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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
851
Daymark Wealth Partners
Ohio
$752K +$12K +239 +2%
PTC
852
Petrus Trust Company
Texas
$749K +$103K +2,043 +18%
CNBT
853
Cornerstone National Bank & Trust
Illinois
$747K +$150K +2,973 +28%
IAS
854
Insigneo Advisory Services
Florida
$747K +$19.5K +386 +3%
MIM
855
Marco Investment Management
Georgia
$738K
WR
856
WD Rutherford
Oregon
$735K +$148K +2,930 +28%
FMP
857
Financial Management Professionals
Texas
$734K +$393K +7,805 +140%
SAM
858
Smartleaf Asset Management
Massachusetts
$732K +$143K +2,837 +27%
MGIA
859
Moneta Group Investment Advisors
Missouri
$725K -$63.4K -1,257 -9%
LA
860
LexAurum Advisors
Kansas
$725K -$66.6K -1,321 -9%
GI
861
GAMMA Investing
California
$721K +$58.4K +1,158 +10%
CHAM
862
Clear Harbor Asset Management
Connecticut
$715K +$136K +2,705 +26%
KA
863
Kercheville Advisors
Texas
$713K -$169K -3,350 -20%
YIH
864
Y-Intercept (HK)
Hong Kong
$711K +$654K +12,973 New
LWM
865
Laidlaw Wealth Management
New York
$710K -$107K -2,122 -14%
PCM
866
Prelude Capital Management
New York
$709K +$652K +12,932 New
HIC
867
Holderness Investments Company
North Carolina
$703K +$35.4K +702 +6%
BBHC
868
Brown Brothers Harriman & Co
New York
$702K +$25.8K +511 +4%
SIC
869
Samalin Investment Counsel
New York
$702K -$19.1K -379 -3%
CAAS
870
Capital Asset Advisory Services
Michigan
$698K +$104K +2,071 +20%
LW
871
Linscomb Wealth
Texas
$696K +$81.1K +1,608 +15%
SMC
872
Smith, Moore & Co
Missouri
$695K
RCM
873
RNC Capital Management
California
$691K +$636K +12,615 New
GP
874
Greenline Partners
New York
$690K
I
875
InceptionR
California
$689K +$634K +12,572 New