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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1026
Ironwood Investment Counsel
Arizona
$759K -$53.1K -351 -6%
GT
1027
Glenview Trust
Kentucky
$753K +$55.5K +367 +8%
WAS
1028
Wealth Advisory Solutions
Indiana
$752K -$2.03M -13,446 -72%
TWM
1029
Thrive Wealth Management
Pennsylvania
$752K -$129K -852 -14%
FDCP
1030
Foster Dykema Cabot & Partners
Massachusetts
$749K
OCM
1031
Orser Capital Management
Texas
$749K -$22.7K -150 -3%
PTP
1032
Platform Technology Partners
New York
$746K -$92.7K -613 -11%
AGP
1033
Autumn Glory Partners
Texas
$744K +$57.9K +383 +8%
WDA
1034
Wendell David Associates
New Hampshire
$744K -$104K -690 -12%
SC
1035
Syon Capital
California
$744K -$414K -2,742 -35%
SC
1036
Savant Capital
Illinois
$743K +$34.3K +227 +5%
DWM
1037
Dynasty Wealth Management
Florida
$742K -$3.53M -23,327 -82%
PPWP
1038
Premier Path Wealth Partners
New Jersey
$739K -$55K -364 -7%
SWM
1039
Spire Wealth Management
Virginia
$735K -$97.2K -643 -11%
RMCM
1040
Reynders McVeigh Capital Management
Massachusetts
$732K -$27.7K -183 -4%
CBA
1041
Coastal Bridge Advisors
Connecticut
$730K -$4.36M -28,875 -85%
BC
1042
Bridgefront Capital
Texas
$726K +$750K +4,965 New
EHC
1043
Everett Harris & Co
California
$725K
WWM
1044
Waterway Wealth Management
Texas
$724K +$78K +516 +12%
EAM
1045
Empirical Asset Management
Massachusetts
$722K +$329K +2,178 +53%
AFG
1046
ABLE Financial Group
Arizona
$721K +$225K +1,488 +43%
WAP
1047
Wealthcare Advisory Partners
Pennsylvania
$721K +$143K +947 +24%
TPCW
1048
TD Private Client Wealth
New York
$719K -$270K -1,789 -27%
GIA
1049
Gateway Investment Advisers
Ohio
$718K +$440K +2,908 +146%
BMC
1050
Benin Management Corp
Connecticut
$717K