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Name Holding Trade Value Shares
Change
Change in
Stake
PT
976
Plimoth Trust
Massachusetts
$3.15M +$105K +244 +3%
EW
977
Evoke Wealth
California
$3.15M -$389K -907 -10%
FHA
978
Flagship Harbor Advisors
Massachusetts
$3.15M +$90.5K +211 +3%
SC
979
Settian Capital
New York
$3.14M
WAS
980
Wealth Advisory Solutions
Indiana
$3.14M +$973K +2,268 +38%
SLWA
981
San Luis Wealth Advisors
California
$3.14M -$79.8K -186 -2%
HZ
982
Hixon Zuercher
Ohio
$3.13M +$543K +1,267 +18%
CII
983
Capital International Inc
California
$3.12M +$3.49M +8,132 New
SAI
984
Systematic Alpha Investments
New Jersey
$3.11M
JSSH
985
J. Safra Sarasin Holding
$3.11M +$1.19M +2,779 +53%
CAM
986
Cypress Asset Management
Texas
$3.11M -$68.2K -159 -2%
BP
987
Ballentine Partners
Massachusetts
$3.1M +$446K +1,041 +15%
HCMT
988
Highland Capital Management (Tennessee)
Tennessee
$3.1M -$1.14M -2,664 -25%
MAM
989
Magellan Asset Management
Australia
$3.1M +$3.4M +7,936 +5,511%
MWM
990
Mission Wealth Management
California
$3.09M +$155K +362 +5%
FCMT
991
Founders Capital Management (Texas)
Texas
$3.06M -$12K -28 -0.4%
GLF
992
Groupe la Francaise
France
$3.05M -$3.52M -8,197 -51%
AWAU
993
Alliance Wealth Advisors (Utah)
Utah
$3.05M -$295K -689 -8%
SW
994
SlateStone Wealth
Florida
$3.03M +$277K +647 +9%
FAM
995
Formidable Asset Management
Ohio
$3.02M +$261K +609 +8%
LRPA
996
L. Roy Papp & Associates
Arizona
$3.02M
CTA
997
Colonial Trust Advisors
South Carolina
$3.02M +$397K +926 +13%
FTWA
998
Fifth Third Wealth Advisors
Ohio
$3.01M -$1.1M -2,562 -25%
P
999
Pitcairn
Pennsylvania
$3.01M -$1.8M -4,199 -35%
CW
1000
CreativeOne Wealth
Kansas
$3.01M -$304K -710 -8%