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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
651
Orca Wealth Management
Florida
$3.67M +$18.7K +64 +0.6%
GCM
652
Genus Capital Management
British Columbia, Canada
$3.66M +$3.43M +11,740 New
CWMK
653
Caliber Wealth Management (Kansas)
Kansas
$3.66M +$196K +669 +6%
MCM
654
MV Capital Management
Maryland
$3.64M +$62.3K +213 +2%
DCM
655
Delta Capital Management
New Jersey
$3.6M -$468K -1,600 -12%
VAS
656
Vestmark Advisory Solutions
Massachusetts
$3.58M -$530K -1,812 -14%
PTC
657
Private Trust Company
Ohio
$3.58M +$1.91M +6,546 +133%
AUB
658
Atlantic Union Bankshares
Virginia
$3.57M +$632K +2,160 +23%
IWC
659
Integrated Wealth Concepts
Massachusetts
$3.53M -$309K -1,058 -9%
HCM
660
Hutner Capital Management
Vermont
$3.52M +$236K +807 +8%
PWS
661
Peterson Wealth Services
Utah
$3.51M +$2.72M +9,314 +482%
APWM
662
Argonautica Private Wealth Management
Massachusetts
$3.5M +$184K +630 +6%
SCP
663
Seizert Capital Partners
Michigan
$3.49M +$3.27M +11,170 New
AW
664
Apricus Wealth
South Carolina
$3.47M +$51.2K +175 +2%
BFG
665
Bleakley Financial Group
New Jersey
$3.47M +$3.25M +11,120 New
FTWA
666
Fifth Third Wealth Advisors
Ohio
$3.44M +$6.43K +22 +0.2%
GVAG
667
Great Valley Advisor Group
Delaware
$3.43M +$207K +708 +7%
UB
668
UMB Bank
Missouri
$3.43M +$189K +646 +6%
SDIC
669
South Dakota Investment Council
South Dakota
$3.41M -$199K -680 -6%
EPW
670
Evolve Private Wealth
California
$3.41M +$3.18M +10,886 New
HAG
671
HighPoint Advisor Group
Illinois
$3.41M +$641K +2,192 +25%
SCM
672
Silvant Capital Management
Georgia
$3.41M
MWM
673
Mission Wealth Management
California
$3.4M +$58.5K +200 +2%
Assenagon Asset Management
674
Assenagon Asset Management
Luxembourg
$3.37M -$18.2M -62,229 -85%
EWA
675
Exencial Wealth Advisors
Oklahoma
$3.31M +$289K +987 +10%