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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1201
ProVise Management Group
Florida
$29.8M +$383K +1,937 +1%
JPMIA
1202
J.P. Marvel Investment Advisors
Massachusetts
$29.7M -$31.3K -158 -0.1%
CFS
1203
CRA Financial Services
New Jersey
$29.7M +$48.1K +243 +0.2%
NCM
1204
Novare Capital Management
North Carolina
$29.7M +$317K +1,603 +1%
GH
1205
GAM Holding
Switzerland
$29.7M -$18.3M -92,260 -41%
SPG
1206
Strategic Planning Group
Utah
$29.6M +$2.84M +14,376 +12%
CIS
1207
Connors Investor Services
Pennsylvania
$29.5M +$273K +1,379 +1%
BCM
1208
BTC Capital Management
Iowa
$29.5M +$811K +4,097 +3%
AWS
1209
Arkfeld Wealth Strategies
Nebraska
$29.5M +$152K +768 +0.6%
KA
1210
Kovack Advisors
Florida
$29.4M +$138K +696 +0.5%
LWL
1211
Leo Wealth LLC
Texas
$29.4M +$7.9M +39,904 +42%
PP
1212
Peconic Partners
New York
$29.4M +$25.7M +130,000 +3,266%
BAM
1213
Belpointe Asset Management
Nevada
$29.4M +$1.22M +6,142 +5%
CT
1214
Caldwell Trust
Florida
$29.4M +$95.6K +483 +0.4%
RIA
1215
RPG Investment Advisory
California
$29.4M -$14.1M -71,191 -35%
AMCA
1216
Arthur M. Cohen & Associates
Illinois
$29.2M -$340K -1,716 -1%
QIM
1217
Quest Investment Management
Oregon
$29.2M -$6.54M -33,055 -20%
DWP
1218
Destiny Wealth Partners
Florida
$29.2M +$2.04M +10,327 +8%
CA
1219
CSM Advisors
Pennsylvania
$29.1M +$290K +1,465 +1%
BRA
1220
Bender Robert & Associates
California
$29.1M -$163K -823 -0.6%
CISOA
1221
Capital Investment Services of America
Wisconsin
$29.1M +$85.1K +430 +0.3%
GWM
1222
Geneos Wealth Management
Colorado
$29.1M +$3.57M +18,037 +16%
CCM
1223
Coerente Capital Management
Ontario, Canada
$29M +$170K +858 +0.7%
ACP
1224
Aviance Capital Partners
Florida
$28.9M +$144K +726 +0.6%
SWA
1225
Stratos Wealth Advisors
Ohio
$28.9M -$504K -2,546 -2%