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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1251
One Wealth Advisors
California
$722K +$676K +3,428 +6,233%
RM
1252
Resource Management
Louisiana
$720K
FGAM
1253
Financial Gravity Asset Management
Texas
$720K +$64.4K +327 +9%
ST
1254
Smithfield Trust
Pennsylvania
$717K +$12.4K +63 +2%
RWM
1255
Ritholtz Wealth Management
New York
$717K +$681K +3,458 New
EB
1256
Eastern Bank
Massachusetts
$713K -$26.2K -133 -4%
NCMW
1257
Northern Capital Management (Wisconsin)
Wisconsin
$709K +$985 +5 +0.1%
ECM
1258
Evergreen Capital Management
Washington
$707K +$48.5K +246 +8%
BP
1259
Ballentine Partners
Massachusetts
$705K -$26.2K -133 -4%
TPWA
1260
TRUE Private Wealth Advisors
Oregon
$703K -$14.8K -75 -2%
FWCM
1261
First Western Capital Management
California
$703K -$45.9K -233 -6%
PWA
1262
Providence Wealth Advisors
Illinois
$703K -$788 -4 -0.1%
WA
1263
WealthTrust Axiom
Pennsylvania
$700K +$98.5K +500 +17%
FI
1264
Fosun International
China
$696K +$656K +3,330 New
BPCE
1265
Bank Pictet & Cie (Europe)
Germany
$689K +$20.5K +104 +3%
ACM
1266
Armbruster Capital Management
New York
$688K
JIC
1267
Joel Isaacson & Co
New York
$688K
TF
1268
TLWM Financial
Texas
$688K +$3.35K +17 +0.5%
BAM
1269
Belpointe Asset Management
Nevada
$686K +$239K +1,212 +58%
PWM
1270
Perigon Wealth Management
California
$682K -$376K -1,907 -37%
HA
1271
Harfst & Associates
Wyoming
$679K +$24.8K +126 +4%
CBB
1272
Citizens Business Bank
California
$676K -$13.8K -70 -2%
SCM
1273
Southport Capital Management
Tennessee
$676K -$7.49K -38 -1%
SOAMC
1274
Spirit of America Management Corp
New York
$674K
MWAC
1275
Mariner Wealth Advisors (Cincinnati)
Ohio
$671K -$2.41M -12,227 -79%