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Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
926
Albert D. Mason Inc
Massachusetts
$612K +$591K +6,582 New
FAIM
927
Financial Advocates Investment Management
Washington
$611K -$5.12K -57 -0.9%
WSTAM
928
Wilbanks Smith & Thomas Asset Management
Virginia
$611K -$7.27K -81 -1%
GA
929
Geller Advisors
New York
$610K +$282K +3,143 +93%
MPPW
930
Mitchell & Pahl Private Wealth
Oklahoma
$608K +$13.2K +147 +2%
CGIM
931
Capital Group Investment Management
Singapore
$605K -$85.9K -957 -13%
JAG
932
Journey Advisory Group
Kentucky
$605K -$1.79K -20 -0.3%
EWM
933
Endowment Wealth Management
Wisconsin
$604K +$67.2K +749 +13%
RIA
934
Realta Investment Advisors
Delaware
$596K +$146K +1,630 +34%
MWA
935
MFA Wealth Advisors
Pennsylvania
$594K +$573K +6,386 New
BTWM
936
Baker Tilly Wealth Management
Wisconsin
$593K +$219K +2,444 +62%
OHIS
937
Oak Harvest Investment Services
Texas
$589K -$114K -1,270 -17%
CIP
938
Capital Insight Partners
Arizona
$586K -$437K -4,870 -44%
BFG
939
Beacon Financial Group
Texas
$586K -$61.7K -687 -9%
PGFC
940
Peapack-Gladstone Financial Corp
New Jersey
$585K +$73.8K +822 +15%
SRAM
941
Spouting Rock Asset Management
Pennsylvania
$585K +$564K +6,288 New
BHPW
942
Beverly Hills Private Wealth
California
$580K +$17.7K +197 +3%
CCM
943
Cox Capital Management
Massachusetts
$579K -$41K -457 -7%
BSW
944
Buckingham Strategic Wealth
Missouri
$578K – – –
RWA
945
Ropes Wealth Advisors
Massachusetts
$576K -$29.4K -328 -5%
OPWM
946
Oakwell Private Wealth Management
Texas
$571K +$7.27K +81 +1%
AMCA
947
Arthur M. Cohen & Associates
Illinois
$566K -$74.5K -830 -12%
EWM
948
EPG Wealth Management
Georgia
$566K +$239K +2,660 +78%
YAVAPFMC
949
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$565K +$546K +6,085 New
SXL
950
Summit X LLC
Missouri
$561K +$2.06K +23 +0.4%