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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
951
Greenwich Wealth Management
Connecticut
$4.47M -$10.8K -212 -0.2%
IFAM
952
Institutional & Family Asset Management
Colorado
$4.47M -$923K -18,061 -17%
PF
953
Phoenix Financial
Israel
$4.46M -$385K -7,530 -8%
PWG
954
Portside Wealth Group
Utah
$4.46M -$269K -5,256 -6%
LCM
955
Legato Capital Management
California
$4.43M
SL
956
Summitry LLC
California
$4.43M +$193K +3,787 +5%
OC
957
Oppenheimer & Close
New York
$4.42M +$39.4K +772 +0.9%
AF
958
Arrow Financial
New York
$4.41M -$232K -4,532 -5%
EA
959
Ellsworth Advisors
Ohio
$4.41M +$36.5K +714 +0.8%
SAM
960
Shell Asset Management
Netherlands
$4.35M -$832K -16,292 -16%
TI
961
tru Independence
Oregon
$4.33M -$116K -2,261 -3%
CT
962
Caldwell Trust
Florida
$4.32M -$116K -2,272 -3%
APWM
963
Argonautica Private Wealth Management
Massachusetts
$4.3M +$2.35K +46 +0.1%
ADL
964
Asset Dedication LLC
California
$4.3M -$253K -4,942 -5%
FSA
965
Financial Security Advisor
Virginia
$4.26M +$223K +4,366 +5%
PGA
966
Portland Global Advisors
Maine
$4.25M +$115K +2,244 +3%
FPCG
967
Fort Pitt Capital Group
Pennsylvania
$4.25M +$273K +5,351 +7%
HSA
968
Hussman Strategic Advisors
Maryland
$4.24M +$3M +58,800 +233%
HAG
969
HighPoint Advisor Group
Illinois
$4.24M +$4.36M +85,395 New
HI
970
Humankind Investments
New York
$4.24M
JCM
971
Jacobi Capital Management
Pennsylvania
$4.23M +$95.4K +1,867 +2%
ISWM
972
Independent Solutions Wealth Management
New York
$4.23M -$1.26M -24,598 -23%
HIC
973
Holderness Investments Company
North Carolina
$4.23M +$749K +14,659 +21%
LTI
974
Laffer Tengler Investments
Tennessee
$4.21M +$34.4K +673 +0.8%
BCI
975
Brinker Capital Investments
Pennsylvania
$4.2M -$16M -313,579 -79%