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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1651
Jupiter Wealth Management
Colorado
$7.36M +$246K +1,540 +4%
FMTC
1652
Farmers & Merchants Trust Company
California
$7.33M +$176K +1,100 +3%
RWP
1653
RWA Wealth Partners
Massachusetts
$7.33M +$217K +1,360 +3%
ZCA
1654
Zeke Capital Advisors
Pennsylvania
$7.31M +$1.13M +7,060 +19%
FMWA
1655
Forvis Mazars Wealth Advisors
Missouri
$7.31M +$1.1M +6,920 +18%
LPT
1656
Legacy Private Trust
Wisconsin
$7.3M -$201K -1,260 -3%
BB
1657
Berkshire Bank
Massachusetts
$7.29M -$60.6K -380 -0.8%
BFG
1658
Berger Financial Group
Minnesota
$7.29M +$7.14M +44,760 New
ST
1659
Smithfield Trust
Pennsylvania
$7.28M +$322K +2,020 +5%
UH
1660
Unigestion Holding
Switzerland
$7.27M +$6.36M +39,880 +834%
AF
1661
Aldebaran Financial
$7.27M +$63.8K +400 +0.9%
SAM
1662
Sycomore Asset Management
France
$7.27M +$3.07M +19,240 +76%
CRCM
1663
Crystal Rock Capital Management
Illinois
$7.26M -$3.03M -19,000 -30%
CC
1664
Carlson Capital
Texas
$7.26M +$7.11M +44,560 New
CFMC
1665
Curbstone Financial Management Corp
New Hampshire
$7.24M -$198K -1,240 -3%
RPWA
1666
Regent Peak Wealth Advisors
Georgia
$7.24M +$412K +2,580 +6%
VR
1667
Viridian RIA
Washington
$7.23M +$326K +2,040 +5%
APGDR
1668
Absoluto Partners Gestao de Recursos
Brazil
$7.21M +$7.06M +44,260 New
TPWA
1669
TRUE Private Wealth Advisors
Oregon
$7.2M +$367K +2,300 +5%
CCFM
1670
Clear Creek Financial Management
Washington
$7.19M +$7.05M +44,180 New
CT
1671
Clearstead Trust
Maine
$7.18M +$4.91M +30,740 +75%
LBC
1672
Lawrence B. Cohen
$7.18M +$95.7K +600 +1%
GC
1673
Grimes & Company
Massachusetts
$7.17M +$255K +1,600 +4%
RS
1674
Robeco Schweiz
Switzerland
$7.17M
MWM
1675
Marietta Wealth Management
Georgia
$7.15M +$252K +1,580 +4%