washington
$1.04M -$314K -10,372 -22%
CC
1485
Cadinha & Co
Hawaii
$1.04M -$30.2K -1,000 -3%
FFG
1486
Frisch Financial Group
New York
$1.04M +$405K +13,411 +59%
LWP
1487
LMG Wealth Partners
Louisiana
$1.04M -$58.1K -1,921 -5%
SCA
1488
St. Clair Advisors
Ohio
$1.04M -$18.1K -600 -2%
GS
1489
Gagnon Securities
New York
$1.03M +$149K +4,918 +16%
HCM
1490
Hutchinson Capital Management
California
$1.03M -$39.5K -1,306 -4%
MVA
1491
Mount Vernon Associates
Maryland
$1.03M -$8.31K -275 -0.8%
SB
1492
Strategic Blueprint
Georgia
$1.03M -$289K -9,556 -21%
LC
1493
LCNB Corp
Ohio
$1.03M +$28.9K +957 +3%
CSB
1494
City State Bank
Iowa
$1.03M -$218K -7,200 -17%
OWP
1495
Obermeyer Wealth Partners
Colorado
$1.03M -$120K -3,984 -10%
FTDI
1496
First Trust Direct Indexing
Massachusetts
$1.03M +$159K +5,269 +17%
AFG
1497
Allegheny Financial Group
Pennsylvania
$1.03M +$87.6K +2,898 +9%
HWAM
1498
Hennion & Walsh Asset Management
New Jersey
$1.02M +$71.3K +2,360 +7%
CCG
1499
Coastwise Capital Group
California
$1.02M +$58.3K +1,930 +6%
GWMR
1500
GC Wealth Management RIA
Massachusetts
$1.02M +$1.07M +35,465 New