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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1051
Private Asset Management
California
$22M -$289K -1,740 -1%
AF
1052
Alerus Financial
North Dakota
$22M -$618K -3,720 -3%
BFC
1053
Blue Fin Capital
Rhode Island
$22M -$223K -1,340 -1%
PIM
1054
Progressive Investment Management
Oregon
$21.9M -$153K -920 -0.7%
RCP
1055
Rothschild Capital Partners
New York
$21.9M -$565K -3,400 -3%
LDFR
1056
Lehman & Derafelo Financial Resources
Pennsylvania
$21.9M +$16.6K +100 +0.1%
SHGA
1057
Sand Hill Global Advisors
California
$21.8M +$1.02M +6,160 +5%
EWM
1058
Elite Wealth Management
Washington
$21.8M +$193K +1,160 +0.9%
FHCM
1059
Force Hill Capital Management
New York
$21.7M +$21M +126,400 New
HR
1060
Howe & Rusling
New York
$21.7M +$1.2M +7,200 +6%
FTDI
1061
First Trust Direct Indexing
Massachusetts
$21.6M +$6.84M +41,160 +49%
SGCA
1062
Steel Grove Capital Advisors
Tennessee
$21.6M +$346K +2,080 +2%
HCM
1063
Harvey Capital Management
Florida
$21.6M +$103K +620 +0.5%
PCR
1064
Potrero Capital Research
California
$21.5M
CA
1065
Cornerstone Advisory
Maryland
$21.4M +$675K +4,060 +3%
IIA
1066
IPG Investment Advisors
California
$21.4M +$4.36M +26,260 +27%
IWC
1067
Integrated Wealth Concepts
Massachusetts
$21.2M +$199K +1,200 +1%
NW
1068
NewEdge Wealth
Pennsylvania
$21.2M -$8.42M -50,640 -29%
BWM
1069
Bulltick Wealth Management
Florida
$21.2M +$1.49M +8,980 +8%
WA
1070
Winfield Associates
Ohio
$21.2M -$442K -2,660 -2%
TGCMU
1071
Titan Global Capital Management USA
New York
$21.2M +$2.75M +16,540 +16%
PMG
1072
ProVise Management Group
Florida
$21.2M -$326K -1,960 -2%
SA
1073
Strategic Advisors
New York
$21.1M +$352K +2,120 +2%
NRS
1074
Neville Rodie & Shaw
New York
$21.1M -$69.8K -420 -0.3%
BFIM
1075
Beese Fulmer Investment Management
Ohio
$21.1M +$415K +2,500 +2%