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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
3051
Boomfish Wealth Group
Georgia
$5.19M +$1.01M +4,007 +23%
VPW
3052
Variant Private Wealth
Virginia
$5.19M -$504K -2,007 -8%
PFG
3053
Prosperity Financial Group
California
$5.19M +$85.3K +340 +2%
ECM
3054
English Capital Management
Michigan
$5.19M
PI
3055
Pettee Investors
Connecticut
$5.19M +$499K +1,987 +10%
CBT
3056
Crews Bank & Trust
Florida
$5.19M -$48.7K -194 -0.9%
CI
3057
CacheTech Inc
Utah
$5.18M +$81.1K +323 +2%
GIPW
3058
Granite Islands Private Wealth
Connecticut
$5.18M +$29.4K +117 +0.5%
AWCI
3059
Alpine Woods Capital Investors
New York
$5.17M -$25.1K -100 -0.5%
GTAM
3060
Global Trust Asset Management
Florida
$5.17M -$263K -1,046 -5%
SWMP
3061
Signature Wealth Management Partners
New Jersey
$5.17M -$2.01K -8 -0%
TA
3062
Tactive Advisors
Florida
$5.17M -$51.5K -205 -0.9%
SC
3063
SMA Capital
New York
$5.16M +$5.43M +21,641 New
RDFA
3064
Ritter Daniher Financial Advisory
Ohio
$5.16M -$109K -435 -2%
HA
3065
Herold Advisors
New York
$5.16M -$33.4K -133 -0.6%
BTD
3066
BankPlus Trust Department
Mississippi
$5.15M -$44.2K -176 -0.8%
UAML
3067
US Asset Management LLC
Pennsylvania
$5.14M +$15.1K +60 +0.3%
B
3068
Barings
North Carolina
$5.13M +$1.05M +4,185 +24%
SH
3069
SLT Holdings
Arizona
$5.12M -$165K -656 -3%
UIA
3070
Ulland Investment Advisors
Minnesota
$5.11M -$20.1K -80 -0.4%
EFS
3071
Econ Financial Services
Pennsylvania
$5.11M -$2.72M -10,842 -34%
CWP
3072
Core Wealth Partners
California
$5.11M -$346K -1,380 -6%
AA
3073
Alesco Advisors
New York
$5.1M -$715K -2,847 -12%
LAIC
3074
Lederer & Associates Investment Counsel
California
$5.1M -$17.1K -68 -0.3%
LWA
3075
Legacy Wealth Advisors
Florida
$5.09M +$1.3M +5,187 +32%