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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1101
Geneos Wealth Management
Colorado
$54.4M -$602K -2,244 -1%
CP
1102
Cumberland Partners
Ontario, Canada
$54.4M -$55.8K -208 -0.1%
SW
1103
Solidarity Wealth
Utah
$54.3M +$480K +1,788 +0.9%
CAM
1104
Columbia Asset Management
Michigan
$54.3M -$994K -3,704 -2%
FMWA
1105
Forvis Mazars Wealth Advisors
Missouri
$54.1M +$5.82M +21,692 +12%
TCWA
1106
Turtle Creek Wealth Advisors
Texas
$54.1M +$3.96M +14,733 +8%
GIP
1107
Granite Investment Partners
California
$54.1M +$2.23M +8,319 +4%
ANBT
1108
American National Bank & Trust
Texas
$54.1M +$54.8K +204 +0.1%
Walleye Capital
1109
Walleye Capital
New York
$53.8M -$248M -923,419 -82%
KJHP
1110
K.J. Harrison & Partners
Ontario, Canada
$53.7M -$375K -1,398 -0.7%
PFBT
1111
Parkside Financial Bank & Trust
Missouri
$53.7M +$155K +579 +0.3%
WA
1112
WestEnd Advisors
North Carolina
$53.3M -$1.61M -6,011 -3%
MAM
1113
Madison Asset Management
Wisconsin
$53.2M +$60.4K +225 +0.1%
BFC
1114
Blue Fin Capital
Rhode Island
$53.1M -$1.24M -4,612 -2%
OC
1115
Oakmont Corp
California
$53M +$1.3M +4,828 +3%
WP
1116
WealthPLAN Partners
Nebraska
$52.7M -$982K -3,657 -2%
CFP
1117
Cascade Financial Partners
California
$52.5M -$2.4M -8,939 -4%
NAS
1118
Nicolet Advisory Services
Wisconsin
$52.5M +$3M +11,187 +6%
SRC
1119
Shufro Rose & Co
New York
$52.4M +$2.85M +10,617 +6%
LPT
1120
Legacy Private Trust
Wisconsin
$52.4M -$801K -2,985 -2%
VWM
1121
Valley Wealth Managers
New Jersey
$52.3M +$38.9K +145 +0.1%
SA
1122
Strategic Advisors
New York
$52.3M -$2.83M -10,543 -5%
FFG
1123
Fiduciary Financial Group
California
$52.3M -$669K -2,491 -1%
RMC
1124
Resources Management Corp
Connecticut
$52.1M -$944K -3,515 -2%
MG
1125
Mather Group
Illinois
$52.1M +$1.17M +4,351 +2%