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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1026
TCV Trust & Wealth Management
Virginia
$777K +$4.47K +305 +0.6%
HWM
1027
Horizon Wealth Management
Illinois
$776K +$195K +13,329 +35%
RWA
1028
Ropes Wealth Advisors
Massachusetts
$775K +$65.6K +4,472 +9%
PA
1029
Procyon Advisors
Connecticut
$772K -$240K -16,399 -24%
WJWM
1030
Williams Jones Wealth Management
New York
$771K -$532K -36,261 -41%
HI
1031
Humankind Investments
New York
$771K +$102K +6,956 +16%
AWA
1032
Arkadios Wealth Advisors
Georgia
$769K +$407K +27,773 +119%
TWA
1033
TCI Wealth Advisors
Arizona
$766K +$114K +7,768 +18%
HCP
1034
Hexagon Capital Partners
Arkansas
$765K +$46K +3,141 +7%
RWPA
1035
Richard W. Paul & Associates
Michigan
$762K +$186K +12,675 +33%
GWM
1036
Gray Wealth Management
Maine
$759K +$24.6K +1,675 +3%
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$759K -$76.8K -5,242 -9%
TW
1038
Towerpoint Wealth
California
$753K -$3.46K -236 -0.5%
LOAMS
1039
Lombard Odier Asset Management (Switzerland)
Switzerland
$750K
IAMOG
1040
Investors Asset Management of Georgia
Georgia
$750K -$2.2K -150 -0.3%
LIM
1041
Leavell Investment Management
Alabama
$748K -$52.7K -3,594 -7%
WAM
1042
Wolverine Asset Management
Illinois
$746K +$29K +1,977 +4%
FNBOO
1043
First National Bank of Omaha
Nebraska
$745K -$1.44M -98,028 -66%
MW
1044
Marcum Wealth
Ohio
$744K -$125K -8,543 -15%
CA
1045
Calton & Associates
Florida
$742K -$23.6K -1,608 -4%
CL
1046
CSS LLC
Illinois
$739K -$381K -26,000 -35%
SIG
1047
Stonegate Investment Group
Alabama
$735K -$33.7K -2,296 -4%
NW
1048
NewEdge Wealth
Pennsylvania
$733K -$98.5K -6,722 -12%
CT
1049
Cambridge Trust
Massachusetts
$732K -$20.3K -1,388 -3%
DEM
1050
Disciplined Equity Management
Florida
$732K +$50.4K +3,440 +8%