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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
701
Legacy Wealth Asset Management
Minnesota
$609K +$11.5K +160 +2%
CWM
702
Chemistry Wealth Management
New York
$609K +$1.51K +21 +0.2%
SCP
703
Sivia Capital Partners
California
$605K -$72 -1 -0%
PAW
704
Plan A Wealth
Nebraska
$603K +$57.7K +801 +11%
IP
705
Ignite Planners
California
$602K +$1.58K +22 +0.3%
BFO
706
Boston Family Office
Massachusetts
$602K
IC
707
Inscription Capital
Texas
$600K -$63.3K -879 -9%
GQG Partners
708
GQG Partners
Florida
$599K -$72K -1,000 -11%
JIP
709
Jaffetilchin Investment Partners
Florida
$599K -$20.9K -290 -3%
BMCM
710
Bryn Mawr Capital Management
Pennsylvania
$598K
JSW
711
Journey Strategic Wealth
New Jersey
$598K +$4.46K +62 +0.7%
ACA
712
Aptus Capital Advisors
Alabama
$597K -$225K -3,126 -27%
PTC
713
Philadelphia Trust Company
Pennsylvania
$597K
First Manhattan
714
First Manhattan
New York
$596K -$300K -4,170 -33%
SMA
715
Sage Mountain Advisors
Georgia
$595K -$648 -9 -0.1%
Kayne Anderson Rudnick Investment Management
716
Kayne Anderson Rudnick Investment Management
California
$594K +$17.5K +243 +3%
AWM
717
Aries Wealth Management
Maine
$590K -$61.3K -851 -9%
KWM
718
KW Wealth Management
California
$589K +$593K +8,240 New
HIP
719
Harrell Investment Partners
Texas
$587K
CIA
720
Choate Investment Advisors
Massachusetts
$586K +$4.54K +63 +0.8%
CT
721
Clearstead Trust
Maine
$583K +$14.6K +203 +3%
NB
722
NBT Bank
New York
$581K -$72K -1,000 -11%
EH
723
Equitable Holdings
New York
$578K +$58.6K +814 +11%
GWM
724
Geneos Wealth Management
Colorado
$574K -$290K -4,032 -33%
TAFW
725
Tred Avon Family Wealth
Maryland
$573K +$577K +8,016 New