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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1651
Mattern Wealth Management
Kansas
$537K +$513K +2,726 New
NP
1652
NorthRock Partners
Minnesota
$535K -$10.7K -57 -2%
NPA
1653
Nichols & Pratt Advisers
Massachusetts
$532K -$245K -1,300 -33%
HS
1654
Haafor (Singapore)
Singapore
$529K +$187K +995 +59%
DCM
1655
Donaldson Capital Management
Indiana
$526K +$6.97K +37 +1%
AF
1656
Alerus Financial
North Dakota
$526K +$115K +608 +30%
TFA
1657
Toth Financial Advisory
Virginia
$525K +$5.65K +30 +1%
SIAS
1658
Shine Investment Advisory Services
Colorado
$524K -$111K -588 -18%
FLPIM
1659
F.L. Putnam Investment Management
Massachusetts
$523K -$1.32K -7 -0.3%
FMC
1660
First Merchants Corp
Indiana
$522K +$122K +650 +33%
BHWM
1661
Bar Harbor Wealth Management
New Hampshire
$520K -$151K -800 -23%
TTWM
1662
TCV Trust & Wealth Management
Virginia
$520K -$80K -425 -14%
HCM
1663
Hall Capital Management
Rhode Island
$519K +$12.2K +65 +3%
AW
1664
Alpha Windward
Massachusetts
$515K
MS
1665
Madden Securities
Texas
$513K -$79.1K -420 -14%
PAS
1666
Partnervest Advisory Services
California
$511K +$158K +838 +48%
GC
1667
Grace Capital
Massachusetts
$509K +$110K +585 +29%
SG
1668
StoneX Group
New York
$506K -$333K -1,767 -41%
NNP
1669
Nachman Norwood & Parrott
South Carolina
$505K -$18.8K -100 -4%
IGGA
1670
Iron Gate Global Advisors
Utah
$505K
MSAM
1671
Moloney Securities Asset Management
Missouri
$504K -$21.8K -116 -4%
GA
1672
Geller Advisors
New York
$504K -$5.46K -29 -1%
LWAC
1673
Laurel Wealth Advisors (California)
California
$503K -$29.4K -156 -6%
TM
1674
Titan Managers
Arizona
$502K +$10.7K +57 +2%
BL
1675
Balentine LLC
Georgia
$501K -$10.2K -54 -2%