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Name Holding Trade Value Shares
Change
Change in
Stake
MDA
1151
Minot DeBlois Advisors
Massachusetts
$610K +$670K +3,745 New
LWAM
1152
Legacy Wealth Asset Management
Minnesota
$608K -$3.76K -21 -0.6%
1WA
1153
180 Wealth Advisors
Washington
$606K +$121K +674 +22%
MAM
1154
Meeder Asset Management
Ohio
$605K -$1.07K -6 -0.2%
FFM
1155
Forum Financial Management
Illinois
$603K -$40.4K -226 -6%
NO
1156
Ninety One
South Africa
$596K
BIG
1157
Brooklyn Investment Group
New York
$596K +$12.7K +71 +2%
FAM
1158
Fred Alger Management
New York
$595K -$57.4K -321 -8%
LC
1159
Lindbrook Capital
California
$595K +$11.6K +65 +2%
AWA
1160
Aaron Wealth Advisors
Illinois
$594K +$183K +1,026 +39%
IAIM
1161
International Assets Investment Management
Florida
$593K -$209K -1,167 -24%
RF
1162
Rossby Financial
Florida
$593K +$650K +3,637 New
MLA
1163
My Legacy Advisors
Oregon
$592K -$23.8K -133 -4%
T. Rowe Price Investment Management
1164
T. Rowe Price Investment Management
Maryland
$591K +$64K +358 +11%
BSHC
1165
Breed's Hill Capital
Massachusetts
$588K +$89.2K +499 +16%
PB
1166
Pinnacle Bancorp
Nebraska
$586K
ECM
1167
Everence Capital Management
Indiana
$583K -$2.09M -11,680 -77%
HWMO
1168
Heritage Wealth Management (Ohio)
Ohio
$581K
AWE
1169
Avidian Wealth Enterprises
Texas
$581K +$222K +1,242 +53%
KRSITF
1170
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$579K +$768K +4,293 +32%
PC
1171
Promus Capital
Illinois
$579K +$635K +3,552 New
SWM
1172
SilverOak Wealth Management
Minnesota
$575K
GS
1173
GTS Securities
Florida
$574K -$3.42M -19,099 -84%
UPS
1174
UHLMANN PRICE SECURITIES
Illinois
$570K +$35.8K +200 +6%
AA
1175
AlphaQ Advisors
Florida
$569K +$4.29K +24 +0.7%