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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
826
Sagespring Wealth Partners
Tennessee
$2.6M +$338K +247 +14%
WAM
827
Werlinich Asset Management
Connecticut
$2.59M – – –
VF
828
Vest Financial
Virginia
$2.58M +$2.67M +1,951 New
NL
829
NVWM LLC
Pennsylvania
$2.57M -$392K -286 -13%
KAS
830
KPP Advisory Services
Kentucky
$2.56M +$57.6K +42 +2%
MWM
831
Mission Wealth Management
California
$2.56M -$234K -171 -8%
LS
832
Leelyn Smith
Illinois
$2.56M +$6.85K +5 +0.3%
WMP
833
Wealth Management Partners
Arizona
$2.56M -$26K -19 -1%
CWA
834
CM Wealth Advisors
Ohio
$2.56M +$1.92M +1,403 +264%
GIM
835
Gold Investment Management
Alberta, Canada
$2.55M – – –
AHL
836
Abel Hall LLC
Louisiana
$2.53M +$192K +140 +8%
SSCA
837
South Shore Capital Advisors
Massachusetts
$2.53M +$1.2M +876 +76%
BAM
838
Belpointe Asset Management
Nevada
$2.51M +$639K +466 +32%
TIM
839
Tevis Investment Management
Texas
$2.51M -$321K -234 -11%
PWPS
840
Pinnacle Wealth Planning Services
Ohio
$2.5M -$2.74K -2 -0.1%
CWM
841
Circle Wealth Management
New Jersey
$2.5M -$32.9K -24 -1%
EARNEST Partners
842
EARNEST Partners
Georgia
$2.49M -$1.09M -795 -30%
WFC
843
Western Financial Corp
California
$2.47M +$2.57M +1,872 New
WSCM
844
Wellington Shields Capital Management
New York
$2.46M – – –
CAM
845
Columbia Asset Management
Michigan
$2.44M -$9.59K -7 -0.4%
SGA
846
Strategic Global Advisors
California
$2.43M +$684K +499 +37%
DA
847
Dover Advisors
Virginia
$2.43M -$100K -73 -4%
MS
848
Madden Securities
Texas
$2.42M -$138K -101 -5%
TCPG
849
Trivant Custom Portfolio Group
California
$2.42M +$5.48K +4 +0.2%
ECA
850
Elevate Capital Advisors
Colorado
$2.42M -$807K -589 -24%