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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
976
King Wealth Management Group
Florida
$7.23M +$4.99K +60 +0.1%
CGI
977
Comgest Global Investors
France
$7.21M +$2.33M +28,000 +41%
FHB
978
First Hawaiian Bank
Hawaii
$7.19M -$28.3K -340 -0.4%
WIS
979
Wright Investors Service
Connecticut
$7.17M +$138K +1,660 +2%
UR
980
USCA RIA
Texas
$7.17M +$251K +3,020 +3%
MMG
981
Monetary Management Group
Missouri
$7.16M -$239K -2,880 -3%
CAG
982
Crestwood Advisors Group
Massachusetts
$7.15M +$23.3K +280 +0.3%
BAM
983
Belpointe Asset Management
Nevada
$7.13M -$73.2K -880 -0.9%
CNAM
984
Campbell Newman Asset Management
Wisconsin
$7.12M -$145K -1,740 -2%
BOH
985
Bank of Hawaii
Hawaii
$7.06M +$296K +3,560 +4%
RIM
986
Regent Investment Management
Kentucky
$7.05M -$88.1K -1,060 -1%
SIG
987
Sargent Investment Group
Maryland
$7.03M +$7.79M +93,660 New
EFS
988
Essex Financial Services
Connecticut
$7.03M -$294K -3,540 -4%
AC
989
Athanor Capital
New York
$7.03M +$2.77M +33,360 +55%
ECM
990
Exchange Capital Management
Michigan
$7.03M -$1.43M -17,160 -16%
PTC
991
Private Trust Company
Ohio
$7.02M +$266K +3,200 +4%
SAM
992
Sandell Asset Management
New York
$7M
IFWM
993
Institute for Wealth Management
Colorado
$7M +$7.74M +93,140 New
WAM
994
Wealthspire Advisors (Maryland)
Maryland
$6.98M +$757K +9,100 +11%
TA
995
Tiedemann Advisors
New York
$6.98M +$2.27M +27,360 +42%
SC
996
Scholtz & Company
Connecticut
$6.97M -$1.51M -18,180 -16%
BAAM
997
Baker Avenue Asset Management
California
$6.97M +$1.15M +13,820 +18%
B
998
Bailard
California
$6.96M -$742K -8,920 -9%
TFS
999
Thoroughbred Financial Services
Tennessee
$6.96M +$7.7M +92,620 New
VFA
1000
Valeo Financial Advisors
Indiana
$6.95M +$382K +4,600 +5%