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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1351
Evolution Wealth Advisors
Florida
$11.6M +$118K +880 +1%
BCA
1352
Bay Colony Advisors
Massachusetts
$11.6M -$468K -3,495 -4%
JCM
1353
JAT Capital Management
Connecticut
$11.5M -$6.52M -48,661 -35%
CFD
1354
Creative Financial Designs
Indiana
$11.5M -$673K -5,021 -5%
TTWM
1355
TCV Trust & Wealth Management
Virginia
$11.5M +$54.9K +410 +0.5%
SAM
1356
Sompo Asset Management
Japan
$11.5M -$3.39M -25,290 -22%
FC
1357
Fulcrum Capital
Washington
$11.5M -$201K -1,499 -2%
SAM
1358
Synergy Asset Management
Washington
$11.5M -$826K -6,164 -6%
BST
1359
Bath Savings Trust
Maine
$11.5M -$5.76K -43 -0%
JAWM
1360
J. Arnold Wealth Management
Ohio
$11.4M +$12M +89,774 New
CII
1361
Capital International Inc
California
$11.4M -$2.73M -20,402 -19%
GIP
1362
Greatmark Investment Partners
Georgia
$11.4M -$58.3K -435 -0.5%
CHC
1363
City Holding Co
West Virginia
$11.4M +$455K +3,396 +4%
1SB
1364
1ST Source Bank
Indiana
$11.4M -$62.4K -466 -0.5%
PCM
1365
Penserra Capital Management
California
$11.4M -$7.99M -59,649 -40%
AIP
1366
Alapocas Investment Partners
Massachusetts
$11.4M +$139K +1,035 +1%
PFS
1367
Physicians Financial Services
North Carolina
$11.4M -$221K -1,648 -2%
GAG
1368
GM Advisory Group
New York
$11.3M -$48.9K -365 -0.4%
FFM
1369
Forum Financial Management
Illinois
$11.3M +$152K +1,136 +1%
IFWM
1370
Institute for Wealth Management
Colorado
$11.3M -$114K -853 -1%
SS
1371
Sunbelt Securities
Texas
$11.3M +$264K +1,969 +2%
BAM
1372
Belpointe Asset Management
Nevada
$11.2M +$468K +3,494 +4%
AA
1373
ALPS Advisors
Colorado
$11.2M +$959K +7,156 +9%
TCA
1374
Trifecta Capital Advisors
Illinois
$11.2M +$407K +3,040 +4%
LMKC
1375
L.M. Kohn & Company
Ohio
$11.1M -$18.9K -141 -0.2%