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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
901
Baker Avenue Asset Management
California
$1.26M +$436K +771 +49%
TPWM
902
Twelve Points Wealth Management
Massachusetts
$1.26M -$102K -180 -7%
MBT
903
Montecito Bank & Trust
California
$1.25M -$84.9K -150 -6%
GSEP
904
Golden State Equity Partners
California
$1.25M -$19.2K -34 -1%
CS
905
Crescent Sterling
Louisiana
$1.25M -$37.9K -67 -3%
IFWM
906
Institute for Wealth Management
Colorado
$1.25M +$1.13K +2 +0.1%
CAIM
907
Catherine Avery Investment Management
Florida
$1.24M -$95.6K -169 -7%
AG
908
Ascent Group
Virginia
$1.24M +$51.5K +91 +4%
BAM
909
Belpointe Asset Management
Nevada
$1.23M -$106K -187 -8%
TG
910
TCW Group
California
$1.22M +$62.3K +110 +5%
EWA
911
EverSource Wealth Advisors
Alabama
$1.22M +$231K +408 +22%
VA
912
VestGen Advisors
Illinois
$1.22M +$340K +601 +53%
GCP
913
GSA Capital Partners
United Kingdom
$1.22M +$775K +1,369 +154%
HCA
914
Harbor Capital Advisors
Illinois
$1.21M +$137K +242 +12%
Koshinski Asset Management
915
Koshinski Asset Management
Illinois
$1.2M +$174K +307 +16%
TFA
916
Transamerica Financial Advisors
Florida
$1.2M -$300K -530 -19%
MWM
917
Mindset Wealth Management
Indiana
$1.2M +$38.5K +68 +3%
WT
918
Whittier Trust
California
$1.19M +$41.9K +74 +4%
SAM
919
Sagewood Asset Management
New York
$1.19M +$60.6K +107 +5%
TCA
920
Tortoise Capital Advisors
Kansas
$1.18M +$426K +752 +52%
DM
921
Diversified Management
Wisconsin
$1.18M +$1.25M +2,202 New
FMII
922
Farmers & Merchants Investments Inc
Nebraska
$1.18M -$59.4K -105 -5%
MWM
923
Modera Wealth Management
New Jersey
$1.18M -$5.09K -9 -0.4%
CFO
924
Cambient Family Office
Michigan
$1.17M +$51.5K +91 +4%
EPW
925
Evolve Private Wealth
California
$1.17M +$242K +427 +24%