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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2976
CIM Investment Management
Pennsylvania
$5.66M -$748K -2,980 -11%
BlueSky Wealth Advisors
2977
BlueSky Wealth Advisors
North Carolina
$5.65M -$957K -3,814 -14%
One Wealth Capital Management
2978
One Wealth Capital Management
Arizona
$5.65M +$2.78M +11,072 +88%
Clarendon Private
2979
Clarendon Private
Massachusetts
$5.65M +$563K +2,243 +10%
Compass Ion Advisors
2980
Compass Ion Advisors
Pennsylvania
$5.64M -$312K -1,241 -5%
Emissary Wealth LLC
2981
Emissary Wealth LLC
New Jersey
$5.64M +$82.6K +329 +1%
Duncan Williams Asset Management
2982
Duncan Williams Asset Management
Tennessee
$5.63M +$24.6K +98 +0.4%
North Dallas Bank & Trust
2983
North Dallas Bank & Trust
Texas
$5.62M -$13.1K -52 -0.2%
Rede Wealth
2984
Rede Wealth
Virginia
$5.62M +$6.28K +25 +0.1%
Redmond Asset Management
2985
Redmond Asset Management
Virginia
$5.61M -$102K -407 -2%
Brown Miller Wealth Management
2986
Brown Miller Wealth Management
Virginia
$5.61M -$93.6K -373 -2%
Silphium Asset Management
2987
Silphium Asset Management
United Kingdom
$5.61M +$612K +2,440 +12%
EFH
2988
Eaton Financial Holdings
Florida
$5.61M +$488K +1,944 +9%
Tower Trust & Investment Company
2989
Tower Trust & Investment Company
Iowa
$5.61M -$93.9K -374 -2%
Liberty Wealth Management
2990
Liberty Wealth Management
California
$5.6M – – –
Bellars Harris Wealth Management
2991
Bellars Harris Wealth Management
Virginia
$5.6M +$5.9M +23,495 New
Capstone Triton Financial Group
2992
Capstone Triton Financial Group
Oklahoma
$5.6M +$5.89M +23,485 New
Howard Financial Services
2993
Howard Financial Services
Texas
$5.6M -$2.34M -9,321 -28%
Reflection Asset Management
2994
Reflection Asset Management
South Carolina
$5.59M +$293K +1,169 +5%
ALAM
2995
Asahi Life Asset Management
Japan
$5.59M -$108K -431 -2%
GAMC
2996
Garner Asset Management Corp
Texas
$5.57M +$32.9K +131 +0.6%
TAP
2997
Tounjian Advisory Partners
Florida
$5.56M -$2.63M -10,479 -31%
PAS
2998
PKS Advisory Services
New York
$5.56M +$711K +2,832 +14%
Correct Capital Wealth Management
2999
Correct Capital Wealth Management
Missouri
$5.55M -$84.3K -336 -1%
Hudson Canyon Capital Management
3000
Hudson Canyon Capital Management
New York
$5.54M -$141K -560 -2%