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Name Holding Trade Value Shares
Change
Change in
Stake
DC
726
Davenport & Co
Virginia
$697K -$75.4K -1,923 -10%
MHI
727
Miller Howard Investments
New York
$697K +$181K +4,626 +38%
IWC
728
Integrated Wealth Concepts
Massachusetts
$696K +$661K +16,859 New
RFN
729
RDA Financial Network
Iowa
$689K +$113K +2,872 +21%
BAM
730
Belpointe Asset Management
Nevada
$688K -$68.8K -1,755 -10%
LOAMS
731
Lombard Odier Asset Management (Switzerland)
Switzerland
$686K +$67.3K +1,718 +12%
WI
732
Wahed Invest
New York
$680K +$646K +16,470 New
WPW
733
Warther Private Wealth
Ohio
$676K +$166K +4,240 +35%
NB
734
Nicolet Bankshares
Wisconsin
$675K +$25.7K +655 +4%
FWP
735
FAS Wealth Partners
Kansas
$673K +$80.4K +2,051 +14%
WF
736
Welch & Forbes
Massachusetts
$662K +$112K +2,862 +22%
CK
737
Cohen Klingenstein
New York
$661K
MMPW
738
Mitchell McLeod Pugh & Williams
Alabama
$660K +$7.06K +180 +1%
LCS
739
Levin Capital Strategies
New York
$659K
S
740
SignatureFD
Georgia
$659K +$13.8K +353 +2%
PSP
741
Principal Street Partners
Tennessee
$658K +$624K +15,919 New
SW
742
SVB Wealth
Massachusetts
$657K +$42.4K +1,082 +7%
CCG
743
Cloverfields Capital Group
Minnesota
$655K -$171K -4,362 -22%
MFW
744
Meristem Family Wealth
Minnesota
$654K -$46K -1,173 -7%
RFM
745
Royal Fund Management
Florida
$654K +$21.7K +554 +4%
HIC
746
Harvey Investment Company
Kentucky
$653K
MOS
747
MGO One Seven
Ohio
$650K -$17.7K -451 -3%
WTA
748
Washington Trust Advisors
Massachusetts
$648K -$144K -3,663 -19%
AIM
749
Avity Investment Management
Connecticut
$646K +$296K +7,550 +93%
BFA
750
Buttonwood Financial Advisors
Maryland
$645K -$10.2K -260 -2%