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Name Holding Trade Value Shares
Change
Change in
Stake
UB
1101
UMB Bank
Missouri
$376K +$38.3K +190 +11%
GIA
1102
Gladstone Institutional Advisory
Florida
$375K +$121K +598 +45%
AWE
1103
Avidian Wealth Enterprises
Texas
$374K -$53.1K -263 -12%
TCOT
1104
Trust Company of Toledo
Ohio
$372K -$2.02K -10 -0.5%
TIM
1105
Tortoise Investment Management
New York
$371K -$404 -2 -0.1%
CPIG
1106
Chicago Partners Investment Group
Illinois
$370K +$13.3K +66 +4%
FAT
1107
First American Trust
California
$368K -$11.9K -59 -3%
BAM
1108
Berkshire Asset Management
Pennsylvania
$368K +$13.3K +66 +4%
AF
1109
Allworth Financial
California
$368K +$226K +1,118 +144%
MWM
1110
Minot Wealth Management
Massachusetts
$367K -$5.65K -28 -1%
PGIM
1111
Pacific Global Investment Management
California
$364K -$43.8K -217 -10%
MCM
1112
Marathon Capital Management
Maryland
$363K +$376K +1,865 New
CCMD
1113
Cypress Capital Management (Delaware)
Delaware
$362K
MA
1114
MJP Associates
Connecticut
$362K
HFM
1115
Harvest Fund Management
China
$358K +$170K +841 +84%
OFS
1116
OneAscent Financial Services
Alabama
$358K +$372K +1,843 New
TFM
1117
TFC Financial Management
Massachusetts
$356K -$95.9K -475 -21%
DWM
1118
Darwin Wealth Management
Florida
$353K +$15.5K +77 +4%
EI
1119
Ellevest Inc
New York
$352K -$10.3K -51 -3%
AC
1120
Avestar Capital
New York
$352K +$18.4K +91 +5%
HHGA
1121
Halbert Hargrove Global Advisors
California
$351K +$4.64K +23 +1%
RB
1122
Renasant Bank
Mississippi
$346K -$35.1K -174 -9%
MWM
1123
Meridian Wealth Management
Kentucky
$343K -$6.26K -31 -2%
TAM
1124
Taurus Asset Management
New York
$343K
AAP
1125
Arax Advisory Partners
Colorado
$342K -$5.25K -26 -1%