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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1676
Kathmere Capital Management
Pennsylvania
$807K +$289K +7,324 +55%
KTC
1677
Kistler-Tiffany Companies
Pennsylvania
$806K +$121K +3,079 +17%
PG
1678
Patten Group
Tennessee
$806K +$20.7K +524 +3%
Balyasny Asset Management
1679
Balyasny Asset Management
Illinois
$802K -$2.65M -67,129 -76%
WMS
1680
Wealth Management Solutions
Pennsylvania
$802K +$27.2K +689 +3%
BMCM
1681
Burns Matteson Capital Management
New York
$801K -$13.5K -343 -2%
CAC
1682
Certified Advisory Corp
Florida
$800K +$28.6K +726 +4%
FIM
1683
Freedom Investment Management
Connecticut
$800K -$549K -13,912 -40%
MLA
1684
My Legacy Advisors
Oregon
$796K +$37.5K +952 +5%
RWA
1685
Ropes Wealth Advisors
Massachusetts
$794K -$3.83K -97 -0.5%
DA
1686
Denali Advisors
California
$793K -$3.94K -100 -0.5%
CWP
1687
Concord Wealth Partners
Virginia
$792K -$81.2K -2,058 -9%
CWS
1688
Cypress Wealth Services
California
$792K -$25.3K -642 -3%
PWLP
1689
Prio Wealth Limited Partnership
Massachusetts
$791K +$22K +559 +3%
BC
1690
Brookfield Corp
Ontario, Canada
$790K +$200K +5,064 +33%
OHIS
1691
Oak Harvest Investment Services
Texas
$789K +$801K +20,300 New
CA
1692
Carson Advisory
Georgia
$783K -$27.4K -696 -3%
RC
1693
Roundview Capital
New Jersey
$779K -$157K -3,992 -17%
EFH
1694
Eaton Financial Holdings
Florida
$779K +$405K +10,281 +105%
NIM
1695
Needham Investment Management
New York
$778K +$394K +10,000 +100%
ADMI
1696
Albert D. Mason Inc
Massachusetts
$777K +$1.85K +47 +0.2%
CAM
1697
Chesapeake Asset Management
New York
$777K +$788K +19,971 New
AAM
1698
AMI Asset Management
California
$776K +$10.7K +271 +1%
SIA
1699
SkyView Investment Advisors
New Jersey
$776K +$4.22K +107 +0.5%
GC
1700
Gilbert & Cook
Iowa
$776K +$8.83K +224 +1%