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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1726
Ariadne Wealth Management
California
$829K +$24.9K +102 +4%
WPWM
1727
Western Pacific Wealth Management
Illinois
$827K +$38.6K +158 +6%
HIA
1728
Harbor Investment Advisory
Maryland
$827K +$21.8K +89 +3%
PAS
1729
Parsonex Advisory Services
Colorado
$827K -$5.13K -21 -0.7%
Park National Corp
1730
Park National Corp
Ohio
$827K +$95.1K +389 +15%
DP
1731
Dearborn Partners
Illinois
$826K -$31.5K -129 -4%
SAM
1732
SP Asset Management
California
$826K +$1.96K +8 +0.3%
TC
1733
TFR Capital
Texas
$826K +$723K +2,957 New
FAM
1734
Formidable Asset Management
Ohio
$826K +$303K +1,238 +51%
HFS
1735
Hoge Financial Services
Pennsylvania
$825K +$723K +2,955 New
CBA
1736
Coastal Bridge Advisors
Connecticut
$823K -$44.5K -182 -6%
LI
1737
LRI Investments
Florida
$823K +$37.7K +154 +6%
FFA
1738
Fragasso Financial Advisors
Pennsylvania
$822K +$1.22K +5 +0.2%
WJA
1739
Willis Johnson & Associates
Texas
$820K +$284K +1,162 +65%
IP
1740
Investment Partners
Ohio
$819K -$41.6K -170 -5%
Williams Jones Wealth Management
1741
Williams Jones Wealth Management
New York
$816K +$53.6K +219 +8%
IIM
1742
InTrack Investment Management
Vermont
$816K +$256K +1,047 +56%
GAMCO Investors
1743
GAMCO Investors
Connecticut
$813K -$45.2K -185 -6%
JE
1744
JMAC Enterprises
Pennsylvania
$810K – – –
4WM
1745
49 Wealth Management
Texas
$809K +$23.2K +95 +3%
CP
1746
Clarendon Private
Massachusetts
$807K +$35.5K +145 +5%
FVWA
1747
Foster Victor Wealth Advisors
South Carolina
$807K +$17.1K +70 +3%
Dakota Wealth Management
1748
Dakota Wealth Management
Florida
$805K -$2.15M -8,790 -75%
JIP
1749
Jaffetilchin Investment Partners
Florida
$804K +$264K +1,078 +60%
AZ
1750
Alpha Zero
Florida
$800K +$62.1K +254 +10%