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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
676
Forum Financial Management
Illinois
$1.63M +$118K +367 +8%
CPC
677
Cookson Peirce & Co
Pennsylvania
$1.62M +$675K +2,094 +74%
TAM
678
Tocqueville Asset Management
New York
$1.61M +$110K +340 +8%
BIG
679
Brooklyn Investment Group
New York
$1.59M +$300K +932 +24%
PCM
680
Prelude Capital Management
New York
$1.59M +$1.55M +4,810 New
WMG
681
WESCAP Management Group
California
$1.58M -$47.4K -147 -3%
PCP
682
Perbak Capital Partners
United Kingdom
$1.57M +$1.53M +4,761 New
TCOO
683
Trust Company of Oklahoma
Oklahoma
$1.57M +$18.1K +56 +1%
CA
684
CGN Advisors
Kansas
$1.57M -$645 -2 -0%
SFI
685
SPC Financial Inc
Maryland
$1.56M -$41.9K -130 -3%
PT
686
Plimoth Trust
Massachusetts
$1.55M +$70K +217 +5%
EP
687
Edgestream Partners
New Jersey
$1.55M +$1.51M +4,691 New
OL
688
Optas LLC
Texas
$1.55M -$300K -931 -17%
NL
689
Navalign LLC
California
$1.54M -$35.5K -110 -2%
ATC
690
Argent Trust Co
Tennessee
$1.54M +$31.9K +99 +2%
FFA
691
Farther Finance Advisors
California
$1.54M +$368K +1,141 +33%
CCP
692
Cunning Capital Partners
North Carolina
$1.53M – – –
UB
693
UMB Bank
Missouri
$1.52M +$73.8K +229 +5%
NP
694
NorthRock Partners
Minnesota
$1.52M +$257K +797 +21%
CAM
695
Cresset Asset Management
Illinois
$1.51M -$534K -1,658 -27%
SAM
696
Silvercrest Asset Management
New York
$1.5M -$51.6K -160 -3%
CRWM
697
Castle Rock Wealth Management
California
$1.49M -$181K -561 -10%
JWCA
698
J.W. Cole Advisors
Florida
$1.49M +$84.8K +263 +6%
YIA
699
YHB Investment Advisors
Connecticut
$1.49M +$719K +2,230 +99%
TCA
700
Transcend Capital Advisors
New Jersey
$1.48M +$52.2K +162 +4%