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Name Holding Trade Value Shares
Change
Change in
Stake
SP
2126
Saranac Partners
$550K +$26.9K +205 +5%
BLC
2127
Brown, Lisle/Cummings
Rhode Island
$550K -$12.5K -95 -2%
1WM
2128
1900 Wealth Management
Texas
$548K +$79.3K +604 +17%
Fiera Capital (Canada)
2129
Fiera Capital (Canada)
Quebec, Canada
$547K -$33.5K -255 -6%
FCM
2130
Firestone Capital Management
Florida
$547K
EPIMS
2131
Evelyn Partners Investment Management Services
$547K +$74.7K +569 +16%
CAM
2132
Clark Asset Management
New Hampshire
$546K +$4.46K +34 +0.8%
AWCI
2133
Alpine Woods Capital Investors
New York
$546K +$8.79K +67 +2%
BRA
2134
Bender Robert & Associates
California
$544K -$6.56K -50 -1%
EAM
2135
Evanson Asset Management
California
$544K -$197K -1,500 -27%
MA
2136
MCF Advisors
Kentucky
$543K +$6.96K +53 +1%
CTB
2137
Country Trust Bank
Illinois
$543K +$1.31K +10 +0.2%
SWA
2138
SFMG Wealth Advisors
Texas
$543K -$48.4K -369 -8%
S
2139
Sunpointe
Missouri
$543K -$19.4K -148 -4%
COCM
2140
Charter Oak Capital Management
New Hampshire
$542K -$18.2K -139 -3%
QP
2141
Quilter Plc
United Kingdom
$541K -$75.9K -578 -13%
ZI
2142
ZEGA Investments
Florida
$541K -$3.81K -29 -0.7%
BW
2143
BXM Wealth
Colorado
$541K +$114K +868 +27%
FWM
2144
Forza Wealth Management
Florida
$539K -$32.8K -250 -6%
KWS
2145
Keystone Wealth Services
California
$539K +$1.84K +14 +0.3%
BWM
2146
Bernard Wealth Management
Michigan
$538K
KAM
2147
KEB Asset Management
Illinois
$538K +$43.5K +331 +9%
GWWM
2148
Great Waters Wealth Management
Minnesota
$538K +$17.7K +135 +3%
SIC
2149
SJS Investment Consulting
Ohio
$537K +$281K +2,144 +115%
SWRP
2150
Summit Wealth & Retirement Planning
California
$536K