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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1051
Robertson Stephens Wealth Management
California
$13.5M +$184K +1,905 +1%
XWM
1052
Xcel Wealth Management
Florida
$13.4M +$157K +1,627 +1%
APG
1053
Abacus Planning Group
South Carolina
$13.4M +$53.5K +554 +0.4%
PAMI
1054
Perseverance Asset Management International
Cayman Islands
$13.4M -$5.8M -60,000 -32%
JAIC
1055
Josh Arnold Investment Consultant
Minnesota
$13.3M -$1.17M -12,070 -9%
WC
1056
Whitney & Co
New York
$13.3M +$301K +3,119 +2%
SAM
1057
Synergy Asset Management
Washington
$13.3M +$4.44M +45,976 +55%
CSPIA
1058
Cary Street Partners Investment Advisory
Virginia
$13.3M +$64.2K +664 +0.5%
BIA
1059
Biondo Investment Advisors
Pennsylvania
$13.2M +$3.67M +37,950 +42%
HT
1060
HighTower Trust
Texas
$13.2M -$16.1K -167 -0.1%
ZAM
1061
Zevin Asset Management
Massachusetts
$13.2M +$2.12M +21,931 +21%
MAA
1062
Matrix Asset Advisors
New York
$13.2M +$6.47M +66,992 +110%
JCM
1063
JAT Capital Management
Connecticut
$13.2M -$21.3M -220,540 -63%
IPAM
1064
ICICI Prudential Asset Management
India
$13.1M +$1.07M +11,086 +10%
AWM
1065
Avitas Wealth Management
California
$13.1M -$156K -1,618 -1%
NW
1066
NewEdge Wealth
Pennsylvania
$13.1M +$1.61M +16,632 +15%
WANY
1067
Wealthspire Advisors (New York)
New York
$13.1M -$1.4M -14,523 -10%
CM
1068
Corvex Management
New York
$13.1M +$12.3M +126,929 New
NPPM
1069
North Point Portfolio Managers
Ohio
$13.1M +$298K +3,085 +2%
LCS
1070
Levin Capital Strategies
New York
$13.1M -$327K -3,382 -3%
LNB
1071
Ledyard National Bank
$13.1M -$1.19M -12,277 -9%
PM
1072
Phraction Management
Connecticut
$13.1M +$126K +1,307 +1%
JWM
1073
Jessup Wealth Management
Ohio
$13M +$1.48M +15,329 +14%
SCA
1074
Stonebridge Capital Advisors
Minnesota
$13M +$422K +4,369 +4%
CCM
1075
Coerente Capital Management
Ontario, Canada
$13M +$274K +2,832 +2%