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Name Holding Trade Value Shares
Change
Change in
Stake
HT
1001
Heritage Trust
Oklahoma
$951K +$23K +145 +2%
PWM
1002
Power Wealth Management
Georgia
$945K +$9.04K +57 +0.9%
MIM
1003
Morningstar Investment Management
Illinois
$944K +$960K +6,052 New
IA
1004
IFC Advisors
California
$943K +$6.5K +41 +0.7%
C
1005
Certuity
Florida
$938K -$27.7K -175 -3%
OWCM
1006
One Wealth Capital Management
Arizona
$937K -$62.3K -393 -6%
CA
1007
Cornerstone Advisors
North Carolina
$936K
CT
1008
Coastline Trust
Rhode Island
$935K -$30.8K -194 -3%
TWM
1009
Thrive Wealth Management
Pennsylvania
$934K -$104K -656 -10%
HA
1010
Harbor Advisors
Florida
$932K
MHC
1011
Meyer Handelman Company
New York
$928K
BCM
1012
Brasada Capital Management
Texas
$923K
FAT
1013
First American Trust
California
$923K -$112K -707 -11%
NDBT
1014
North Dallas Bank & Trust
Texas
$922K +$937K +5,911 New
FCP
1015
Fidelis Capital Partners
Florida
$918K -$20.8K -131 -2%
KIM
1016
Kestra Investment Management
Texas
$918K -$279K -1,762 -23%
SPF
1017
South Plains Financial
Texas
$917K +$20.3K +128 +2%
LA
1018
LVW Advisors
New York
$916K +$283K +1,787 +44%
RF
1019
Rossby Financial
Florida
$915K +$223K +1,407 +32%
BTI
1020
Blue Trust Inc
Georgia
$913K +$97.7K +616 +12%
MK
1021
MASTERINVEST Kapitalanlage
$911K +$926K +5,841 New
GL
1022
Graypoint LLC
New York
$910K -$46.9K -296 -5%
NL
1023
Navalign LLC
California
$909K -$3.01K -19 -0.3%
TIM
1024
Thornburg Investment Management
New Mexico
$907K
WDA
1025
Wendell David Associates
New Hampshire
$900K -$32.5K -205 -3%