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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1576
Aristotle Atlantic Partners
Florida
$2.76M -$752K -1,890 -22%
LWCFA
1577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.76M +$327K +823 +14%
SWRP
1578
Summit Wealth & Retirement Planning
California
$2.76M -$38.6K -97 -1%
AP
1579
Anchyra Partners
Georgia
$2.76M +$150K +378 +6%
WE
1580
Wealth Effects
Massachusetts
$2.76M -$44.9K -113 -2%
QPW
1581
Quantum Private Wealth
Florida
$2.75M -$359K -902 -12%
MJFG
1582
Mars Jewett Financial Group
Washington
$2.75M +$7.56K +19 +0.3%
MFWP
1583
Mosaic Family Wealth Partners
Missouri
$2.74M +$1.75M +4,406 +208%
SC
1584
SouthState Corp
Florida
$2.74M +$284K +714 +12%
RDWM
1585
Red Door Wealth Management
Tennessee
$2.74M -$399K -1,004 -13%
AWA
1586
Artemis Wealth Advisors
New York
$2.73M +$2.59M +6,500 New
SI
1587
Sora Investors
Pennsylvania
$2.73M +$2.59M +6,500 New
SSWM
1588
Strait & Sound Wealth Management
California
$2.73M +$112K +282 +5%
BIG
1589
Brookwood Investment Group
Arizona
$2.73M +$166K +417 +7%
BLC
1590
Brown, Lisle/Cummings
Rhode Island
$2.73M +$57.7K +145 +2%
WAAG
1591
Wealth Alliance Advisory Group
Kansas
$2.73M +$449K +1,128 +21%
CIM
1592
Corda Investment Management
Texas
$2.72M -$78K -196 -3%
SOAMC
1593
Spirit of America Management Corp
New York
$2.72M +$139K +350 +6%
AT
1594
Arlington Trust
Alabama
$2.72M +$398 +1 +0%
IWS
1595
Integrity Wealth Solutions
Colorado
$2.72M -$2.39K -6 -0.1%
USGIU
1596
U.S. Global Investors (USGI)
Texas
$2.71M -$259K -650 -9%
SFS
1597
Strategic Financial Services
New York
$2.71M – – –
SGWP
1598
Sun Group Wealth Partners
California
$2.71M -$143K -360 -5%
WB
1599
Webster Bank
Connecticut
$2.71M -$398 -1 -0%
FHC
1600
First Heartland Consultants
Missouri
$2.71M +$167K +419 +7%