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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1401
Spire Wealth Management
Virginia
$4.13M +$465K +2,550 +15%
SC
1402
Syon Capital
California
$4.12M +$729 +4 +0%
MNBTD
1403
Moody National Bank Trust Division
Texas
$4.12M +$47.6K +261 +1%
CSA
1404
Cornerstone Select Advisors
Missouri
$4.12M -$99.4K -545 -3%
QPWM
1405
Quadrant Private Wealth Management
Pennsylvania
$4.12M -$995K -5,455 -22%
ST
1406
Smithfield Trust
Pennsylvania
$4.12M -$570K -3,126 -14%
CA
1407
Capital Advantage
California
$4.11M -$695K -3,810 -16%
DJSG
1408
D.J. St. Germain
Massachusetts
$4.11M -$64.9K -356 -2%
CWM
1409
Cordatus Wealth Management
Pennsylvania
$4.1M +$53.1K +291 +1%
AC
1410
Apella Capital
Connecticut
$4.1M +$922K +5,055 +29%
GTAM
1411
Global Trust Asset Management
Florida
$4.09M +$412K +2,262 +13%
SF
1412
Symphony Financial
Texas
$4.09M +$544K +2,981 +18%
DW30
1413
Drucker Wealth 3.0
New Jersey
$4.09M +$79.1K +434 +2%
GBT
1414
Grove Bank & Trust
Florida
$4.08M -$358K -1,961 -9%
WPC
1415
Wedmont Private Capital
Pennsylvania
$4.07M +$86.8K +476 +2%
DIM
1416
Delta Investment Management
California
$4.07M +$79K +433 +2%
EFM
1417
E Fund Management
China
$4.06M +$3.58M +19,615 New
WIS
1418
Wright Investors Service
Connecticut
$4.06M +$2.35M +12,894 +192%
AI
1419
ArchPoint Investors
Florida
$4.06M
NSAM
1420
North Star Asset Management
Wisconsin
$4.05M +$199K +1,093 +6%
CST
1421
Charles Schwab Trust
Nevada
$4.05M -$455K -2,496 -11%
MMG
1422
Monetary Management Group
Missouri
$4.03M -$41K -225 -1%
4WM
1423
44 Wealth Management
Oregon
$4.03M +$1.22M +6,709 +53%
CFM
1424
Catalyst Funds Management
Australia
$4.03M +$1.21M +6,657 +52%
TIM
1425
Tevis Investment Management
Texas
$4.02M +$1.03M +5,663 +41%