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Name Holding Trade Value Shares
Change
Change in
Stake
CL
651
CIM LLC
New York
$1.91M +$61.5K +64 +3%
CWP
652
Capital Wealth Planning
Florida
$1.91M +$784K +816 +78%
BSAM
653
Blue Square Asset Management
New York
$1.89M +$13.5K +14 +0.8%
Vontobel Holding
654
Vontobel Holding
Switzerland
$1.88M +$208K +216 +13%
RFM
655
Royal Fund Management
Florida
$1.87M -$25K -26 -1%
WJWM
656
Williams Jones Wealth Management
New York
$1.87M +$114K +119 +7%
IAS
657
Insigneo Advisory Services
Florida
$1.87M +$255K +265 +13%
STA
658
Summit Trail Advisors
New York
$1.86M +$133K +138 +8%
NIG
659
NFJ Investment Group
Texas
$1.86M -$2.15M -2,241 -55%
AI
660
AXS Investments
New York
$1.85M +$1.74M +1,812 New
RBFC
661
Roman Butler Fullerton & Co
Missouri
$1.85M +$1.62M +1,682 New
DA
662
Doliver Advisors
Texas
$1.85M -$26K -27 -1%
CWMGP
663
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.84M +$1.12M +1,161 +181%
GAG
664
GM Advisory Group
New York
$1.84M -$29.8K -31 -2%
VFA
665
Valeo Financial Advisors
Indiana
$1.83M +$8.65K +9 +0.5%
CWP
666
Cyndeo Wealth Partners
Florida
$1.82M +$211K +220 +14%
NIMI
667
Natixis Investment Managers International
France
$1.77M
ERSOT
668
Employees Retirement System of Texas
Texas
$1.77M -$7.37M -7,670 -82%
BFWM
669
Bright Futures Wealth Management
New York
$1.77M +$93.3K +97 +5%
ATPW
670
Ashton Thomas Private Wealth
Arizona
$1.76M +$23.1K +24 +1%
EFS
671
Essex Financial Services
Connecticut
$1.76M +$186K +193 +11%
CAG
672
Csenge Advisory Group
Florida
$1.75M +$240K +250 +17%
MGWM
673
Marks Group Wealth Management
Minnesota
$1.75M -$133K -138 -7%
RA
674
RFG Advisory
Alabama
$1.73M -$203K -211 -11%
CWM
675
Congress Wealth Management
Massachusetts
$1.73M +$373K +388 +30%