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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1551
Jessup Wealth Management
Ohio
$19.2M -$419K -2,286 -2%
CA
1552
Claro Advisors
Massachusetts
$19.2M -$267K -1,456 -1%
PNAA
1553
Pictet North America Advisors
Switzerland
$19.1M -$5.67M -30,910 -22%
M
1554
MOTCO
Texas
$19.1M -$1.32M -7,210 -6%
FPGK
1555
Financial Partners Group (Kansas)
Kansas
$19.1M +$219K +1,196 +1%
MWM
1556
Mattern Wealth Management
Kansas
$19.1M +$2.06M +11,215 +11%
IWA
1557
IBEX Wealth Advisors
New Jersey
$19.1M +$20.5M +111,634 New
MWM
1558
Marietta Wealth Management
Georgia
$19.1M -$878K -4,786 -4%
PSFG
1559
Prairie Sky Financial Group
Illinois
$19.1M -$26.4K -144 -0.1%
LIM
1560
Lathrop Investment Management
Arkansas
$19M +$5.87K +32 +0%
CD
1561
Chapin Davis
Maryland
$19M +$211K +1,153 +1%
S
1562
SimplyRich
California
$19M -$30.6K -167 -0.2%
BP
1563
Broadleaf Partners
Ohio
$19M -$108K -591 -0.5%
Balyasny Asset Management
1564
Balyasny Asset Management
Illinois
$19M +$42.4K +231 +0.2%
RPWA
1565
Regent Peak Wealth Advisors
Georgia
$19M +$100K +548 +0.5%
OHIS
1566
Oak Harvest Investment Services
Texas
$19M +$7.06M +38,500 +53%
CPIA
1567
Cornell Pochily Investment Advisors
New York
$19M +$485K +2,645 +2%
MSAM
1568
Moloney Securities Asset Management
Missouri
$18.9M -$871K -4,750 -4%
BFA
1569
Benedict Financial Advisors
Georgia
$18.8M -$465K -2,538 -2%
WSC
1570
Wellington Shields & Co
New York
$18.7M -$273K -1,491 -1%
CL
1571
CIM LLC
New York
$18.7M +$721K +3,931 +4%
BWL
1572
Bogart Wealth LLC
Virginia
$18.6M -$663K -3,615 -3%
CWP
1573
Cyndeo Wealth Partners
Florida
$18.6M +$599K +3,264 +3%
PWM
1574
Paulson Wealth Management
Illinois
$18.6M +$127K +691 +0.6%
MSS
1575
Mitchell Sinkler & Starr
Pennsylvania
$18.6M +$1.17M +6,391 +6%