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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$4.97M +$2.18M +1,589 +73%
CCG
627
Cypress Capital Group
Florida
$4.97M +$111K +81 +2%
BCM
628
Beck Capital Management
Texas
$4.97M +$76.7K +56 +2%
FNBOO
629
First National Bank of Omaha
Nebraska
$4.96M +$148K +108 +3%
SC
630
Scholtz & Company
Connecticut
$4.96M +$16.4K +12 +0.3%
IRAG
631
Investment Research & Advisory Group
Georgia
$4.95M -$37K -27 -0.7%
PWP
632
Principle Wealth Partners
Connecticut
$4.94M -$6.85K -5 -0.1%
LIA
633
Limestone Investment Advisors
New York
$4.88M +$2.76M +2,016 +120%
Envestnet Portfolio Solutions
634
Envestnet Portfolio Solutions
Illinois
$4.85M -$1.42M -1,034 -22%
YCM
635
Yousif Capital Management
Michigan
$4.76M +$28.8K +21 +0.6%
EFS
636
Essex Financial Services
Connecticut
$4.73M -$115K -84 -2%
GKWIM
637
Gerber Kawasaki Wealth & Investment Management
California
$4.73M +$562K +410 +13%
BL
638
BFSG LLC
California
$4.72M -$254K -185 -5%
EIM
639
Essex Investment Management
Massachusetts
$4.7M -$343K -250 -7%
IFO
640
Intrepid Family Office
Florida
$4.62M +$1.03M +750 +27%
WHG
641
Westwood Holdings Group
Texas
$4.61M +$1.03M +755 +28%
AAM
642
Azzad Asset Management
Virginia
$4.6M -$2.12M -1,546 -31%
PA
643
Parallel Advisors
California
$4.6M +$785K +573 +20%
BWP
644
Balboa Wealth Partners
Arizona
$4.6M -$517K -377 -10%
AWM
645
AE Wealth Management
Kansas
$4.53M +$226K +165 +5%
FDS
646
Freedom Day Solutions
Texas
$4.52M -$193K -141 -4%
SCM
647
Soros Capital Management
New York
$4.52M -$311K -227 -6%
FGAM
648
Financial Gravity Asset Management
Texas
$4.5M -$39.7K -29 -0.8%
CCP
649
Cane Capital Partners
Louisiana
$4.45M -$532K -388 -10%
RP
650
Ravenswood Partners
Virginia
$4.42M -$1.37K -1 -0%