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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1051
Moloney Securities Asset Management
Missouri
$647K -$76.9K -518 -10%
MP
1052
McDonald Partners
Ohio
$647K -$3.41K -23 -0.5%
DLA
1053
Douglas Lane & Associates
New York
$646K
FAIM
1054
Financial Advocates Investment Management
Washington
$646K -$17.1K -115 -2%
MMM
1055
Mendel Money Management
Illinois
$641K +$70.2K +473 +11%
RSWM
1056
Robertson Stephens Wealth Management
California
$638K +$118K +792 +20%
LI
1057
LMCG Investments
Massachusetts
$637K -$221K -1,491 -24%
SVCP
1058
Silicon Valley Capital Partners
California
$636K +$109K +732 +18%
GD
1059
Grandfield & Dodd
New York
$635K
SSW
1060
Smith Shellnut Wilson
Mississippi
$630K -$8.46K -57 -1%
SWP
1061
Strategic Wealth Partners
Ohio
$629K -$134K -903 -16%
WP
1062
WMS Partners
Maryland
$629K -$14.7K -99 -2%
CMA
1063
Cedar Mountain Advisors
Oregon
$629K +$22.4K +151 +3%
AWE
1064
Avidian Wealth Enterprises
Texas
$629K -$68.6K -462 -9%
MMA
1065
Miracle Mile Advisors
California
$629K -$890 -6 -0.1%
SVWAG
1066
Sound View Wealth Advisors Group
Georgia
$627K -$7.87K -53 -1%
GIA
1067
Gladstone Institutional Advisory
Florida
$622K -$297K -1,999 -30%
DSC
1068
Duncker Streett & Co
Missouri
$621K -$23.3K -157 -3%
NAMP
1069
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$617K +$25.7K +173 +4%
MLA
1070
MB, Levis & Associates
Pennsylvania
$614K -$2.52K -17 -0.4%
BJL
1071
Brighton Jones LLC
Washington
$614K +$39.8K +268 +6%
FSA
1072
Fort Sheridan Advisors
Illinois
$612K +$200K +1,345 +41%
LFG
1073
Larson Financial Group
Missouri
$611K -$43.3K -292 -6%
PBC
1074
Pavion Blue Capital
California
$609K +$78.4K +528 +13%
TAM
1075
Todd Asset Management
Kentucky
$607K