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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
801
Marco Investment Management
Georgia
$679K -$9.4K -125 -1%
ACM
802
Aster Capital Management
United Arab Emirates
$679K +$654K +8,698 New
MWM
803
Mission Wealth Management
California
$675K +$114K +1,510 +21%
PAS
804
Park Avenue Securities
New York
$674K -$217K -2,890 -25%
ACP
805
Aveo Capital Partners
Colorado
$672K +$7.14K +95 +1%
MA
806
Montag & Associates
Georgia
$671K +$73.4K +977 +13%
SIA
807
SkyView Investment Advisors
New Jersey
$664K +$33.5K +445 +6%
FMC
808
First Merchants Corp
Indiana
$664K
TPI
809
Trust Point Inc
Wisconsin
$663K -$4.51K -60 -0.7%
FNBT
810
FineMark National Bank & Trust
Florida
$658K -$14.5K -193 -2%
AWAU
811
Alliance Wealth Advisors (Utah)
Utah
$652K +$9.77K +130 +2%
NSEDCP
812
NJ State Employees Deferred Compensation Plan
New Jersey
$648K
HAIM
813
Hunter Associates Investment Management
Pennsylvania
$646K
CPIG
814
Chicago Partners Investment Group
Illinois
$644K +$23.3K +310 +4%
OWA
815
Outlook Wealth Advisors
Texas
$643K +$1.05K +14 +0.2%
ClearBridge Investments
816
ClearBridge Investments
New York
$642K -$49.8K -662 -7%
RBC
817
Romano Brothers & Co
Illinois
$639K
HI
818
Horizon Investments
North Carolina
$637K +$6.92K +92 +1%
RL
819
Rogco LP
Oklahoma
$632K +$4.51K +60 +0.7%
ST
820
Smithfield Trust
Pennsylvania
$629K -$46.9K -624 -7%
MHIC
821
Marble Harbor Investment Counsel
Massachusetts
$629K -$9.4K -125 -2%
SIA
822
Strategic Investment Advisors
Michigan
$627K -$48.6K -647 -7%
DWM
823
Diversify Wealth Management
Utah
$627K +$67.7K +900 +12%
PCIA
824
Prime Capital Investment Advisors
Kansas
$623K +$5.49K +73 +0.9%
TPCW
825
TD Private Client Wealth
New York
$621K +$449K +5,975 +301%