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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Moran Wealth Management
Florida
$18.6M +$4.51M +26,929 +31%
BWM
452
Buckley Wealth Management
Nevada
$18.5M -$152K -909 -0.8%
DWM
453
Dakota Wealth Management
Florida
$18.5M -$768K -4,580 -4%
Vanguard Personalized Indexing Management
454
Vanguard Personalized Indexing Management
California
$18.4M +$3.51M +20,955 +23%
VAS
455
Vestmark Advisory Solutions
Massachusetts
$18.3M +$23.6K +141 +0.1%
SC
456
Scotia Capital
Ontario, Canada
$18.3M -$1.17M -6,952 -6%
ZCM
457
Ziegler Capital Management
Illinois
$18.1M +$165K +986 +0.9%
KCM
458
Kanawha Capital Management
Virginia
$18M +$235K +1,400 +1%
RIA
459
RPG Investment Advisory
California
$18M -$58.5K -349 -0.3%
CAC
460
Core Alternative Capital
Georgia
$18M -$2.06M -12,304 -10%
HFS
461
Hantz Financial Services
Michigan
$18M +$214K +1,279 +1%
HWM
462
HB Wealth Management
Georgia
$18M +$412K +2,458 +2%
PFS
463
Prospera Financial Services
Texas
$18M +$7.65M +45,612 +71%
EB
464
Eastern Bank
Massachusetts
$17.9M +$12.4M +74,214 +210%
BHWM
465
Bar Harbor Wealth Management
New Hampshire
$17.8M -$522K -3,113 -3%
SOAMC
466
Spirit of America Management Corp
New York
$17.8M -$201K -1,200 -1%
ELI
467
Empire Life Investments
Ontario, Canada
$17.8M +$103K +612 +0.6%
FHA
468
First Horizon Advisors
Tennessee
$17.8M +$765K +4,565 +4%
WS
469
Wedbush Securities
California
$17.7M +$881K +5,256 +5%
CTI
470
Community Trust & Investment
Kentucky
$17.7M -$547K -3,265 -3%
HTHT
471
Hemenway Trust Hemenway Trust
New Hampshire
$17.6M +$1.38M +8,202 +8%
CA
472
Callahan Advisors
Texas
$17.6M -$87.3K -521 -0.5%
RAM
473
Redmond Asset Management
Virginia
$17.5M +$79.6K +475 +0.4%
AP
474
Americana Partners
Texas
$17.3M -$430K -2,564 -2%
TW
475
Transform Wealth
Colorado
$17.1M +$3.98M +23,714 +29%