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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
851
Ingalls & Snyder LLC
New York
$758K -$288K -5,376 -25%
FPL
852
Fortress Private Ledger
North Carolina
$755K +$29.1K +543 +3%
CPW
853
Cove Private Wealth
New York
$752K – – –
ADL
854
Asset Dedication LLC
California
$748K – – –
OWA
855
Outlook Wealth Advisors
Texas
$745K -$17.6K -328 -2%
WSFS
856
Wilmington Savings Fund Society
Delaware
$743K -$96.7K -1,805 -10%
TFA
857
Transamerica Financial Advisors
Florida
$741K -$19.5K -363 -2%
SAM
858
Sompo Asset Management
Japan
$738K -$95.9K -1,790 -10%
AFG
859
Atomi Financial Group
New York
$736K +$51K +951 +6%
WPC
860
Wedmont Private Capital
Pennsylvania
$734K +$72.5K +1,353 +10%
EPW
861
Elevated Private Wealth
Wisconsin
$734K +$846K +15,783 New
PCA
862
Pallas Capital Advisors
Massachusetts
$732K +$5.84K +109 +0.7%
IAA
863
Independent Advisor Alliance
North Carolina
$728K +$59.7K +1,114 +8%
HSA
864
HBK Sorce Advisory
Pennsylvania
$725K -$9.43K -176 -1%
FMI
865
Frec Markets Inc
California
$724K +$311K +5,800 +59%
HIC
866
Harvey Investment Company
Kentucky
$724K – – –
SLI
867
Sumitomo Life Insurance
Japan
$717K -$49.5K -923 -6%
MMC
868
Mizuho Markets Cayman
Cayman Islands
$715K +$118K +2,206 +17%
CICI
869
Capital Investment Counsel Inc
North Carolina
$714K -$8.57K -160 -1%
CAM
870
Cidel Asset Management
Ontario, Canada
$712K -$58.3K -1,087 -7%
MDA
871
Minot DeBlois Advisors
Massachusetts
$708K -$14.6K -273 -2%
NS
872
NBC Securities
Alabama
$707K -$51.4K -959 -6%
MIA
873
MainStreet Investment Advisors
Illinois
$707K +$332K +6,198 +69%
NFA
874
Northern Financial Advisors
Michigan
$699K – – –
WTA
875
Washington Trust Advisors
Massachusetts
$696K – – –