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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1826
Abbot Financial Management
Massachusetts
$611K – – –
BIA
1827
Beacon Investment Advisors
Maryland
$611K +$12.4K +308 +2%
JAG
1828
Journey Advisory Group
Kentucky
$610K – – –
MSWM
1829
McGlone Suttner Wealth Management
Wisconsin
$610K +$57K +1,414 +11%
HR
1830
Howe & Rusling
New York
$610K -$60.3K -1,496 -9%
E3F
1831
Eight 31 Financial
Texas
$609K -$385K -9,557 -40%
FWM
1832
Focused Wealth Management
New York
$607K +$26.8K +664 +5%
Modern Wealth Management
1833
Modern Wealth Management
Kansas
$607K +$96.1K +2,383 +20%
PP
1834
PFS Partners
New Jersey
$606K -$20.7K -514 -3%
DTC
1835
Davidson Trust Company
Washington
$606K +$32.6K +807 +6%
BOPW
1836
Brandywine Oak Private Wealth
Pennsylvania
$604K -$1.77K -44 -0.3%
HWM
1837
Horizon Wealth Management
Illinois
$603K -$207K -5,133 -26%
PA
1838
Prossimo Advisors
California
$603K -$23.7K -587 -4%
Allstate Corporation
1839
Allstate Corporation
Illinois
$602K -$8.43K -209 -1%
RSA
1840
River Street Advisors
Illinois
$600K +$32.7K +810 +6%
PP
1841
Patron Partners
Texas
$599K -$33.4K -829 -5%
GIM
1842
Grassi Investment Management
California
$599K -$48.2K -1,195 -8%
Robertson Stephens Wealth Management
1843
Robertson Stephens Wealth Management
California
$592K +$101K +2,496 +21%
QFA
1844
Quantum Financial Advisors
California
$592K +$173K +4,296 +44%
DAM
1845
Derbend Asset Management
Georgia
$591K +$5.57K +138 +1%
CAM
1846
Campion Asset Management
Virginia
$591K +$13.7K +340 +2%
Krilogy Financial
1847
Krilogy Financial
Missouri
$591K -$31.2K -773 -5%
MCM
1848
McKinley Capital Management
Alaska
$590K +$9.2K +228 +2%
CBA
1849
Coastal Bridge Advisors
Connecticut
$585K -$31.4K -779 -5%
OFS
1850
OneAscent Financial Services
Alabama
$585K -$8.43K -209 -1%