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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1051
WNY Asset Management
New York
$712K -$28.2K -421 -4%
AWP
1052
Accretive Wealth Partners
New Jersey
$711K -$4.28K -64 -0.7%
APW
1053
Austin Private Wealth
Texas
$710K +$2.07K +31 +0.3%
OIC
1054
Orion Investment Company
Missouri
$705K -$2.01K -30 -0.3%
SF
1055
Summit Financial
New Jersey
$705K +$186K +2,776 +44%
MS
1056
Mizuho Securities
Japan
$704K +$389K +5,820 +182%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$703K +$102K +1,526 +20%
UBG
1058
United Bank (Georgia)
Georgia
$698K +$53.1K +794 +10%
XS
1059
XR Securities
Illinois
$697K -$945K -14,128 -61%
FFA
1060
Farther Finance Advisors
California
$694K +$99.3K +1,485 +20%
DWT
1061
Dorsey & Whitney Trust
South Dakota
$690K +$5.02K +75 +0.9%
GAG
1062
GM Advisory Group
New York
$689K -$1.71M -25,547 -74%
CLOS
1063
Compagnie Lombard Odier SCmA
Switzerland
$688K +$149K +2,222 +34%
Polen Capital Management
1064
Polen Capital Management
Florida
$688K -$265K -3,957 -31%
CA
1065
Claro Advisors
Massachusetts
$682K +$206K +3,082 +54%
SQA
1066
Simon Quick Advisors
New Jersey
$681K +$254K +3,790 +77%
CIM
1067
CIM Investment Management
Pennsylvania
$679K -$10.3K -154 -2%
LFA
1068
Legacy Financial Advisors
Kentucky
$679K +$70.4K +1,052 +14%
BFA
1069
Buttonwood Financial Advisors
Maryland
$676K -$41.9K -626 -7%
TPCW
1070
TD Private Client Wealth
New York
$674K -$490K -7,323 -46%
SYBT
1071
Stock Yards Bank & Trust
Kentucky
$674K -$17.4K -260 -3%
WT
1072
Whittier Trust
California
$673K -$73K -1,091 -11%
FIM
1073
Fernwood Investment Management
Massachusetts
$672K
PCM
1074
Princeton Capital Management
New Jersey
$669K -$121K -1,815 -17%
LFG
1075
Larson Financial Group
Missouri
$666K +$380K +5,685 +199%