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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
826
Daymark Wealth Partners
Ohio
$785K -$39K -673 -5%
AWS
827
Aspen Wealth Strategies
Colorado
$784K -$4.58K -79 -0.6%
VEA
828
Virtus ETF Advisers
New York
$777K +$773K +13,336 New
CC
829
Corton Capital
Ontario, Canada
$771K +$355K +6,124 +86%
FNBT
830
FineMark National Bank & Trust
Florida
$768K -$7.37K -127 -1%
SIC
831
Samalin Investment Counsel
New York
$768K +$6.84K +118 +0.9%
IAS
832
Insigneo Advisory Services
Florida
$765K +$758K +13,070 New
1IA
833
1834 Investment Advisors
Wisconsin
$761K +$36.1K +622 +5%
FIA
834
Foundations Investment Advisors
Arizona
$759K +$172K +2,974 +30%
STA
835
Summit Trail Advisors
New York
$758K +$92K +1,586 +14%
HCM
836
Howland Capital Management
Massachusetts
$756K -$44.1K -760 -6%
EFS
837
Essex Financial Services
Connecticut
$755K +$20.8K +358 +3%
Lazard Asset Management
838
Lazard Asset Management
New York
$755K -$160K -2,755 -18%
TC
839
TownSquare Capital
Utah
$755K +$73K +1,259 +11%
NP
840
Ninepoint Partners
Ontario, Canada
$755K
UFF
841
USA Financial Formulas
Michigan
$754K
SWA
842
Stratos Wealth Advisors
Ohio
$750K +$27.1K +468 +4%
FB
843
Fulton Bank
Pennsylvania
$742K -$71.3K -1,230 -9%
WW
844
Waterfront Wealth
Kansas
$741K +$21.3K +367 +3%
UIM
845
USS Investment Management
United Kingdom
$741K -$13.5M -233,096 -95%
SMC
846
Smith, Moore & Co
Missouri
$739K +$8.7K +150 +1%
CDH
847
Charles D. Hyman
$737K -$156K -2,686 -18%
SFG
848
Summit Financial Group
West Virginia
$736K -$53.6K -925 -7%
GP
849
Greenline Partners
New York
$734K
SIA
850
SkyView Investment Advisors
New Jersey
$729K +$22.5K +388 +3%