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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1001
Wealthspire Advisors (New York)
New York
$11.9M +$398K +4,034 +3%
JAIC
1002
Josh Arnold Investment Consultant
Minnesota
$11.9M -$772K -7,820 -5%
CI
1003
Capital International
California
$11.8M -$16.8M -170,066 -55%
MWM
1004
Mission Wealth Management
California
$11.8M +$2.36M +23,855 +20%
RCM
1005
Ratan Capital Management
Florida
$11.8M +$6.39M +64,700 +86%
CFS
1006
CRA Financial Services
New Jersey
$11.7M -$182K -1,843 -1%
FTDI
1007
First Trust Direct Indexing
Massachusetts
$11.7M -$1.06M -10,767 -7%
AWA
1008
Arkadios Wealth Advisors
Georgia
$11.7M +$658K +6,666 +5%
CWM
1009
Congress Wealth Management
Massachusetts
$11.7M +$312K +3,157 +2%
GHA
1010
GW Henssler & Associates
Georgia
$11.7M -$3.03M -30,667 -18%
LNB
1011
Ledyard National Bank
$11.7M -$76.4K -773 -0.6%
TC
1012
Tenere Capital
New York
$11.7M +$665K +6,730 +5%
SCM
1013
Saber Capital Management
North Carolina
$11.6M -$97.1K -983 -0.7%
PCM
1014
Palouse Capital Management
Washington
$11.6M +$49.4K +500 +6%
GAM
1015
Guinness Asset Management
United Kingdom
$11.5M +$148K +1,501 +1%
TC
1016
Telemus Capital
Michigan
$11.5M +$471K +4,771 +4%
VCM
1017
Viewpoint Capital Management
Washington
$11.5M +$169K +1,709 +1%
WP
1018
WealthPLAN Partners
Nebraska
$11.5M +$11.4M +115,155 New
DEA
1019
DoubleLine ETF Adviser
Florida
$11.5M +$13.5M +136,622 New
IIA
1020
IPG Investment Advisors
California
$11.4M +$642K +6,496 +5%
CTA
1021
Colonial Trust Advisors
South Carolina
$11.4M -$43K -435 -0.3%
JGC
1022
J. Goldman & Co
New York
$11.4M -$44.4M -449,227 -77%
PCM
1023
Penserra Capital Management
California
$11.4M +$1.59M +16,116 +14%
BC
1024
Burleson & Co
California
$11.4M -$6.55M -66,266 -33%
WIM
1025
WealthPlan Investment Management
Nebraska
$11.3M -$50.9K -515 -0.4%