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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
551
Lazari Capital Management
California
$2.88M +$185K +902 +6%
BIM
552
Bridges Investment Management
Nebraska
$2.86M -$612K -2,980 -17%
WPC
553
Waters Parkerson & Co
Louisiana
$2.86M +$8.01K +39 +0.3%
DA
554
DCM Advisors
New York
$2.86M -$498K -2,422 -14%
EWM
555
Evercore Wealth Management
New York
$2.85M +$158K +769 +5%
TMAM
556
Tokio Marine Asset Management
Japan
$2.85M +$316K +1,540 +12%
NRS
557
Neville Rodie & Shaw
New York
$2.84M -$31.4K -153 -1%
CL
558
Choreo LLC
Illinois
$2.84M +$211K +1,028 +8%
Envestnet Portfolio Solutions
559
Envestnet Portfolio Solutions
Illinois
$2.82M +$1.61M +7,848 +116%
FCI
560
Financial Counselors Inc
Kansas
$2.82M -$365K -1,776 -11%
VCA
561
Verdence Capital Advisors
Maryland
$2.82M -$70.3K -342 -2%
BWP
562
Balboa Wealth Partners
Arizona
$2.81M +$152K +740 +5%
BIP
563
Bouvel Investment Partners
Pennsylvania
$2.8M -$25.5K -124 -0.8%
FFN
564
Focus Financial Network
Minnesota
$2.79M -$5.16M -25,133 -61%
AAM
565
Auxier Asset Management
Oregon
$2.77M -$31.4K -153 -1%
CGH
566
Crossmark Global Holdings
Texas
$2.77M -$73.6K -358 -2%
PWA
567
Primoris Wealth Advisors
Florida
$2.77M -$121K -591 -4%
MCM
568
Mengis Capital Management
Oregon
$2.74M +$836K +4,070 +40%
CWM
569
Cornerstone Wealth Management
Missouri
$2.73M -$42.9K -209 -1%
ATPW
570
Ashton Thomas Private Wealth
Arizona
$2.73M -$454K -2,208 -14%
WANY
571
Wealthspire Advisors (New York)
New York
$2.72M +$1.3M +6,348 +82%
Vontobel Holding
572
Vontobel Holding
Switzerland
$2.71M +$2.22M +10,781 +331%
PVI
573
Pine Valley Investments
New Jersey
$2.7M +$155K +755 +6%
AWM
574
Axxcess Wealth Management
California
$2.68M -$633K -3,081 -18%
KWA
575
Kingswood Wealth Advisors
California
$2.68M -$1.71M -8,302 -37%