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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2751
Financial Perspectives
Minnesota
$3.66M +$334 +2 +0%
NFG
2752
Norris Financial Group
South Carolina
$3.66M -$562K -3,368 -14%
S
2753
Sunpointe
Missouri
$3.65M +$28.9K +173 +0.9%
PGWM
2754
Parisi Gray Wealth Management
New Jersey
$3.64M +$33.9K +203 +1%
AIA
2755
Alternative Investment Advisors
Florida
$3.64M -$13.4K -80 -0.4%
PPP
2756
Private Portfolio Partners
New Jersey
$3.63M +$104K +625 +3%
SAM
2757
Sequent Asset Management
Texas
$3.63M +$26.5K +159 +0.8%
BC
2758
Blackhill Capital
New Jersey
$3.63M
HS
2759
HighVista Strategies
Massachusetts
$3.62M +$2.05M +12,300 +158%
RCM
2760
Riverpark Capital Management
New York
$3.62M
WWM
2761
Whalen Wealth Management
Nevada
$3.62M +$1.01M +6,062 +43%
AIA
2762
Alera Investment Advisors
Illinois
$3.62M -$813K -4,872 -20%
WWM
2763
WJ Wealth Management
Arizona
$3.61M +$89.1K +534 +3%
HFM
2764
Hartford Financial Management
Connecticut
$3.6M -$27.2K -163 -0.8%
W
2765
WealthCollab
Washington
$3.6M -$6.51K -39 -0.2%
PCMC
2766
Private Capital Management (Colorado)
Colorado
$3.6M +$289K +1,734 +10%
MGAM
2767
McGowan Group Asset Management
Texas
$3.6M +$118K +708 +4%
LWM
2768
Liberty Wealth Management
California
$3.59M +$63.8K +382 +2%
CWS
2769
Cypress Wealth Services
California
$3.59M +$47.4K +284 +1%
PPC
2770
Park Place Capital
Alabama
$3.58M +$103K +616 +3%
TFIPS
2771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.57M +$288K +1,723 +10%
LWM
2772
LongView Wealth Management
Georgia
$3.56M -$47.6K -285 -1%
SICM
2773
Sustainable Insight Capital Management
New York
$3.56M +$2.27M +13,600 +221%
XSC
2774
X-Square Capital
Puerto Rico
$3.56M +$656K +3,929 +24%
TWM
2775
Tanager Wealth Management
United Kingdom
$3.55M -$223K -1,333 -6%