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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1726
Laidlaw Wealth Management
New York
$997K +$51.7K +1,329 +5%
MCM
1727
Maple Capital Management
Vermont
$996K +$70.6K +1,813 +7%
9WM
1728
9258 Wealth Management
Ohio
$996K -$26K -669 -2%
BWM
1729
Benchmark Wealth Management
Connecticut
$993K -$74.1K -1,904 -7%
MIM
1730
Moseley Investment Management
Florida
$991K +$1.52K +39 +0.1%
NL
1731
Navalign LLC
California
$990K -$88.4K -2,270 -8%
SC
1732
Saybrook Capital
North Carolina
$988K
RCA
1733
Riverview Capital Advisers
Massachusetts
$987K +$42.2K +1,085 +4%
IMA
1734
Investment Management Associates
Colorado
$985K +$16.4K +422 +2%
SPWM
1735
Schrum Private Wealth Management
Florida
$984K +$740 +19 +0.1%
HFBOT
1736
Home Federal Bank of Tennessee
Tennessee
$983K -$36.7K -943 -3%
MCI
1737
MRP Capital Investments
Georgia
$983K -$38K -975 -4%
PWPS
1738
Pinnacle Wealth Planning Services
Ohio
$982K -$492K -12,645 -32%
TWP
1739
TFO Wealth Partners
Ohio
$981K +$1.03M +26,547 +14,350%
BFA
1740
Beaumont Financial Advisors
Massachusetts
$980K +$16.6K +426 +2%
KJWM
1741
Kiley Juergens Wealth Management
Washington
$979K -$67.5K -1,735 -6%
GA
1742
GoalVest Advisory
New York
$979K -$256K -6,573 -20%
ACP
1743
Aveo Capital Partners
Colorado
$977K +$17K +436 +2%
MA
1744
MCF Advisors
Kentucky
$976K +$1.95K +50 +0.2%
WC
1745
Westhampton Capital
North Carolina
$976K -$12.8K -330 -1%
OTPPB
1746
Ontario Teachers' Pension Plan Board
Ontario, Canada
$975K -$190K -4,879 -16%
BAM
1747
Beaumont Asset Management
Texas
$975K -$29.3K -754 -3%
TPW
1748
Transatlantique Private Wealth
New York
$974K +$20.2K +519 +2%
EF
1749
Exeter Financial
Arizona
$972K -$373K -9,574 -26%
AAIS
1750
ABN AMRO Investment Solutions
$970K -$31.5K -809 -3%