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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
626
Chicago Partners Investment Group
Illinois
$1.02M +$334K +1,503 +51%
IRP
627
Investment Research Partners
Pennsylvania
$1.02M +$48.7K +219 +5%
NG
628
Norden Group
Utah
$1.01M +$12K +54 +1%
BWM
629
Biltmore Wealth Management
Arizona
$999K -$25.6K -115 -2%
CFB
630
Cullen/Frost Bankers
Texas
$991K +$271K +1,218 +36%
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$990K -$7.33K -33 -0.8%
KJHP
632
K.J. Harrison & Partners
Ontario, Canada
$976K
CFO
633
Callan Family Office
Pennsylvania
$976K -$56.4K -254 -5%
MIM
634
Morningstar Investment Management
Illinois
$968K -$88.4K -398 -8%
KIA
635
Knollwood Investment Advisory
Maryland
$965K
KPWS
636
Kestra Private Wealth Services
Texas
$959K +$456K +2,052 +85%
LIM
637
Leavell Investment Management
Alabama
$958K
AV
638
Alamea Verwaltungs
New Jersey
$955K +$101K +453 +11%
PAW
639
Plan A Wealth
Nebraska
$948K +$14.9K +67 +2%
MCM
640
Manchester Capital Management
Vermont
$943K -$222 -1 -0%
Capstone Investment Advisors
641
Capstone Investment Advisors
New York
$938K +$536K +2,413 +123%
BP
642
Ballentine Partners
Massachusetts
$923K +$12.9K +58 +1%
EDRH
643
Edmond de Rothschild Holding
Switzerland
$913K +$276K +1,243 +41%
AAS
644
Annex Advisory Services
Wisconsin
$913K -$45.6K -205 -5%
SIG
645
Sargent Investment Group
Maryland
$910K +$3.11K +14 +0.3%
EI
646
EFG International
$905K +$29.6K +133 +3%
AWM
647
Absher Wealth Management
North Carolina
$901K -$811K -3,648 -46%
CWM
648
Connecticut Wealth Management
Connecticut
$897K +$217K +978 +30%
RCM
649
Requisite Capital Management
Texas
$893K
HSA
650
HBK Sorce Advisory
Pennsylvania
$890K +$68.4K +308 +9%