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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2851
Havemeyer Place
Connecticut
$5.3M +$5.6M +25,454 New
ANB
2852
Amarillo National Bank
Texas
$5.3M +$112K +507 +2%
NEWAS
2853
N.E.W. Advisory Services
Wisconsin
$5.3M -$204K -927 -4%
BPW
2854
BlueDoor Private Wealth
Massachusetts
$5.29M +$181K +823 +3%
EPIME
2855
Evelyn Partners Investment Management (Europe)
$5.29M +$220 +1 +0%
GIA
2856
GHP Investment Advisors
Colorado
$5.27M +$3.85M +17,484 +224%
AP
2857
Advisors Preferred
Maryland
$5.27M
TWM
2858
Thrive Wealth Management
Pennsylvania
$5.27M +$443K +2,010 +9%
WMA
2859
West Michigan Advisors
Michigan
$5.26M +$274K +1,245 +5%
AA
2860
Aire Advisors
California
$5.26M +$126K +574 +2%
TFP
2861
TrueWealth Financial Partners
Washington
$5.25M +$5.55M +25,223 New
FFA
2862
Fi3 Financial Advisors
Indiana
$5.25M +$1.16M +5,273 +26%
SRC
2863
Sage Rhino Capital
California
$5.25M +$1.6M +7,261 +40%
PAM
2864
Peak Asset Management
Colorado
$5.24M -$31K -141 -0.6%
PI
2865
Pettee Investors
Connecticut
$5.24M +$12.3K +56 +0.3%
MJFG
2866
Mars Jewett Financial Group
Washington
$5.24M -$55.9K -254 -1%
GRWP
2867
Green Ridge Wealth Planning
New Jersey
$5.23M +$64.5K +293 +1%
EW
2868
Elyxium Wealth
California
$5.23M -$1.2M -5,439 -18%
SWP
2869
Summit Wealth Partners
Florida
$5.23M +$4.26M +19,368 +338%
PNFS
2870
PW Nova Financial Services
Pennsylvania
$5.21M +$2.69M +12,221 +95%
AFA
2871
American Financial Advisors
Georgia
$5.21M -$385K -1,748 -7%
PP
2872
Paloma Partners
Connecticut
$5.21M +$220K +1,000 +4%
CCAM
2873
Capelight Capital Asset Management
New York
$5.21M +$2.25M +10,217 +69%
MAM
2874
MWA Asset Management
Massachusetts
$5.2M +$463K +2,103 +9%
LFS
2875
Lighthouse Financial Services
California
$5.19M -$47.3K -215 -1%