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Name Holding Trade Value Shares
Change
Change in
Stake
RT
1201
Rockland Trust
Massachusetts
$647K -$41.2K -2,607 -6%
APP
1202
Avantax Planning Partners
Iowa
$646K -$47K -2,980 -7%
MIS
1203
Morningstar Investment Services
Illinois
$645K +$355K +22,485 +140%
PWW
1204
Pettyjohn Wood & White
Virginia
$644K -$58.1K -3,677 -9%
TCA
1205
Transcend Capital Advisors
New Jersey
$644K -$474K -29,992 -44%
AI
1206
Atom Investors
Texas
$643K +$605K +38,293 New
VFPW
1207
Vantage Financial Partners (Wisconsin)
Wisconsin
$641K +$123K +7,762 +25%
OFG
1208
OmniStar Financial Group
North Carolina
$640K -$20.8K -1,315 -3%
CC
1209
Chicago Capital
Illinois
$640K -$12.3K -778 -2%
WSCM
1210
Wellington Shields Capital Management
New York
$637K +$268 +17 +0%
GCM
1211
Gables Capital Management
Florida
$637K +$34.7K +2,196 +6%
GSIAS
1212
Garden State Investment Advisory Services
New Jersey
$634K -$2.04K -129 -0.3%
WJWM
1213
Williams Jones Wealth Management
New York
$632K -$216K -13,681 -27%
MG
1214
Marex Group
$631K +$26.7K +1,692 +5%
LA
1215
Latitude Advisors
Florida
$631K -$7.11K -450 -1%
ACM
1216
AlphaStar Capital Management
North Carolina
$629K +$361K +22,886 +157%
LBC
1217
Lowe Brockenbrough & Co
Virginia
$628K -$112K -7,087 -16%
NFG
1218
Nadler Financial Group
Illinois
$628K +$160K +10,148 +37%
CCFCSB
1219
Cape Cod Five Cents Savings Bank
Massachusetts
$628K -$538K -34,105 -48%
IW
1220
Imprint Wealth
South Carolina
$628K -$4.01K -254 -0.7%
PMG
1221
ProVise Management Group
Florida
$628K -$42.2K -2,672 -7%
LJAC
1222
L.J. Altfest & Co
New York
$627K -$24.1K -1,528 -4%
CWM
1223
Congress Wealth Management
Massachusetts
$625K +$127K +8,030 +27%
OHWA
1224
Oak Hill Wealth Advisors
Virginia
$623K -$58.8K -3,725 -9%
AIM
1225
Access Investment Management
Georgia
$621K +$584K +37,000 New