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Name Holding Trade Value Shares
Change
Change in
Stake
GC
701
Guggenheim Capital
Illinois
$2.17M +$73.9K +94 +4%
BFS
702
Bradley Foster & Sargent
Connecticut
$2.17M +$18.1K +23 +1%
XT
703
XTX Topco
Cayman Islands
$2.17M +$1.76M +2,238 New
RBC
704
Romano Brothers & Co
Illinois
$2.16M +$572K +728 +49%
GWMR
705
GC Wealth Management RIA
Massachusetts
$2.16M +$1.09M +1,393 +166%
BFM
706
Boothbay Fund Management
New York
$2.16M +$1.75M +2,230 New
AGP
707
Autumn Glory Partners
Texas
$2.13M
GLR
708
Great Lakes Retirement
Ohio
$2.1M +$88.8K +113 +5%
Parnassus Investments
709
Parnassus Investments
California
$2.07M +$584K +743 +53%
TIM
710
Tevis Investment Management
Texas
$2.06M +$13.4K +17 +0.8%
AG
711
AlTi Global
New York
$2.06M +$314K +400 +23%
AG
712
Ascent Group
Virginia
$2.05M +$134K +170 +9%
MGWM
713
Marks Group Wealth Management
Minnesota
$2.05M +$289K +368 +21%
HTHT
714
Hemenway Trust Hemenway Trust
New Hampshire
$2.04M +$363K +462 +28%
PCS
715
Personal CFO Solutions
New Jersey
$2.04M +$190K +242 +13%
TCWA
716
Turtle Creek Wealth Advisors
Texas
$2.04M +$182K +231 +12%
FBC
717
Fairfield, Bush & Co
Connecticut
$2.03M -$39.3K -50 -2%
RWB
718
RMR Wealth Builders
New Jersey
$2.03M -$83.3K -106 -5%
VIA
719
Victrix Investment Advisors
Florida
$2.02M +$252K +320 +18%
IA
720
IFP Advisors
Florida
$2.02M +$325K +413 +25%
CAM
721
Cypress Asset Management
Texas
$2.01M -$116K -147 -7%
BAM
722
BOCHK Asset Management
Hong Kong
$1.98M +$1.61M +2,050 New
BCM
723
Boreal Capital Management
Florida
$1.95M -$1.57M -1,996 Closed
LB
724
Legacy Bridge
Iowa
$1.95M
KCPG
725
Kavar Capital Partners Group
Kansas
$1.95M +$685K +871 +76%