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Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
PDS Planning
Ohio
$1.43M -$10.3K -76 -0.8%
FRA
752
Frank Rimerman Advisors
California
$1.43M +$138K +1,018 +12%
NIP
753
Nicholas Investment Partners
California
$1.42M
ACM
754
AlphaStar Capital Management
North Carolina
$1.42M +$17.2K +127 +1%
MAM
755
MWA Asset Management
Massachusetts
$1.42M -$75.8K -559 -6%
FP
756
Fiduciary Planning
Florida
$1.42M +$81.2K +599 +7%
DT
757
Diversified Trust
Tennessee
$1.41M +$58.6K +432 +5%
FIA
758
Foundations Investment Advisors
Arizona
$1.41M -$43.9K -324 -3%
GPWM
759
Grant Private Wealth Management
California
$1.4M +$1.28M +9,424 New
BA
760
Bridgewater Advisors
New York
$1.4M -$7.59K -56 -0.6%
SWM
761
StoneCrest Wealth Management
Arizona
$1.39M -$231K -1,707 -15%
BOSSRA
762
B.O.S.S. Retirement Advisors
Utah
$1.39M -$84.5K -623 -6%
MFG
763
Menard Financial Group
Texas
$1.39M -$3.93K -29 -0.3%
WA
764
Waverly Advisors
Alabama
$1.39M +$2.85K +21 +0.2%
First Manhattan
765
First Manhattan
New York
$1.38M -$2.31K -17 -0.2%
CMI
766
Clare Market Investments
Texas
$1.38M +$21K +155 +2%
MCM
767
Manchester Capital Management
Vermont
$1.35M -$2.71K -20 -0.2%
ARG
768
Advisory Resource Group
Oklahoma
$1.34M -$258K -1,901 -17%
CWA
769
Canvas Wealth Advisors
Kansas
$1.34M -$118K -868 -9%
CI
770
Corient IA
Florida
$1.34M
BIM
771
Baldwin Investment Management
Pennsylvania
$1.33M -$31.2K -230 -2%
LIA
772
LBMC Investment Advisors
Tennessee
$1.33M
AWA
773
Arete Wealth Advisors
Illinois
$1.32M -$133K -983 -10%
PTC
774
Private Trust Company
Ohio
$1.31M +$176K +1,297 +17%
WJWM
775
Williams Jones Wealth Management
New York
$1.31M