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Name Holding Trade Value Shares
Change
Change in
Stake
Stonegate Investment Group
901
Stonegate Investment Group
Alabama
$3.87M -$229K -534 -5%
FCM
902
Fortis Capital Management
Washington
$3.87M +$214K +499 +5%
TW
903
TritonPoint Wealth
Maryland
$3.82M +$3.57M +8,334 +513%
Callan Family Office
904
Callan Family Office
Pennsylvania
$3.81M +$214K +500 +5%
MFS
905
Mirabella Financial Services
United Kingdom
$3.8M +$1.98M +4,617 +88%
MWA
906
Meridian Wealth Advisors
Texas
$3.8M +$190K +444 +5%
HCM
907
Hillman Capital Management
Maryland
$3.8M -$144K -335 -3%
CW
908
Channel Wealth
California
$3.78M +$4.22M +9,843 New
MYAM
909
Meiji Yasuda Asset Management
Japan
$3.77M -$15.9K -37 -0.4%
Congress Wealth Management
910
Congress Wealth Management
Massachusetts
$3.77M +$1.16M +2,697 +38%
TCM
911
Telos Capital Management
California
$3.77M +$590K +1,376 +16%
NAMP
912
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.75M -$315K -735 -7%
Summit Trail Advisors
913
Summit Trail Advisors
New York
$3.73M +$1.11M +2,583 +36%
PAMG
914
Patton Albertson Miller Group
Tennessee
$3.73M -$1.55M -3,626 -27%
First National Trust
915
First National Trust
Pennsylvania
$3.73M -$2.36M -5,494 -36%
GIC
916
Generali Investments CEE
Czech Republic
$3.71M +$556K +1,297 +15%
Ferguson Wellman Capital Management
917
Ferguson Wellman Capital Management
Oregon
$3.7M +$25.3K +59 +0.6%
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69M +$162K +378 +4%
Diversified Trust
919
Diversified Trust
Tennessee
$3.69M +$596K +1,390 +17%
FNT
920
First Nebraska Trust
Nebraska
$3.67M +$1.53M +3,574 +60%
AIM
921
Avanda Investment Management
Singapore
$3.67M +$38.6K +90 +1%
Farther Finance Advisors
922
Farther Finance Advisors
California
$3.66M +$321K +749 +9%
Modern Wealth Management
923
Modern Wealth Management
Kansas
$3.65M +$1.57M +3,666 +63%
MC
924
Mirabaud & Cie
Switzerland
$3.64M +$1.01M +2,357 +33%
Coldstream Capital Management
925
Coldstream Capital Management
Washington
$3.63M -$929K -2,167 -19%