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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$112K +$25.2K +1,040 +25%
QT
302
Quantbot Technologies
New York
$108K +$120K +4,969 New
EDRH
303
Edmond de Rothschild Holding
Switzerland
$95K +$102K +4,223 +2,953%
QCG
304
Quadrant Capital Group
Ohio
$94K +$22.2K +917 +27%
TCM
305
Tanaka Capital Management
New York
$90K -$83.5K -3,451 -46%
Bank Julius Baer & Co
306
Bank Julius Baer & Co
Switzerland
$87K +$96.7K +3,996 New
SCA
307
Snowden Capital Advisors
New York
$85K +$94.4K +3,900 New
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$77K +$9.92K +410 +13%
BWP
309
Baldwin Wealth Partners
Massachusetts
$76K
TCWM
310
Total Clarity Wealth Management
Illinois
$76K
Credit Agricole
311
Credit Agricole
France
$68K
SWM
312
Sugarloaf Wealth Management
Georgia
$68K +$73 +3 +0.1%
CAM
313
Close Asset Management
United Kingdom
$64K +$70.6K +2,920 New
SAM
314
S.A. Mason
Michigan
$62K
AWM
315
Avior Wealth Management
Nebraska
$57K -$63.3K -2,616 -50%
PA
316
Parallel Advisors
California
$57K +$23.4K +968 +58%
Mitsubishi UFJ Trust & Banking
317
Mitsubishi UFJ Trust & Banking
Japan
$53K -$16.9K -700 -32%
S
318
SignatureFD
Georgia
$53K -$6.94K -287 -10%
NFG
319
Next Financial Group
Texas
$52K -$27K -1,118 -32%
HI
320
Harbour Investments
Wisconsin
$48K -$90.2K -3,730 -63%
SC
321
Settian Capital
New York
$48K +$53.2K +2,200 New
BHWM
322
Beaird Harris Wealth Management
Texas
$47K +$52.5K +2,170 New
FHA
323
First Horizon Advisors
Tennessee
$44K
CFA
324
Carroll Financial Associates
North Carolina
$39K
SCA
325
Sandy Cove Advisors
Massachusetts
$38K +$42.1K +1,739 New