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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1776
Tiptree Advisors
New York
$11.9M
TPCM
1777
Templeton & Phillips Capital Management
Tennessee
$11.9M -$55.1K -254 -0.4%
GLAM
1778
Gardner Lewis Asset Management
Pennsylvania
$11.8M -$1.23M -5,655 -8%
QWM
1779
Quadcap Wealth Management
Texas
$11.8M +$281K +1,293 +2%
TC
1780
TAGStone Capital
North Carolina
$11.8M -$400K -1,845 -3%
CT
1781
Clearstead Trust
Maine
$11.8M -$115K -529 -0.8%
SMA
1782
Sage Mountain Advisors
Georgia
$11.8M +$559K +2,577 +4%
NCM
1783
Nelson Capital Management
California
$11.7M +$148K +684 +1%
JPWM
1784
Jamison Private Wealth Management
Georgia
$11.7M +$81.2K +374 +0.6%
KIM
1785
Kestra Investment Management
Texas
$11.7M +$6.01M +27,681 +82%
DWM
1786
Dynasty Wealth Management
Florida
$11.7M +$4.25M +19,571 +47%
MG
1787
Mather Group
Illinois
$11.7M +$2.65M +12,214 +25%
PFBT
1788
Parkside Financial Bank & Trust
Missouri
$11.7M +$398K +1,836 +3%
SM
1789
STF Management
Texas
$11.7M +$137K +630 +1%
BWS
1790
Buck Wealth Strategies
Colorado
$11.7M +$786K +3,623 +6%
DSC
1791
Duncker Streett & Co
Missouri
$11.6M -$84.2K -388 -0.6%
EWM
1792
Evermay Wealth Management
Virginia
$11.6M +$3.76M +17,309 +40%
SBWIC
1793
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.6M +$959K +4,420 +8%
DCM
1794
Decatur Capital Management
Georgia
$11.6M +$27.6K +127 +0.2%
WA
1795
Wealth Alliance
New York
$11.6M -$494K -2,277 -4%
IDP
1796
In-Depth Partners
Florida
$11.6M +$1.84M +8,460 +16%
SMTF
1797
Sphera Management Technology Funds
Israel
$11.5M +$792K +3,650 +6%
SSI
1798
Scott & Selber Inc
Texas
$11.5M +$94.6K +436 +0.7%
MJP
1799
Michael J. Puzo
$11.5M +$73.3K +338 +0.6%
B
1800
Bellecapital
Switzerland
$11.5M +$1.12M +5,161 +9%