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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1451
Everhart Financial Group
Ohio
$1.59M -$135K -1,060 -8%
CAMV
1452
Concord Asset Management (Virginia)
Virginia
$1.59M +$66.9K +525 +4%
MSCM
1453
McElhenny Sheffield Capital Management
Texas
$1.59M -$832K -6,533 -34%
BAM
1454
Byrne Asset Management
New Jersey
$1.58M -$4.84K -38 -0.3%
QIM
1455
Quantitative Investment Management
Virginia
$1.58M +$1.6M +12,596 New
CCM
1456
Cohen Capital Management
California
$1.58M – – –
RDWM
1457
Red Door Wealth Management
Tennessee
$1.57M +$7.52K +59 +0.5%
SPWG
1458
Syntegra Private Wealth Group
Missouri
$1.57M -$65.6K -515 -4%
HA
1459
Herold Advisors
New York
$1.56M -$25.5K -200 -2%
SA
1460
Sovran Advisors
California
$1.56M +$47.6K +374 +3%
IIM
1461
Ipswich Investment Management
Massachusetts
$1.56M – – –
IAS
1462
Insigneo Advisory Services
Florida
$1.56M +$143K +1,125 +10%
Parallax Volatility Advisers
1463
Parallax Volatility Advisers
California
$1.56M -$2.87M -22,517 -64%
MCC
1464
Money Concepts Capital
Florida
$1.56M +$117K +919 +8%
FFA
1465
Fortune Financial Advisors
Kansas
$1.55M +$38.5K +302 +2%
NHT
1466
New Hampshire Trust
New Hampshire
$1.55M -$63.1K -495 -4%
Klingman & Associates
1467
Klingman & Associates
New York
$1.55M +$13.4K +105 +0.9%
MTC
1468
McDaniel Terry & Co
Texas
$1.55M -$742K -5,828 -32%
AWM
1469
Angeles Wealth Management
California
$1.55M +$205K +1,606 +15%
MW
1470
Maia Wealth
Colorado
$1.55M +$298K +2,341 +20%
MA
1471
Modus Advisors
Minnesota
$1.55M +$26K +204 +2%
CPW
1472
Cove Private Wealth
New York
$1.54M +$160K +1,255 +11%
CWM
1473
Cranbrook Wealth Management
Michigan
$1.54M +$1.27K +10 +0.1%
HA
1474
Hamel Associates
New Jersey
$1.54M -$28K -220 -2%
KAS
1475
KPP Advisory Services
Kentucky
$1.54M +$66.2K +520 +4%