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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1376
Icon Wealth Partners
Texas
$805K +$126K +909 +24%
PIM
1377
Penobscot Investment Management
Massachusetts
$803K
BHTS
1378
Bar Harbor Trust Services
Maine
$800K +$160K +1,159 +34%
EW
1379
Evoke Wealth
California
$797K +$15.1K +109 +2%
KLCM
1380
KG&L Capital Management
Louisiana
$793K -$47K -340 -7%
PIA
1381
Perennial Investment Advisors
California
$792K +$34.7K +251 +6%
HCM
1382
Howard Capital Management
Georgia
$792K +$620K +4,489 New
RIA
1383
Regal Investment Advisors
Michigan
$790K +$626K +4,532 New
JGGDR
1384
JGP Global Gestao de Recursos
Brazil
$788K +$625K +4,525 New
BOM
1385
Bank of Marin
California
$784K +$6.91K +50 +1%
GAG
1386
GM Advisory Group
New York
$781K +$107K +776 +21%
KCPG
1387
Kavar Capital Partners Group
Kansas
$780K -$14.2K -103 -2%
HAS
1388
HBW Advisory Services
California
$779K -$120K -867 -16%
IBOK
1389
Independence Bank of Kentucky
Kentucky
$779K -$20.7K -150 -3%
ABC
1390
Associated Banc-Corp
Wisconsin
$776K -$5.53K -40 -0.9%
CFA
1391
Carroll Financial Associates
North Carolina
$770K +$189K +1,369 +45%
SIC
1392
Schwartz Investment Counsel
Michigan
$767K
BWM
1393
BerganKDV Wealth Management
Minnesota
$762K -$73.8K -534 -11%
OC
1394
Oakworth Capital
Alabama
$762K +$4.97K +36 +0.8%
OPS
1395
Orion Portfolio Solutions
Nebraska
$762K +$34K +246 +6%
MMA
1396
Miracle Mile Advisors
California
$761K -$172K -1,244 -22%
22CM
1397
20/20 Capital Management
California
$760K -$6.91K -50 -1%
GIM
1398
Groesbeck Investment Management
New Jersey
$760K
PIMG
1399
Patriot Investment Management Group
Tennessee
$759K +$206K +1,491 +52%
PPW
1400
Parcion Private Wealth
Washington
$759K -$58.5K -423 -9%