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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
851
Evergreen Private Wealth
Colorado
$6.06M +$230K +475 +5%
GITFIT
852
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$6.01M +$773K +1,596 +17%
NAMP
853
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6M -$277K -572 -5%
MIM
854
Martin Investment Management
Florida
$6M -$109K -225 -2%
AG
855
Advocate Group
Minnesota
$6M +$62.5K +129 +1%
HWAM
856
Hennion & Walsh Asset Management
New Jersey
$5.99M +$1M +2,069 +24%
RWM
857
RBA Wealth Management
California
$5.95M +$118K +244 +2%
CCG
858
Cypress Capital Group
Florida
$5.95M -$262K -542 -5%
SPG
859
Strategic Planning Group
Utah
$5.94M +$2.03M +4,190 +64%
FFA
860
First Foundation Advisors
California
$5.91M +$333K +687 +7%
SCM
861
Sitrin Capital Management
California
$5.9M +$19.9K +41 +0.4%
AF
862
Arrow Financial
New York
$5.88M +$136K +280 +3%
DAS
863
Dynamic Advisor Solutions
Arizona
$5.82M +$62.9K +130 +1%
IWA
864
Icon Wealth Advisors
Texas
$5.81M +$1.77M +3,654 +53%
S
865
SignatureFD
Georgia
$5.78M -$96.4K -199 -2%
CWM
866
Compass Wealth Management
Connecticut
$5.76M -$24.2K -50 -0.5%
WT
867
Whittier Trust
California
$5.75M -$20.1M -41,497 -80%
BDL
868
Bey-Douglas LLC
Georgia
$5.75M -$399K -823 -7%
AI
869
AXS Investments
New York
$5.73M -$903K -1,865 -15%
VSQM
870
V-Square Quantitative Management
Illinois
$5.71M +$38.7K +80 +0.8%
DBG
871
De Burlo Group
Massachusetts
$5.71M -$501K -1,035 -9%
FTWA
872
Fifth Third Wealth Advisors
Ohio
$5.7M +$2.32M +4,797 +88%
AC
873
Asio Capital
Kentucky
$5.68M +$143K +295 +3%
RDWM
874
Red Door Wealth Management
Tennessee
$5.66M +$437K +902 +10%
WCM
875
Wisconsin Capital Management
Wisconsin
$5.66M -$242K -500 -5%