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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1751
Refined Wealth Management
Utah
$4.98M +$1.3M +10,381 +28%
WWA
1752
WCG Wealth Advisors
Nevada
$4.97M +$5.86M +46,833 New
LOAMU
1753
Lombard Odier Asset Management (USA)
New York
$4.97M +$2.78M +22,217 +90%
EBT
1754
Enterprise Bank & Trust
Massachusetts
$4.95M -$601K -4,800 -9%
I
1755
INVST
Indiana
$4.93M -$144K -1,153 -3%
APSI
1756
Asset Planning Services Inc
Louisiana
$4.93M +$87.6K +700 +2%
WCM
1757
Wisconsin Capital Management
Wisconsin
$4.92M -$1.93M -15,455 -25%
TA
1758
Tiedemann Advisors
New York
$4.91M -$1.46M -11,650 -20%
NIP
1759
Nicholas Investment Partners
California
$4.91M
UC
1760
Unio Capital
New Jersey
$4.9M -$139K -1,107 -2%
SFCL
1761
Strengthening Families & Communities LLC
Massachusetts
$4.89M -$3.5M -28,009 -94%
BWL
1762
Bogart Wealth LLC
Virginia
$4.89M +$764K +6,107 +15%
UCMOK
1763
United Capital Management of KS
Kansas
$4.88M +$118K +946 +2%
BTI
1764
Blue Trust Inc
Georgia
$4.85M +$186K +1,489 New
GI
1765
GS Investments
Minnesota
$4.83M +$619K +4,945 +16%
WPC
1766
Wedmont Private Capital
Pennsylvania
$4.82M +$702K +5,613 +14%
WA
1767
WP Advisors
California
$4.82M +$1.41M +11,290 +33%
EVC
1768
Eidelman Virant Capital
Missouri
$4.82M -$260K -2,080 -5%
PVH
1769
Psagot Value Holdings
Israel
$4.82M +$1.22M +9,740 +27%
BWA
1770
BDO Wealth Advisors
Florida
$4.81M +$791K +6,325 +16%
VA
1771
Valmark Advisers
Ohio
$4.81M +$254K +2,027 +5%
BMCM
1772
Bryn Mawr Capital Management
Pennsylvania
$4.81M +$1.02M +8,119 +22%
SIA
1773
Soltis Investment Advisors
Utah
$4.8M +$942K +7,530 +20%
BCM
1774
Buckhead Capital Management
Georgia
$4.8M +$1.26M +10,035 +29%
MIM
1775
Moseley Investment Management
Florida
$4.79M +$114K +909 +2%