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Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
1851
Albert D. Mason Inc
Massachusetts
$775K -$12.3K -265 -2%
WI
1852
WrapManager Inc
California
$773K +$8.53K +184 +1%
CWM
1853
C2C Wealth Management
Arizona
$772K -$4.13K -89 -0.6%
OIM
1854
Oder Investment Management
California
$770K +$28.2K +609 +4%
Calamos Wealth Management
1855
Calamos Wealth Management
Illinois
$770K -$160K -3,444 -18%
V
1856
VeraBank
Texas
$770K -$21.8K -470 -3%
BA
1857
Bridgewater Advisors
New York
$769K +$18.8K +406 +3%
Obermeyer Wealth Partners
1858
Obermeyer Wealth Partners
Colorado
$768K +$124K +2,681 +21%
WAL
1859
W Advisors LLC
Tennessee
$767K +$3.24K +70 +0.5%
FWM
1860
Focused Wealth Management
New York
$767K -$263K -5,677 -27%
First Command Advisory Services
1861
First Command Advisory Services
Texas
$766K +$34.3K +741 +5%
MIM
1862
MTM Investment Management
South Carolina
$765K +$93 +2 +0%
RFA
1863
ROI Financial Advisors
Oregon
$765K +$15.3K +331 +2%
WCM
1864
Winebrenner Capital Management
Kentucky
$765K +$2.87K +62 +0.4%
AFAS
1865
Acorn Financial Advisory Services
Virginia
$763K +$8.02K +173 +1%
Palisade Capital Management
1866
Palisade Capital Management
New Jersey
$761K – – –
NIM
1867
Nexus Investment Management
Ontario, Canada
$759K -$23.2K -500 -3%
ABTD
1868
Arvest Bank Trust Division
Oklahoma
$755K +$15.8K +342 +2%
Vanguard National Trust
1869
Vanguard National Trust
Pennsylvania
$755K +$697K +15,030 New
CFA
1870
CWS Financial Advisors
Michigan
$754K +$6.4K +138 +0.9%
Marex Group
1871
Marex Group
$752K -$609K -13,133 -47%
AWM
1872
Atticus Wealth Management
Florida
$750K -$44.2K -953 -6%
VFG
1873
V2 Financial group
Illinois
$748K -$23K -497 -3%
JWWM
1874
Johnson & White Wealth Management
Pennsylvania
$748K -$22.9K -494 -3%
RPGNY
1875
Retirement Planning Group (New York)
New York
$746K +$15.1K +326 +2%