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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1351
Intercontinental Wealth Advisors
Texas
$6.87M +$1.04M +10,564 +15%
MCP
1352
Mirador Capital Partners
California
$6.86M +$2.01M +20,344 +33%
SFP
1353
Sandbox Financial Partners
Maryland
$6.85M -$1.05M -10,609 -12%
MAM
1354
Morse Asset Management
Connecticut
$6.84M -$2.85M -28,805 -26%
WF
1355
WoodTrust Financial
Wisconsin
$6.83M -$1.18M -11,983 -13%
WAM
1356
Wallington Asset Management
Indiana
$6.82M -$265K -2,680 -3%
PA
1357
PFG Advisors
Arizona
$6.81M +$926K +9,375 +13%
JEST
1358
JTC Employer Solutions Trustee
Jersey
$6.8M
AIMC
1359
Alley Investment Management Company
Illinois
$6.79M -$118K -1,196 -1%
EAM
1360
Evanson Asset Management
California
$6.78M +$636K +6,440 +9%
SIMG
1361
Sonora Investment Management Group
Arizona
$6.78M +$1.4M +14,170 +21%
MRCM
1362
M&R Capital Management
New Jersey
$6.78M -$625K -6,328 -7%
CIA
1363
Covington Investment Advisors
Pennsylvania
$6.77M -$2.62M -26,505 -25%
CWM
1364
Curi Wealth Management
North Carolina
$6.76M -$208K -2,101 -3%
FMC
1365
First Merchants Corp
Indiana
$6.76M +$1.31M +13,231 +20%
TCA
1366
Trifecta Capital Advisors
Illinois
$6.75M +$7.94M +80,414 New
CA
1367
Clearstead Advisors
Ohio
$6.75M +$130K +1,312 +2%
ZIG
1368
Zuckerman Investment Group
Illinois
$6.74M +$301K +3,044 +4%
HHMI
1369
Howard Hughes Medical Institute
Maryland
$6.72M
SIC
1370
Sigma Investment Counselors
Michigan
$6.71M +$7.71K +78 +0.1%
LCAM
1371
London & Capital Asset Management
United Kingdom
$6.7M -$29.7K -301 -0.4%
PCM
1372
Patient Capital Management
Maryland
$6.69M
WSCM
1373
Wellington Shields Capital Management
New York
$6.69M -$3.89M -39,379 -33%
FAT
1374
First American Trust
California
$6.69M -$210K -2,128 -3%
KA
1375
Kintegral Advisory
New York
$6.68M +$7.84M +79,358 New