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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
826
Crestwood Advisors Group
Massachusetts
$529K -$57.6K -1,575 -9%
LWM
827
Lyell Wealth Management
California
$526K -$92.6K -2,534 -14%
FIM
828
Fruth Investment Management
Texas
$522K +$42K +1,150 +8%
CA
829
Clearstead Advisors
Ohio
$520K +$41.2K +1,128 +8%
JDR
830
Jay D. Rosenbaum
$518K +$3.65K +100 +0.7%
SFG
831
SevenBridge Financial Group
Pennsylvania
$517K -$138K -3,764 -20%
DPIM
832
Duff & Phelps Investment Management
Illinois
$517K
EAM
833
Evanson Asset Management
California
$515K +$54.8K +1,500 +11%
TSWM
834
Triangle Securities Wealth Management
North Carolina
$514K +$84.2K +2,303 +18%
SFG
835
Summit Financial Group
West Virginia
$511K -$22.8K -623 -4%
CG
836
Caprock Group
Idaho
$511K -$11.8K -322 -2%
CIC
837
Crawford Investment Counsel
Georgia
$511K -$4.24K -116 -0.8%
HIC
838
Holderness Investments Company
North Carolina
$511K -$3.65K -100 -0.7%
HIM
839
Harbour Investment Management
Washington
$507K -$3.65K -100 -0.7%
TBA
840
Tower Bridge Advisors
Pennsylvania
$507K -$239K -6,532 -32%
MPAM
841
Murphy Pohlad Asset Management
Minnesota
$505K -$372K -10,180 -41%
PFS
842
Prospera Financial Services
Texas
$504K +$137K +3,753 +34%
WIA
843
Wealthstreet Investment Advisors
Texas
$497K -$31.1K -850 -6%
AWE
844
Avidian Wealth Enterprises
Texas
$495K +$37.9K +1,036 +8%
BCP
845
Berkeley Capital Partners
Georgia
$495K +$529K +14,482 New
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$493K
SCM
847
SOL Capital Management
Maryland
$492K +$67.2K +1,840 +15%
AIM
848
Achmea Investment Management
Netherlands
$492K +$526K +14,401 New
AWM
849
AE Wealth Management
Kansas
$489K -$123K -3,366 -19%
AWM
850
Altium Wealth Management
New York
$489K -$1.1K -30 -0.2%