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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1151
Connecticut Wealth Management
Connecticut
$3.12M +$1.78M +3,094 +145%
WPW
1152
Waldron Private Wealth
Pennsylvania
$3.11M -$54.8K -95 -2%
FM
1153
Family Management
New York
$3.11M +$2.57M +4,463 +597%
APWM
1154
Atlas Private Wealth Management
New York
$3.11M -$10.4K -18 -0.3%
CW
1155
CreativeOne Wealth
Kansas
$3.11M -$50.2K -87 -2%
FRA
1156
Front Row Advisors
California
$3.1M -$207K -359 -6%
DJYG
1157
David J. Yvars Group
Florida
$3.1M +$148K +257 +5%
STA
1158
Summit Trail Advisors
New York
$3.09M -$140K -243 -4%
BCM
1159
Barometer Capital Management
Ontario, Canada
$3.09M +$306K +530 +11%
CIS
1160
Capital International Sarl
California
$3.08M +$196K +340 +7%
VFA
1161
Valeo Financial Advisors
Indiana
$3.07M +$92.3K +160 +3%
MCM
1162
McDonough Capital Management
Florida
$3.07M -$53.6K -93 -2%
AWM
1163
Avitas Wealth Management
California
$3.06M +$23.6K +41 +0.8%
SFP
1164
Shepherd Financial Partners
Massachusetts
$3.04M -$34.6K -60 -1%
RPI
1165
Railway Pension Investments
United Kingdom
$3.04M +$2.94M +5,100 New
GLAM
1166
Gardner Lewis Asset Management
Pennsylvania
$3.04M +$2.94M +5,099 New
HTC
1167
Haverford Trust Company
Pennsylvania
$3.04M -$439K -761 -13%
NHT
1168
New Hampshire Trust
New Hampshire
$3.04M -$157K -273 -5%
DPIM
1169
Duff & Phelps Investment Management
Illinois
$3.02M +$17.3K +30 +0.6%
GC
1170
GFG Capital
Florida
$3.01M -$277K -480 -9%
HCCM
1171
Hudson Canyon Capital Management
New York
$3M -$64K -111 -2%
RSWM
1172
Robertson Stephens Wealth Management
California
$2.99M +$474K +822 +20%
ADL
1173
Asset Dedication LLC
California
$2.99M +$133K +231 +5%
AEPWM
1174
Atlantic Edge Private Wealth Management
Florida
$2.98M +$2.88M +4,998 New
WSCM
1175
Wellington Shields Capital Management
New York
$2.97M +$320K +555 +13%