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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1051
Concentric Wealth Management
California
$3.98M -$10.8K -200 -0.3%
IWP
1052
Icon Wealth Partners
Texas
$3.97M -$505K -9,356 -11%
NHT
1053
New Hampshire Trust
New Hampshire
$3.97M -$84.6K -1,568 -2%
EFS
1054
Essex Financial Services
Connecticut
$3.96M -$37.9K -703 -0.9%
IA
1055
IFG Advisory
Georgia
$3.96M +$87.3K +1,618 +2%
SWS
1056
SYSTM Wealth Solutions
Illinois
$3.96M -$1.1M -20,348 -22%
PAM
1057
Paradigm Asset Management
New York
$3.95M -$227K -4,200 -5%
Wolverine Trading
1058
Wolverine Trading
Illinois
$3.94M +$1.01M +18,794 +34%
VWMG
1059
Virginia Wealth Management Group
Virginia
$3.92M +$30.1K +558 +0.8%
LWCFA
1060
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.9M -$231K -4,281 -5%
MCP
1061
Mirador Capital Partners
California
$3.89M +$226K +4,197 +6%
PTC
1062
Private Trust Company
Ohio
$3.88M -$135K -2,507 -3%
RIA
1063
Regal Investment Advisors
Michigan
$3.88M +$472K +8,757 +14%
PGAM
1064
Princeton Global Asset Management
New Jersey
$3.87M +$227K +4,216 +6%
MBTD
1065
Mechanics Bank - Trust Department
California
$3.87M -$34.7K -643 -0.9%
BHPW
1066
Beverly Hills Private Wealth
California
$3.87M -$3.51M -65,089 -48%
RWM
1067
RBA Wealth Management
California
$3.86M +$34.8K +645 +0.9%
HRC
1068
Hoertkorn Richard Charles
$3.86M +$16.2K +300 +0.4%
RPC
1069
Rossmore Private Capital
Connecticut
$3.86M +$12.6K +233 +0.3%
BCM
1070
Birch Capital Management
Texas
$3.85M +$183K +3,394 +5%
WANY
1071
Wealthspire Advisors (New York)
New York
$3.84M +$1.25M +23,194 +48%
LA
1072
Lifeworks Advisors
Michigan
$3.84M +$61.6K +1,142 +2%
FIA
1073
Foundations Investment Advisors
Arizona
$3.84M +$388K +7,187 +11%
SWM
1074
Scissortail Wealth Management
Oklahoma
$3.8M +$58.5K +1,084 +2%
GWMIA
1075
Global Wealth Management Investment Advisory
Florida
$3.79M -$40.8K -757 -1%