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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1476
Venturi Wealth Management
Texas
$1.01M +$396K +14,513 +73%
MVA
1477
Mount Vernon Associates
Maryland
$1.01M -$10.8K -397 -1%
FMB
1478
Field & Main Bank
Kentucky
$1M +$933K +34,171 New
OA
1479
Outfitter Advisors
Virginia
$1M -$7.24K -265 -0.8%
PIA
1480
Peachtree Investment Advisors
Georgia
$1M -$136K -4,971 -13%
DC
1481
DeDora Capital
California
$1M +$930K +34,041 New
CLOS
1482
Compagnie Lombard Odier SCmA
Switzerland
$997K +$20.5K +751 +2%
CHJWM
1483
Carlton Hofferkamp & Jenks Wealth Management
Texas
$997K +$148K +5,429 +19%
MWM
1484
Mission Wealth Management
California
$994K -$199K -7,283 -18%
MCM
1485
Mork Capital Management
California
$991K +$202K +7,414 +28%
JCM
1486
Jacobi Capital Management
Pennsylvania
$989K +$74.4K +2,724 +9%
SG
1487
StoneX Group
New York
$988K +$32.5K +1,189 +4%
CBT
1488
Capital Bank & Trust
California
$986K +$44.4K +1,625 +5%
SMG
1489
Smart Money Group
Texas
$985K +$916K +33,559 New
IP
1490
Investment Partners
Ohio
$983K +$144K +5,282 +19%
YWP
1491
YorkBridge Wealth Partners
New York
$982K -$64.9K -2,376 -6%
PL
1492
Parthenon LLC
Kentucky
$982K +$47.2K +1,727 +5%
ASC
1493
Atalanta Sosnoff Capital
New York
$976K -$1.27M -46,358 -58%
ADL
1494
Asset Dedication LLC
California
$976K +$69.9K +2,559 +8%
SIS
1495
Sound Income Strategies
Florida
$973K +$961K +35,201 New
CM
1496
Crestline Management
Texas
$972K +$904K +33,100 New
AI
1497
ArchPoint Investors
Florida
$971K +$62.2K +2,277 +7%
NIA
1498
Northstar Investment Advisors
Colorado
$970K -$21.7K -794 -2%
FDS
1499
Freedom Day Solutions
Texas
$962K +$894K +32,750 New
HIM
1500
Harbour Investment Management
Washington
$961K -$39.8K -1,456 -4%