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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
826
Mitchell McLeod Pugh & Williams
Alabama
$1.39M +$7.5K +31 +0.5%
FFM
827
Forum Financial Management
Illinois
$1.38M +$17.7K +73 +1%
TFS
828
Thoroughbred Financial Services
Tennessee
$1.38M -$207K -854 -13%
MMA
829
Miracle Mile Advisors
California
$1.38M -$7.99K -33 -0.6%
SWM
830
Shelton Wealth Management
Texas
$1.38M +$127K +523 +10%
GWM
831
GDS Wealth Management
Texas
$1.38M +$9.2K +38 +0.7%
SIA
832
Schear Investment Advisers
Ohio
$1.37M +$20.1K +83 +1%
WPW
833
Waldron Private Wealth
Pennsylvania
$1.37M +$28.3K +117 +2%
BPA
834
Beacon Pointe Advisors
California
$1.37M +$375K +1,550 +37%
AFG
835
Atomi Financial Group
New York
$1.36M +$217K +898 +19%
RMP
836
Richards, Merrill & Peterson
Washington
$1.35M +$3.15K +13 +0.2%
TAM
837
Trust Asset Management
Texas
$1.34M
AF
838
Advisornet Financial
Minnesota
$1.34M +$1.3M +5,381 +2,350%
MNBTD
839
Moody National Bank Trust Division
Texas
$1.34M -$38.5K -159 -3%
PP
840
Patten & Patten
Tennessee
$1.34M +$26.6K +110 +2%
PPW
841
Parcion Private Wealth
Washington
$1.34M -$11.4K -47 -0.8%
CPBTD
842
Central Pacific Bank - Trust Division
Hawaii
$1.33M -$113K -467 -8%
LGA
843
Lebenthal Global Advisors
New York
$1.33M +$8.96K +37 +0.7%
CRWM
844
Castle Rock Wealth Management
California
$1.32M +$205K +846 +17%
MPPW
845
Mitchell & Pahl Private Wealth
Oklahoma
$1.32M +$27.4K +113 +2%
CWM
846
Challenger Wealth Management
California
$1.31M -$361K -1,492 -21%
JWCA
847
J.W. Cole Advisors
Florida
$1.3M -$710K -2,933 -35%
SAM
848
Shell Asset Management
Netherlands
$1.3M -$945K -3,905 -42%
ATC
849
Argent Trust Co
Tennessee
$1.3M +$130K +539 +11%
CW
850
CreativeOne Wealth
Kansas
$1.29M +$168K +694 +15%