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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Empirical Wealth Management
Washington
$253K -$62.7K -1,835 -20%
HWAM
652
Hennion & Walsh Asset Management
New Jersey
$252K -$28K -821 -10%
DR
653
Davis Rea
Ontario, Canada
$252K +$248K +7,270 New
CI
654
Ceera Investments
Texas
$251K +$247K +7,230 New
PWLP
655
Prio Wealth Limited Partnership
Massachusetts
$249K -$18.1K -530 -7%
WWP
656
Waypoint Wealth Partners
California
$248K +$244K +7,150 New
WC
657
Wexford Capital
Florida
$248K +$244K +7,140 New
WEG
658
World Equity Group
Illinois
$248K +$244K +7,134 New
MMPW
659
Mitchell McLeod Pugh & Williams
Alabama
$247K +$243K +7,122 New
MSFS
660
Main Street Financial Solutions
Pennsylvania
$246K -$337K -9,870 -58%
NFG
661
Nadler Financial Group
Illinois
$243K +$239K +7,010 New
FCM
662
Fairbanks Capital Management
California
$243K +$239K +7,000 New
BIAS
663
Beacon Investment Advisory Services
New Jersey
$243K -$103K -3,015 -30%
ODG
664
O'Dell Group
Ohio
$243K -$4.99K -146 -2%
CFA
665
Compass Financial Advisors
Indiana
$242K +$238K +6,968 New
VA
666
Valmark Advisers
Ohio
$241K -$23.6K -690 -9%
DI
667
Diligent Investors
California
$241K +$237K +6,932 New
KCM
668
KRS Capital Management
Michigan
$241K +$237K +6,930 New
HW
669
Hamilton Wealth
California
$241K +$237K +6,929 New
DG
670
DMC Group
Alabama
$240K +$230K +6,738 New
IWM
671
IHT Wealth Management
Illinois
$240K -$44.6K -1,307 -16%
V
672
ViaWealth
Kansas
$239K +$219K +6,425 New
MOS
673
MGO One Seven
Ohio
$239K -$21.2K -620 -8%
AFM
674
Abbot Financial Management
Massachusetts
$238K +$234K +6,853 New
Acadian Asset Management
675
Acadian Asset Management
Massachusetts
$237K +$29.1K +853 +14%