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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
776
McDaniel Terry & Co
Texas
$675K -$48.1K -697 -7%
DWM
777
Dakota Wealth Management
Florida
$672K -$98.7K -1,430 -13%
KWM
778
Kingsview Wealth Management
Oregon
$667K -$38.4K -557 -6%
PI
779
PFG Investments
New York
$664K -$23.5K -340 -4%
CFD
780
Creative Financial Designs
Indiana
$663K +$102K +1,485 +20%
DGAM
781
Desjardins Global Asset Management
Quebec, Canada
$660K -$99.6K -1,443 -14%
CG
782
Caprock Group
Idaho
$659K +$43.5K +630 +8%
TF
783
Tompkins Financial
New York
$658K +$6.9K +100 +1%
WPW
784
Waldron Private Wealth
Pennsylvania
$657K +$46.5K +674 +8%
FMC
785
First Merchants Corp
Indiana
$653K -$19K -275 -3%
FFN
786
Focus Financial Network
Minnesota
$647K +$611K +8,847 New
MIM
787
Marco Investment Management
Georgia
$645K
ST
788
Smithfield Trust
Pennsylvania
$644K +$58.7K +851 +11%
MWA
789
MFA Wealth Advisors
Pennsylvania
$643K +$333K +4,829 +122%
HWA
790
Heritage Wealth Advisors
Virginia
$642K -$58.2K -843 -9%
MCM
791
MAI Capital Management
Ohio
$641K +$61.4K +890 +11%
JPWM
792
Jamison Private Wealth Management
Georgia
$637K +$621 +9 +0.1%
MSFS
793
Main Street Financial Solutions
Pennsylvania
$637K +$1.52K +22 +0.3%
SI
794
Seeds Investor
New York
$635K +$599K +8,685 New
ACP
795
Aveo Capital Partners
Colorado
$632K +$138 +2 +0%
FNBT
796
FineMark National Bank & Trust
Florida
$631K +$345 +5 +0.1%
CCG
797
Cypress Capital Group
Florida
$630K +$178K +2,572 +43%
OWA
798
Outlook Wealth Advisors
Texas
$625K -$93.1K -1,349 -14%
APC
799
Aspire Private Capital
North Carolina
$624K +$19.8K +287 +3%
LFA
800
LGT Financial Advisors
Texas
$624K +$4.49K +65 +0.8%