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Name Holding Trade Value Shares
Change
Change in
Stake
IWS
451
Insight Wealth Strategies
California
$2.03M +$46.9K +202 +2%
IWC
452
Integrated Wealth Concepts
Massachusetts
$2.02M +$1.12M +4,831 +117%
TWM
453
TriaGen Wealth Management
California
$2.01M -$3.25K -14 -0.2%
CI
454
CX Institutional
Indiana
$2M +$152K +654 +8%
SAM
455
Shell Asset Management
Netherlands
$1.99M +$2.06M +8,856 New
CCIA
456
Campbell & Co Investment Adviser
Maryland
$1.98M +$2.04M +8,791 New
GWA
457
Gratus Wealth Advisors
Virginia
$1.97M +$49.7K +214 +2%
MGP
458
Metis Global Partners
California
$1.96M +$40.6K +175 +2%
N
459
Natixis
France
$1.94M +$32K +138 +2%
SWM
460
Spire Wealth Management
Virginia
$1.94M +$1.59M +6,835 +386%
ACM
461
Armbruster Capital Management
New York
$1.94M +$2M +8,604 New
SW
462
SteelPeak Wealth
California
$1.93M +$837K +3,604 +72%
RCG
463
Regatta Capital Group
California
$1.93M +$14.2K +61 +0.7%
WWS
464
Wellington Wealth Strategies
Indiana
$1.93M +$1.96M +8,451 New
PAS
465
Park Avenue Securities
New York
$1.92M -$23.9K -103 -1%
BP
466
Ballentine Partners
Massachusetts
$1.92M -$18.8K -81 -0.9%
FTC
467
Farmers Trust Company
Ohio
$1.89M -$7.66K -33 -0.4%
SFCL
468
Strengthening Families & Communities LLC
Massachusetts
$1.88M +$246K +1,059 +14%
SCA
469
STALEY CAPITAL ADVISERS
Pennsylvania
$1.84M
VIM
470
Vinva Investment Management
Australia
$1.84M +$1.2M +5,184 +173%
TMAM
471
Tokio Marine Asset Management
Japan
$1.83M -$73.1K -315 -4%
WS
472
Wedbush Securities
California
$1.83M -$1.39K -6 -0.1%
WGCA
473
Wolf Group Capital Advisors
Virginia
$1.83M +$243K +1,048 +12%
AAM
474
Azzad Asset Management
Virginia
$1.82M +$1.88M +8,105 New
NMERB
475
New Mexico Educational Retirement Board
New Mexico
$1.82M -$69.6K -300 -4%