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Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1301
Jaffetilchin Investment Partners
Florida
$7.52M -$899K -9,103 -9%
RWA
1302
Ropes Wealth Advisors
Massachusetts
$7.51M -$285K -2,883 -3%
GC
1303
Garde Capital
Washington
$7.49M +$43.5K +440 +0.5%
SB
1304
Strategic Blueprint
Georgia
$7.48M -$58.9K -596 -0.7%
BP
1305
Ballentine Partners
Massachusetts
$7.44M +$774K +7,837 +10%
KFS
1306
Kurt F. Somerville
$7.39M -$530K -5,364 -6%
RA
1307
Riverstone Advisors
Texas
$7.39M -$1.17M -11,802 -12%
KJWM
1308
Kiley Juergens Wealth Management
Washington
$7.37M -$136K -1,379 -2%
QI
1309
Qtron Investments
Massachusetts
$7.36M +$221K +2,235 +3%
WP
1310
Waycross Partners
Kentucky
$7.34M +$4.33M +43,877 +101%
LC
1311
Lincoln Capital
Nebraska
$7.32M -$249K -2,516 -3%
WCM
1312
Whitener Capital Management
North Carolina
$7.32M -$600K -6,070 -7%
EWA
1313
Evolution Wealth Advisors
Florida
$7.32M +$321K +3,248 +4%
CA
1314
Cornerstone Advisory
Maryland
$7.3M -$509K -5,157 -6%
EW
1315
Evoke Wealth
California
$7.3M +$8.17M +82,741 +95%
JAM
1316
JCIC Asset Management
Ontario, Canada
$7.29M -$775K -7,850 -8%
DJSG
1317
D.J. St. Germain
Massachusetts
$7.25M +$7.87M +79,702 +74%
NFAM
1318
North Fourth Asset Management
New Jersey
$7.24M +$8.52M +86,200 New
JIC
1319
Joel Isaacson & Co
New York
$7.22M +$286K +2,893 +3%
PTC
1320
Philadelphia Trust Company
Pennsylvania
$7.21M -$1.52M -15,435 -15%
TCBWMS
1321
Texas Capital Bank Wealth Management Services
Texas
$7.21M +$6.45M +65,333 +318%
PI
1322
Parkside Investments
Illinois
$7.2M -$527K -5,340 -6%
RIM
1323
Regent Investment Management
Kentucky
$7.2M +$135K +1,370 +2%
BHWM
1324
Bar Harbor Wealth Management
New Hampshire
$7.19M -$450K -4,555 -5%
SVCP
1325
Silicon Valley Capital Partners
California
$7.18M -$7.4M -74,908 -47%