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Name Holding Trade Value Shares
Change
Change in
Stake
GC
701
Grimes & Company
Massachusetts
$624K -$59.1K -802 -9%
GA
702
Greenspring Advisors
Maryland
$623K +$625K +8,483 New
EFA
703
Evernest Financial Advisors
Indiana
$623K
BCWM
704
Bartlett & Co Wealth Management
Ohio
$621K +$98.2K +1,333 +19%
LWAM
705
Legacy Wealth Asset Management
Minnesota
$621K -$5.23K -71 -0.8%
PAW
706
Plan A Wealth
Nebraska
$619K +$368 +5 +0.1%
Mitsubishi UFJ Asset Management
707
Mitsubishi UFJ Asset Management
Japan
$619K +$43.2K +587 +8%
IC
708
Inscription Capital
Texas
$617K +$516 +7 +0.1%
1WM
709
1900 Wealth Management
Texas
$615K +$166K +2,251 +37%
BFO
710
Boston Family Office
Massachusetts
$615K -$3.68K -50 -0.6%
PTC
711
Philadelphia Trust Company
Pennsylvania
$614K
JIP
712
Jaffetilchin Investment Partners
Florida
$612K -$2.5K -34 -0.4%
APWM
713
Argonautica Private Wealth Management
Massachusetts
$612K +$93.3K +1,266 +18%
SMA
714
Sage Mountain Advisors
Georgia
$610K -$1.03K -14 -0.2%
GWM
715
Gibbs Wealth Management
Georgia
$609K +$442 +6 +0.1%
PTC
716
Private Trust Company
Ohio
$606K +$51.6K +701 +9%
EC
717
EntryPoint Capital
New York
$606K +$383K +5,197 +171%
PIM
718
Pullen Investment Management
Florida
$604K +$20.9K +284 +4%
HIP
719
Harrell Investment Partners
Texas
$603K
GWM
720
Geneos Wealth Management
Colorado
$603K +$14.1K +192 +2%
PGA
721
Portland Global Advisors
Maine
$603K -$25.8K -350 -4%
JSW
722
Journey Strategic Wealth
New Jersey
$603K -$12.2K -166 -2%
NB
723
NBT Bank
New York
$600K +$5.38K +73 +0.9%
GFP
724
Gryphon Financial Partners
Ohio
$597K +$38.2K +518 +7%
PA
725
PFG Advisors
Arizona
$593K -$337K -4,573 -36%