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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1076
Parkway Wealth Management
Texas
$1M -$3.23M -129,978 -73%
FFA
1077
First Foundation Advisors
California
$1M -$104K -4,205 -8%
NIM
1078
Northeast Investment Management
Massachusetts
$1M +$38.2K +1,541 +3%
TWA
1079
TCI Wealth Advisors
Arizona
$999K -$39.8K -1,605 -3%
RWPA
1080
Richard W. Paul & Associates
Michigan
$998K +$101K +4,075 +9%
AFG
1081
Allegheny Financial Group
Pennsylvania
$997K +$174 +7 +0%
FGA
1082
Fortis Group Advisors
New Jersey
$996K -$1.92M -77,311 -62%
CCWA
1083
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$991K +$144K +5,805 +14%
HA
1084
Huntleigh Advisors
Missouri
$990K -$16.8K -678 -1%
BHBT
1085
Burke & Herbert Bank & Trust
Virginia
$990K -$6.25K -252 -0.5%
AW
1086
Alteri Wealth
California
$989K -$55.1K -2,219 -4%
FFO
1087
Fortitude Family Office
Arizona
$987K -$10.6K -427 -0.9%
AC
1088
Avestar Capital
New York
$984K -$121K -4,862 -9%
CS
1089
Cannell & Spears
New York
$981K +$733K +29,514 +165%
BMC
1090
Beaton Management Company
Massachusetts
$980K +$25.9K +1,044 +2%
NSIM
1091
North Star Investment Management
Illinois
$977K -$16.8K -675 -1%
NP
1092
NorthRock Partners
Minnesota
$977K +$23.9K +961 +2%
AG
1093
AlTi Global
New York
$975K +$624K +25,129 +114%
FFM
1094
Forum Financial Management
Illinois
$973K -$164K -6,610 -12%
LS
1095
Livforsakringsbolaget Skandia
Sweden
$973K – – –
SLI
1096
Sumitomo Life Insurance
Japan
$969K -$62.2K -2,505 -5%
SBH
1097
Segall Bryant & Hamill
Illinois
$969K – – –
TIA
1098
Trust Investment Advisors
Indiana
$969K -$9.38K -378 -0.8%
ML
1099
McAdam LLC
Pennsylvania
$966K +$64.2K +2,588 +6%
LOIP
1100
Live Oak Investment Partners
Texas
$961K +$29.5K +1,187 +3%