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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1601
Cornerstone Wealth Management
Missouri
$8.37M +$79.3K +460 +0.9%
AWA
1602
Arete Wealth Advisors
Illinois
$8.33M +$79.3K +460 +0.9%
TF
1603
Tompkins Financial
New York
$8.33M +$8.75M +50,720 New
SG
1604
StoneX Group
New York
$8.31M -$345K -2,000 -4%
TAMH
1605
Taikang Asset Management (HK)
Hong Kong
$8.3M +$1.22M +7,080 +16%
BP
1606
Ballentine Partners
Massachusetts
$8.28M +$65.5K +380 +0.8%
RCAG
1607
Rehmann Capital Advisory Group
Michigan
$8.25M +$373K +2,160 +4%
RFWA
1608
RPg Family Wealth Advisory
Massachusetts
$8.22M +$86.2K +500 +1%
CLC
1609
Charles-Lim Capital
Hong Kong
$8.21M -$60.4M -350,000 -88%
HLCM
1610
Hickory Lane Capital Management
New York
$8.21M +$862K +5,000 +11%
CPC
1611
Congress Park Capital
New York
$8.2M -$55.2K -320 -0.6%
PHM
1612
Prospect Hill Management
New Jersey
$8.2M
SMG
1613
Spectrum Management Group
Indiana
$8.19M +$1.22M +7,080 +17%
TPWA
1614
TRUE Private Wealth Advisors
Oregon
$8.19M +$3.45K +20 +0%
FI
1615
Fosun International
China
$8.19M +$462K +2,680 +6%
PGA
1616
Portland Global Advisors
Maine
$8.18M +$7.17M +41,540 +502%
IIM
1617
Ipswich Investment Management
Massachusetts
$8.12M +$176K +1,020 +2%
SFA
1618
Sequoia Financial Advisors
Ohio
$8.11M -$21.4M -124,340 -72%
SWK
1619
Stephen W. Kidder
$8.1M -$13.8K -80 -0.2%
ADL
1620
Asset Dedication LLC
California
$8.08M +$235K +1,360 +3%
CNC
1621
Canandaigua National Corp
New York
$8.07M -$204K -1,180 -2%
SIA
1622
Soltis Investment Advisors
Utah
$8.06M +$849K +4,920 +11%
LBD
1623
Landsberg Bennett & Dubbaneh
Florida
$8.05M +$421K +2,440 +5%
AP
1624
Americana Partners
Texas
$8.04M +$5.59M +32,420 +196%
OHIS
1625
Oak Harvest Investment Services
Texas
$8.04M +$1.65M +9,560 +24%