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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
751
Penobscot Investment Management
Massachusetts
$1.05M +$661K +5,340 +153%
MOS
752
MGO One Seven
Ohio
$1.03M -$233K -1,882 -14%
SFA
753
Sequoia Financial Advisors
Ohio
$1.03M -$48.8K -394 -4%
AW
754
Alaethes Wealth
Nevada
$1.03M +$1.08M +8,730 New
RPSA
755
Richard P. Slaughter Associates
Texas
$1.02M -$473K -3,821 -31%
1WA
756
180 Wealth Advisors
Washington
$1.02M +$305K +2,465 +37%
EWA
757
Exencial Wealth Advisors
Oklahoma
$1.01M +$297K +2,394 +39%
SFO
758
Stokes Family Office
Louisiana
$1.01M +$338K +2,730 +46%
FCM
759
Fairbanks Capital Management
California
$998K +$3.1K +25 +0.3%
FSC
760
Full Sail Capital
Oklahoma
$989K +$18.1K +146 +2%
MIM
761
Martin Investment Management
Florida
$988K -$26K -210 -2%
NC
762
NinePointTwo Capital
California
$976K
PP
763
Prudential plc
United Kingdom
$976K
HCM
764
Hodges Capital Management
Texas
$975K -$158K -1,275 -13%
MGWM
765
Marks Group Wealth Management
Minnesota
$972K -$70.6K -570 -6%
BG
766
Bahl & Gaynor
Ohio
$971K -$12.4K -100 -1%
BCM
767
Birch Capital Management
Texas
$970K
HNB
768
Huntington National Bank
Ohio
$956K -$30.2K -244 -3%
WANY
769
Wealthspire Advisors (New York)
New York
$953K +$442K +3,570 +80%
GAG
770
GM Advisory Group
New York
$947K
ACG
771
Allen Capital Group
Nebraska
$943K -$21.7K -175 -2%
HCM
772
Hilton Capital Management
New York
$937K +$981K +7,923 New
TW
773
TrinityPoint Wealth
Connecticut
$931K +$114K +920 +13%
HCA
774
Harbour Capital Advisors
Virginia
$928K +$972K +7,845 New
CCM
775
Coldstream Capital Management
Washington
$920K -$12.5K -101 -1%