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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
751
Trivant Custom Portfolio Group
California
$1.45M -$3.59K -5 -0.3%
CCA
752
Checchi Capital Advisers
California
$1.44M -$12.9K -18 -1%
RB
753
Rodgers Brothers
Pennsylvania
$1.44M – – –
BBHC
754
Brown Brothers Harriman & Co
New York
$1.43M +$160K +223 +14%
F8IS
755
Figure 8 Investment Strategies
Idaho
$1.42M -$68.9K -96 -5%
VIA
756
Victrix Investment Advisors
Florida
$1.41M +$1.27M +1,764 New
USCWA
757
U.S. Capital Wealth Advisors
Texas
$1.41M +$16.5K +23 +1%
MGWM
758
Marks Group Wealth Management
Minnesota
$1.4M -$97.6K -136 -7%
BOS
759
Bank of Stockton
California
$1.4M -$12.2K -17 -1%
KAS
760
KPP Advisory Services
Kentucky
$1.39M +$122K +170 +11%
AG
761
AlTi Global
New York
$1.39M +$482K +672 +63%
ECM
762
Eisler Capital Management
United Kingdom
$1.38M -$3.35M -4,665 -73%
BPA
763
Beacon Pointe Advisors
California
$1.37M -$3.44M -4,787 -74%
PSP
764
Principal Street Partners
Tennessee
$1.37M +$825K +1,150 +207%
AWA
765
Arkadios Wealth Advisors
Georgia
$1.36M +$475K +662 +64%
AAP
766
Arax Advisory Partners
Colorado
$1.36M -$159K -222 -12%
HCMT
767
Highland Capital Management (Tennessee)
Tennessee
$1.36M -$35.9K -50 -3%
SA
768
Sovran Advisors
California
$1.36M +$314K +438 +34%
PA
769
Perennial Advisors
New York
$1.36M +$75.4K +105 +7%
FWM
770
Finer Wealth Management
Massachusetts
$1.36M +$1.21M +1,693 New
PPWP
771
Premier Path Wealth Partners
New Jersey
$1.36M -$89K -124 -7%
SWM
772
Shelton Wealth Management
Texas
$1.35M +$39.5K +55 +3%
TC
773
TownSquare Capital
Utah
$1.35M -$11.1M -15,510 -90%
DP
774
Dearborn Partners
Illinois
$1.34M +$597K +832 +98%
JPWM
775
Jamison Private Wealth Management
Georgia
$1.34M +$51K +71 +4%