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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1001
Wimmer Associates 1
California
$2.7M -$8.45K -80 -0.3%
PA
1002
Profund Advisors
Maryland
$2.7M -$206K -1,947 -7%
CPIG
1003
Chicago Partners Investment Group
Illinois
$2.7M +$9.29K +88 +0.4%
AWM
1004
Avior Wealth Management
Nebraska
$2.68M +$1.04M +9,842 +59%
MSCM
1005
McElhenny Sheffield Capital Management
Texas
$2.68M +$29.9K +283 +1%
MCM
1006
Manchester Capital Management
Vermont
$2.68M +$2.79M +26,418 New
SCA
1007
STALEY CAPITAL ADVISERS
Pennsylvania
$2.67M +$528 +5 +0%
VFA
1008
Valeo Financial Advisors
Indiana
$2.67M +$188K +1,780 +7%
PCM
1009
Perkins Capital Management
Minnesota
$2.67M -$10.6K -100 -0.4%
IA
1010
IFG Advisory
Georgia
$2.65M +$164K +1,549 +6%
EBT
1011
Enterprise Bank & Trust
Massachusetts
$2.65M +$19.3K +183 +0.7%
GIA
1012
GHP Investment Advisors
Colorado
$2.65M -$36.7K -348 -1%
GWMI
1013
Guardian Wealth Management (Illinois)
Illinois
$2.64M +$28K +265 +1%
LWMM
1014
Legacy Wealth Management (Mississippi)
Mississippi
$2.64M +$12.7K +120 +0.5%
IB
1015
Intrust Bank
Kansas
$2.64M +$71.4K +676 +3%
OHIS
1016
Oak Harvest Investment Services
Texas
$2.63M +$2.75M +26,016 New
PGIM
1017
Pacific Global Investment Management
California
$2.61M +$4.86K +46 +0.2%
BCM
1018
Birmingham Capital Management
Alabama
$2.6M
AIA
1019
Avalon Investment & Advisory
Texas
$2.59M +$170K +1,611 +7%
CAM
1020
Cubic Asset Management
Massachusetts
$2.58M -$74.2K -703 -3%
BWAM
1021
Boyd Watterson Asset Management
Ohio
$2.56M -$6.33K -60 -0.2%
PWM
1022
Perigon Wealth Management
California
$2.56M -$228K -2,159 -8%
LSA
1023
Leonteq Securities AG
Switzerland
$2.55M +$50.3K +476 +2%
IWM
1024
IHT Wealth Management
Illinois
$2.54M +$62.1K +588 +2%
TCPG
1025
Trivant Custom Portfolio Group
California
$2.53M +$2.64M +25,028 New