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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1001
Aristotle Atlantic Partners
Florida
$878K +$119K +406 +15%
ECM
1002
Evergreen Capital Management
Washington
$870K -$35.9K -123 -4%
JFA
1003
Johanson Financial Advisors
California
$869K +$71.5K +245 +8%
1WA
1004
180 Wealth Advisors
Washington
$867K -$177K -606 -16%
MWA
1005
Meridian Wealth Advisors
Texas
$867K +$663K +2,272 +263%
CCIA
1006
Campbell & Co Investment Adviser
Maryland
$867K +$916K +3,138 New
PAI
1007
Pittenger & Anderson Inc
Nebraska
$865K +$161K +551 +21%
CAM
1008
Cacti Asset Management
Georgia
$862K +$905K +3,100 New
MS
1009
Mizuho Securities
Japan
$856K +$347K +1,190 +62%
CP
1010
Covenant Partners
Tennessee
$847K
IA
1011
IFP Advisors
Florida
$847K +$891K +3,052 New
EDRH
1012
Edmond de Rothschild Holding
Switzerland
$844K -$131K -449 -13%
NBG
1013
Nancy B. Gardiner
$829K -$87.6K -300 -9%
RHBC
1014
R.H. Bluestein & Co
Michigan
$818K
JAM
1015
Jupiter Asset Management
United Kingdom
$815K +$49.3K +169 +6%
LNC
1016
Lincoln National Corp
Pennsylvania
$804K +$39.4K +135 +5%
FPCP
1017
Fort Point Capital Partners
California
$802K +$159K +543 +23%
MC
1018
Moors & Cabot
Massachusetts
$802K +$553K +1,894 +190%
SA
1019
Shilanski & Associates
Alaska
$801K +$5.55K +19 +0.7%
BHWM
1020
Bar Harbor Wealth Management
New Hampshire
$801K +$106K +362 +14%
ACA
1021
Atlas Capital Advisors
Wyoming
$799K +$157K +539 +23%
BOH
1022
Bank of Hawaii
Hawaii
$797K +$212K +726 +34%
NME
1023
Notis-McConarty Edward
$795K
BDF
1024
Balasa Dinverno & Foltz
$794K -$9.63K -33 -1%
PWMG
1025
Prestige Wealth Management Group
New Jersey
$791K -$3.5K -12 -0.4%