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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
576
American Investment Services
Massachusetts
$356K -$2.18K -8 -0.6%
AAM
577
Aureus Asset Management
Massachusetts
$354K -$5.72K -21 -2%
LSA
578
Lansing Street Advisors
Pennsylvania
$353K +$91.5K +336 +34%
BTWM
579
Baker Tilly Wealth Management
Wisconsin
$352K -$649K -2,383 -65%
FT
580
Fiduciary Trust
Massachusetts
$351K -$81.7K -300 -19%
FVWA
581
Foster Victor Wealth Advisors
South Carolina
$350K -$24.2K -89 -6%
PWP
582
Phillips Wealth Planners
Mississippi
$348K -$15.5K -57 -4%
GWM
583
Gitterman Wealth Management
New Jersey
$345K +$272 +1 +0.1%
TI
584
TrueMark Investments
Illinois
$344K +$349K +1,280 New
BWP
585
BSW Wealth Partners
Colorado
$343K +$4.36K +16 +1%
CAMG
586
CWA Asset Management Group
Florida
$342K -$73.3K -269 -17%
CFG
587
Certior Financial Group
Pennsylvania
$340K -$317K -1,165 -48%
TPI
588
Trust Point Inc
Wisconsin
$336K +$1.63K +6 +0.5%
CI Investments Inc
589
CI Investments Inc
Ontario, Canada
$336K -$13.6K -50 -4%
HPC
590
HM Payson & Co
Maine
$335K – – –
ISL
591
Ingalls & Snyder LLC
New York
$335K – – –
CHAM
592
Clear Harbor Asset Management
Connecticut
$335K – – –
PW
593
PUREfi Wealth
Massachusetts
$333K -$186K -682 -35%
DE
594
Diversified Enterprises
Delaware
$328K +$333K +1,221 New
IWM
595
IHT Wealth Management
Illinois
$327K -$36K -132 -10%
WA
596
Waverly Advisors
Alabama
$327K +$50.7K +186 +18%
OHWP
597
Oak Harbor Wealth Partners
North Carolina
$327K +$332K +1,217 New
NS
598
NBC Securities
Alabama
$326K +$331K +1,216 +60,800%
BBA
599
Braun-Bostich & Associates
Pennsylvania
$325K -$1.09K -4 -0.3%
BCA
600
Bay Colony Advisors
Massachusetts
$325K -$37K -136 -10%