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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1226
GM Advisory Group
New York
$32.6M +$7.8M +34,075 +32%
BAM
1227
Belpointe Asset Management
Nevada
$32.6M +$160K +698 +0.5%
BCM
1228
BTC Capital Management
Iowa
$32.6M +$247K +1,079 +0.8%
HIC
1229
Hartline Investment Corp
Illinois
$32.5M +$85.6K +374 +0.3%
SWP
1230
Sagespring Wealth Partners
Tennessee
$32.5M +$1.91M +8,341 +4%
KI
1231
KTF Investments
California
$32.5M +$32.2M +140,653 New
OPCM
1232
Osborne Partners Capital Management
California
$32.4M -$123K -539 -0.4%
MP
1233
Maestria Partners
Georgia
$32.4M
SAM
1234
Smartleaf Asset Management
Massachusetts
$32.3M +$5.92M +25,863 +23%
SC
1235
Slow Capital
California
$32.3M -$791K -3,458 -2%
PMG
1236
ProVise Management Group
Florida
$32.2M +$316K +1,380 +1%
CIS
1237
Connors Investor Services
Pennsylvania
$32.2M +$144K +631 +0.5%
SCM
1238
Sone Capital Management
New York
$32.1M +$14.4M +62,921 +82%
IPW
1239
Invictus Private Wealth
Colorado
$32.1M +$776K +3,392 +2%
WC
1240
Westwind Capital
New Mexico
$32.1M -$839K -3,667 -3%
JC
1241
Jacobs & Co
California
$32.1M -$117K -510 -0.4%
FRA
1242
Frank Rimerman Advisors
California
$32M +$2.2M +9,616 +7%
EWA
1243
EverSource Wealth Advisors
Alabama
$32M +$4.38M +19,129 +16%
SAI
1244
Savvy Advisors Inc
New York
$32M +$6.6M +28,850 +26%
TNA
1245
True North Advisors
Texas
$31.9M -$88.1K -385 -0.3%
PA
1246
Procyon Advisors
Connecticut
$31.9M +$7.19M +31,415 +29%
PNAA
1247
Pictet North America Advisors
Switzerland
$31.9M -$2.24M -9,781 -7%
HI
1248
Harbour Investments
Wisconsin
$31.8M +$3.44M +15,044 +12%
JWBC
1249
J.W. Burns & Co
New York
$31.8M +$41K +179 +0.1%
BA
1250
Birinyi Associates
Connecticut
$31.8M -$1.79M -7,810 -5%