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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
601
Frontier Wealth Management
Missouri
$2.52M +$31.5K +164 +1%
CWM
602
Cornerstone Wealth Management
Missouri
$2.52M +$90.9K +473 +4%
BIP
603
Bouvel Investment Partners
Pennsylvania
$2.51M +$2.26M +11,734 New
EWA
604
EP Wealth Advisors
California
$2.51M -$231K -1,202 -9%
Bank Julius Baer & Co
605
Bank Julius Baer & Co
Switzerland
$2.5M +$202K +1,051 +10%
MC
606
Mathes Company
New York
$2.5M +$107K +555 +5%
FLI
607
Family Legacy Inc
South Carolina
$2.48M +$16.5K +86 +0.7%
OIA
608
OneDigital Investment Advisors
Kansas
$2.48M -$8.27K -43 -0.4%
WCMN
609
Westchester Capital Management (Nebraska)
Nebraska
$2.48M -$13.5K -70 -0.6%
WWM
610
Western Wealth Management
Colorado
$2.47M +$497K +2,587 +29%
CAM
611
Cresset Asset Management
Illinois
$2.47M -$273K -1,421 -11%
HW
612
Hancock Whitney
Mississippi
$2.46M -$62.3K -324 -3%
VFA
613
Voya Financial Advisors
Connecticut
$2.45M -$58.8K -306 -3%
TLCM
614
Twin Lakes Capital Management
California
$2.45M +$2.2M +11,438 New
NGA
615
Naples Global Advisors
Florida
$2.44M -$100K -522 -4%
PPW
616
Parcion Private Wealth
Washington
$2.43M +$105K +546 +5%
RIM
617
Redpoint Investment Management
Australia
$2.43M +$149K +777 +7%
LS
618
Leelyn Smith
Illinois
$2.43M +$277K +1,440 +15%
ACM
619
Adalta Capital Management
New York
$2.43M
PWW
620
Pettyjohn Wood & White
Virginia
$2.42M +$79K +411 +4%
TPWA
621
TRUE Private Wealth Advisors
Oregon
$2.42M +$22.9K +119 +1%
SFA
622
Sequoia Financial Advisors
Ohio
$2.42M +$266K +1,383 +14%
GRP
623
Global Retirement Partners
California
$2.4M +$147K +764 +7%
AWE
624
Avidian Wealth Enterprises
Texas
$2.39M +$126K +656 +6%
BCM
625
Bluefin Capital Management
New York
$2.38M +$2.13M +11,101 New