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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$9.06M +$287K +275 +3%
SIM
402
Seaview Investment Managers
Florida
$9M -$2.38M -2,277 -21%
AWM
403
Apollon Wealth Management
South Carolina
$8.9M -$172K -165 -2%
CAM
404
Covenant Asset Management
New Jersey
$8.86M -$36.5K -35 -0.4%
Mitsubishi UFJ Asset Management
405
Mitsubishi UFJ Asset Management
Japan
$8.8M +$823K +789 +12%
S
406
SignatureFD
Georgia
$8.66M +$610K +585 +8%
PAM
407
Panagora Asset Management
Massachusetts
$8.62M +$252K +242 +3%
CCM
408
Cinctive Capital Management
New York
$8.61M +$3.29M +3,156 +65%
CIA
409
Concurrent Investment Advisors
Florida
$8.57M +$3.47M +3,328 +71%
PA
410
Profund Advisors
Maryland
$8.56M +$1.16M +1,110 +16%
KAM
411
Karani Asset Management
New York
$8.51M -$307K -294 -4%
ST
412
Spinnaker Trust
Maine
$8.37M +$582K +558 +8%
BFO
413
Boston Family Office
Massachusetts
$8.31M -$159K -152 -2%
SW
414
Solidarity Wealth
Utah
$8.31M +$1.34M +1,287 +20%
IAA
415
Independent Advisor Alliance
North Carolina
$8.31M +$1.12M +1,072 +16%
HVP
416
Hudson Value Partners
Florida
$8.25M +$65.7K +63 +0.8%
PAS
417
Professional Advisory Services
Florida
$8.24M -$214K -205 -3%
B
418
Bailard
California
$8.23M -$216K -207 -3%
HCS
419
Himension Capital (Singapore)
Singapore
$8.22M +$803K +770 +11%
NW
420
Naviter Wealth
Arkansas
$8.18M -$553K -530 -6%
CAM
421
Cozad Asset Management
Illinois
$8.17M +$7.29M +6,990 +1,084%
AC
422
Asio Capital
Kentucky
$8.16M -$44.9K -43 -0.6%
DWP
423
Daymark Wealth Partners
Ohio
$8.13M +$1.55M +1,484 +24%
EWA
424
EP Wealth Advisors
California
$8.11M +$7.91M +7,578 New
YC
425
Yarbrough Capital
Tennessee
$8.08M