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Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Montag & Associates
Georgia
$1.25M -$17.3K -198 -1%
FFA
202
Farther Finance Advisors
California
$1.24M +$10.4K +119 +0.7%
LIM
203
Longfellow Investment Management
Massachusetts
$1.24M +$1.45M +16,655 New
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$1.22M +$114K +1,304 +9%
KA
205
Kovack Advisors
Florida
$1.21M +$587K +6,733 +69%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$142K -1,625 -9%
EI
207
EFG International
$1.17M +$1.37M +15,711 New
BWM
208
BCGM Wealth Management
Indiana
$1.15M +$115K +1,315 +9%
GM
209
GeoWealth Management
Illinois
$1.15M -$55.5K -636 -4%
GWMR
210
GC Wealth Management RIA
Massachusetts
$1.14M +$461K +5,288 +53%
HI
211
Horizon Investments
North Carolina
$1.14M +$650K +7,450 +93%
AWA
212
Acumen Wealth Advisors
Tennessee
$1.14M -$507K -5,811 -28%
GP
213
Greenline Partners
New York
$1.14M
CFM
214
Capricorn Fund Managers
United Kingdom
$1.12M +$1.31M +15,000 New
HPC
215
HM Payson & Co
Maine
$1.1M -$1.08M -12,400 -46%
T. Rowe Price Associates
216
T. Rowe Price Associates
Maryland
$1.1M +$1.29M +14,738 New
NHC
217
Nicholas Hoffman & Company
Georgia
$1.08M +$109K +1,253 +9%
IPW
218
Inlet Private Wealth
Florida
$1.07M -$51.9K -595 -4%
KCM
219
Kornitzer Capital Management
Kansas
$1.04M -$216K -2,474 -15%
William Blair & Company
220
William Blair & Company
Illinois
$1.04M -$195K -2,231 -14%
TVPW
221
Third View Private Wealth
Connecticut
$1.01M +$60.3K +691 +5%
MA
222
Mutual Advisors
Nebraska
$1M +$226K +2,591 +24%
DWM
223
Dakota Wealth Management
Florida
$993K -$99.5K -1,140 -8%
PCIA
224
Prime Capital Investment Advisors
Kansas
$990K -$6.89K -79 -0.6%
BCI
225
Brinker Capital Investments
Pennsylvania
$978K -$2.93M -33,572 -72%