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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1576
Klingman & Associates
New York
$799K +$11K +414 +1%
SG
1577
StoneX Group
New York
$797K -$234K -8,778 -24%
FFO
1578
Fiduciary Family Office
Florida
$797K +$460K +17,270 +156%
TCM
1579
TT Capital Management
California
$796K -$30.6K -1,150 -4%
OWP
1580
Obermeyer Wealth Partners
Colorado
$795K +$86.5K +3,250 +13%
RIP
1581
Reliant Investment Partners
North Carolina
$793K -$1.33K -50 -0.2%
FCM
1582
Family Capital Management
Michigan
$790K +$25.2K +946 +3%
RPCONE
1583
Retirement Planning Company of New England
Rhode Island
$788K -$6.89K -259 -0.9%
SL
1584
Sentry LLC
Tennessee
$787K -$36.7K -1,380 -5%
CCA
1585
Checchi Capital Advisers
California
$784K +$148K +5,553 +25%
TAM
1586
Todd Asset Management
Kentucky
$781K +$740K +27,801 New
CW
1587
Code Waechter
Florida
$780K +$4.31K +162 +0.6%
EFG
1588
Ethos Financial Group
Pennsylvania
$778K -$8.52K -320 -1%
BWP
1589
Balboa Wealth Partners
Arizona
$777K -$36.3K -1,363 -5%
CPIA
1590
Cornell Pochily Investment Advisors
New York
$777K -$37.5K -1,409 -5%
VCM
1591
Violich Capital Management
California
$776K -$26.6K -1,000 -3%
JE
1592
JMAC Enterprises
Pennsylvania
$776K +$80K +3,005 +12%
HJGA
1593
Hardman Johnston Global Advisors
Connecticut
$775K +$735K +27,600 New
LT
1594
Legacy Trust
Michigan
$775K +$159K +5,978 +28%
CT
1595
Clearstead Trust
Maine
$773K -$40.6K -1,526 -5%
MDA
1596
Minot DeBlois Advisors
Massachusetts
$773K +$17.8K +668 +2%
SAM
1597
Sectoral Asset Management
Quebec, Canada
$772K +$9.32K +350 +1%
FWA
1598
FSM Wealth Advisors
Ohio
$771K -$28.2K -1,060 -4%
FSAG
1599
Financial Solutions Advisory Group
Illinois
$770K +$730K +27,431 New
NWM
1600
Northcape Wealth Management
New York
$770K +$122K +4,600 +20%