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Name Holding Trade Value Shares
Change
Change in
Stake
BBWA
1051
Bell & Brown Wealth Advisors
California
$4.21M +$78.2K +555 +2%
QC
1052
Quantessence Capital
New York
$4.21M -$1.21M -8,612 -23%
RWP
1053
Ridgecrest Wealth Partners
California
$4.2M -$580K -4,115 -12%
MAS
1054
Meeder Advisory Services
Ohio
$4.2M -$566K -4,013 -12%
IAMOG
1055
Investors Asset Management of Georgia
Georgia
$4.2M +$40.3K +286 +1%
SWM
1056
Segment Wealth Management
Texas
$4.18M -$2.96K -21 -0.1%
YC
1057
Yarbrough Capital
Tennessee
$4.17M
MOS
1058
MGO One Seven
Ohio
$4.16M +$473K +3,353 +13%
EAM
1059
Erste Asset Management
Austria
$4.15M -$1.08M -7,648 -21%
MPIM
1060
McGinn Penninger Investment Management
Virginia
$4.14M +$28.2K +200 +0.7%
BAAM
1061
Baker Avenue Asset Management
California
$4.14M -$130K -925 -3%
IFG
1062
Independent Financial Group
California
$4.14M -$591K -4,189 -13%
BFA
1063
Benedict Financial Advisors
Georgia
$4.13M +$69.9K +496 +2%
PHS
1064
Pekin Hardy Strauss
Illinois
$4.12M -$27.9K -198 -0.7%
AF
1065
Alerus Financial
North Dakota
$4.12M -$2.32M -16,456 -36%
GIC
1066
Generali Investments CEE
Czech Republic
$4.12M -$921K -6,535 -19%
Capstone Investment Advisors
1067
Capstone Investment Advisors
New York
$4.09M +$3.37M +23,913 +511%
HFS
1068
Haverford Financial Services
Pennsylvania
$4.06M -$6.2K -44 -0.2%
TWA
1069
TCI Wealth Advisors
Arizona
$4.06M -$6.63K -47 -0.2%
LNWWM
1070
Laird Norton Wetherby Wealth Management
California
$4.06M +$4M +28,346 New
LNWTC
1071
Laird Norton Wetherby Trust Company
Washington
$4.06M
ACM
1072
Aurdan Capital Management
Pennsylvania
$4.05M -$288K -2,045 -7%
WP
1073
WealthPLAN Partners
Nebraska
$4.05M -$1.19M -8,440 -23%
HA
1074
Herold Advisors
New York
$4.04M +$342K +2,429 +9%
LWM
1075
Lyell Wealth Management
California
$4.04M -$2.58M -18,277 -39%