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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
776
Exencial Wealth Advisors
Oklahoma
$673K +$163K +1,716 +38%
ATPW
777
Ashton Thomas Private Wealth
Arizona
$670K +$47.4K +500 +9%
DWA
778
Douglass Winthrop Advisors
New York
$664K – – –
IWP
779
Icon Wealth Partners
Texas
$663K +$164K +1,726 +40%
FDS
780
First Dallas Securities
Texas
$662K +$576K +6,075 New
AAM
781
Aureus Asset Management
Massachusetts
$660K -$15.7K -165 -3%
RCM
782
Requisite Capital Management
Texas
$657K – – –
AMCA
783
Arthur M. Cohen & Associates
Illinois
$654K +$569K +6,000 New
CBFP
784
Cedar Brook Financial Partners
Ohio
$653K +$41.8K +441 +8%
MG
785
Mather Group
Illinois
$650K +$2.56K +27 +0.5%
PGA
786
Portland Global Advisors
Maine
$644K +$94.8K +1,000 +20%
SFO
787
Stokes Family Office
Louisiana
$644K +$141K +1,490 +34%
VHAM
788
Van Hulzen Asset Management
California
$639K +$556K +5,859 New
PIA
789
Perennial Investment Advisors
California
$635K +$158K +1,665 +40%
MFW
790
Meristem Family Wealth
Minnesota
$634K +$24.1K +254 +5%
APP
791
Avantax Planning Partners
Iowa
$632K -$31.2K -329 -5%
HIA
792
Harbor Investment Advisory
Maryland
$632K +$228K +2,400 +71%
DIP
793
DT Investment Partners
Pennsylvania
$627K – – –
KFS
794
Kaizen Financial Strategies
California
$627K +$545K +5,749 New
BOPW
795
Brandywine Oak Private Wealth
Pennsylvania
$624K -$135K -1,423 -20%
SWP
796
Stratos Wealth Partners
Ohio
$620K +$126K +1,325 +30%
LNB
797
Ledyard National Bank
$616K -$9.48K -100 -2%
WG
798
Winton Group
United Kingdom
$614K -$1.1M -11,566 -67%
P
799
Paradiem
Louisiana
$608K +$474K +4,994 New
HPCM
800
High Pointe Capital Management
Illinois
$603K -$371K -3,914 -41%