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Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
576
Blue Square Asset Management
New York
$9.48M -$60.5K -38 -0.8%
AAM
577
Augustine Asset Management
Florida
$9.45M -$66.9K -42 -0.9%
TSS
578
Thomas Story & Son
Indiana
$9.41M -$4.78K -3 -0.1%
SWASL
579
Spartan Wealth Advisory Services LLC
Michigan
$9.41M +$845K +531 +13%
HW
580
HORAN Wealth
Ohio
$9.36M -$173K -109 -2%
GWM
581
Glass Wealth Management
Texas
$9.31M +$530K +333 +8%
AOWM
582
Asset One Wealth Management
Washington
$9.29M +$46.2K +29 +0.6%
AI
583
Aperture Investors
New York
$9.27M +$478K +300 +7%
VWM
584
Venturi Wealth Management
Texas
$9.23M -$154K -97 -2%
MSE
585
MUFG Securities EMEA
United Kingdom
$9.23M +$7.38M +4,638 New
FAT
586
First American Trust
California
$9.11M -$594K -373 -8%
WTA
587
Washington Trust Advisors
Massachusetts
$9.09M -$115K -72 -2%
STA
588
Summit Trail Advisors
New York
$9.01M -$76.4K -48 -1%
CPRC
589
Consolidated Portfolio Review Corp
New York
$8.96M
FRA
590
Frank Rimerman Advisors
California
$8.92M +$65.3K +41 +0.9%
PAA
591
Peregrine Asset Advisers
Oregon
$8.91M +$6.79M +4,263 +1,956%
AHC
592
Anderson Hoagland & Co
Missouri
$8.89M -$979K -615 -12%
SIA
593
Soltis Investment Advisors
Utah
$8.89M +$329K +207 +5%
DCP
594
DSM Capital Partners
Florida
$8.85M +$1.86M +1,167 +36%
GRP
595
Global Retirement Partners
California
$8.79M +$7.03M +4,418 New
CCG
596
Cypress Capital Group
Florida
$8.73M +$996K +626 +17%
Twin Tree Management
597
Twin Tree Management
Texas
$8.7M +$1.71M +1,077 +33%
HBWM
598
Hollow Brook Wealth Management
New York
$8.68M -$304K -191 -4%
PAS
599
Professional Advisory Services
Florida
$8.65M -$1.99M -1,253 -22%
MFG
600
Merit Financial Group
Georgia
$8.63M +$36.6K +23 +0.5%