Name Holding Trade Value Shares
Change
Change in
Stake
YIM
1876
Yoffe Investment Management
Pennsylvania
$671K +$167 +4 +0%
FCAS
1877
First Command Advisory Services
Texas
$670K -$149K -3,589 -20%
PCM
1878
Palisade Capital Management
New Jersey
$670K – – –
IAG
1879
Investment Advisory Group
Massachusetts
$669K -$40.4K -970 -6%
MGAM
1880
McGowan Group Asset Management
Texas
$664K +$7.24K +174 +1%
LNB
1881
Ledyard National Bank
$664K -$24.9K -599 -4%
SEIA
1882
Signature Estate & Investment Advisors
California
$663K -$915K -21,971 -60%
DOA
1883
D'Orazio & Associates
Virginia
$663K +$22.8K +547 +4%
CIA
1884
Compass Ion Advisors
Pennsylvania
$663K -$6.37K -153 -1%
OWP
1885
Obermeyer Wealth Partners
Colorado
$662K -$15.1K -363 -2%
CBT
1886
Crews Bank & Trust
Florida
$662K +$21.9K +525 +4%
RCM
1887
RB Capital Management
Nevada
$661K +$3.12K +75 +0.5%
EWS
1888
Eagle Wealth Strategies
New Jersey
$661K -$77.9K -1,871 -11%
AFM
1889
Abbot Financial Management
Massachusetts
$658K – – –
VFPW
1890
Vantage Financial Partners (Wisconsin)
Wisconsin
$658K +$36.5K +877 +6%
TWM
1891
Trueblood Wealth Management
Ohio
$658K -$60.9K -1,462 -9%
KWM
1892
Kiker Wealth Management
Georgia
$656K -$47.8K -1,147 -7%
WGC
1893
Watts Gwilliam & Co
Arizona
$654K +$59.3K +1,424 +11%
IWA
1894
Invera Wealth Advisors
Oregon
$654K -$109K -2,616 -15%
WDG
1895
Wealth Dimensions Group
Ohio
$652K +$75.9K +1,823 +15%
AO
1896
Advisor OS
Illinois
$651K -$15.3K -368 -3%
WG
1897
Wealth Group
North Carolina
$650K -$158K -3,794 -21%
PWM
1898
Prentice Wealth Management
New York
$650K +$21.5K +517 +4%
MS
1899
Maven Securities
Jersey
$650K +$85.7K +2,058 +17%
MIA
1900
MeadowBrook Investment Advisors
Michigan
$649K -$9.99K -240 -2%