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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Cohen Investment Advisors
New Hampshire
$516K +$1.83K +34 +0.4%
DCM
352
DGS Capital Management
New Jersey
$514K +$7.37K +137 +1%
CWM
353
Cordatus Wealth Management
Pennsylvania
$513K +$513K +9,526 New
VFA
354
Voya Financial Advisors
Connecticut
$513K +$36.2K +672 +7%
PA
355
Probity Advisors
Texas
$511K +$510K +9,473 New
CGL
356
Clarius Group LLC
Washington
$509K +$3.07K +57 +0.6%
AWE
357
Avidian Wealth Enterprises
Texas
$499K +$24.2K +450 +5%
WI
358
WrapManager Inc
California
$499K +$77.8K +1,445 +19%
PA
359
Procyon Advisors
Connecticut
$498K +$117K +2,175 +31%
RMAM
360
Raab & Moskowitz Asset Management
New Jersey
$490K -$17.5K -325 -3%
CT
361
Caldwell Trust
Florida
$487K -$30.8K -572 -6%
KFSC
362
Keystone Financial Services (Colorado)
Colorado
$480K -$3.87K -72 -0.8%
HWAM
363
Hennion & Walsh Asset Management
New Jersey
$478K +$28.1K +522 +6%
DJSG
364
D.J. St. Germain
Massachusetts
$475K +$474K +8,815 New
SRC
365
Sage Rhino Capital
California
$457K -$4.68K -87 -1%
HNB
366
Huntington National Bank
Ohio
$457K +$4.47K +83 +1%
FT
367
Fiduciary Trust
Massachusetts
$454K +$538 +10 +0.1%
AWS
368
Atria Wealth Solutions
New York
$448K -$118K -2,201 -21%
HPC
369
HM Payson & Co
Maine
$447K -$25.6K -476 -5%
FIA
370
Foundations Investment Advisors
Arizona
$434K -$282K -5,250 -39%
PWM
371
Perigon Wealth Management
California
$428K +$2.74K +51 +0.6%
AA
372
AlphaQ Advisors
Florida
$427K -$5.33K -99 -1%
IFG
373
Independent Financial Group
California
$423K -$45.7K -850 -10%
FLAM
374
First Light Asset Management
Minnesota
$416K
V
375
Veritable
Delaware
$408K -$71.2K -1,324 -15%