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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
676
Boomfish Wealth Group
Georgia
$1.42M -$41.4K -179 -3%
TIAM
677
TT International Asset Management
United Kingdom
$1.42M +$1.38M +5,952 New
CAM
678
CPA Asset Management
Florida
$1.41M
UWM
679
USAdvisors Wealth Management
Minnesota
$1.41M -$56.8K -246 -4%
CT
680
Caldwell Trust
Florida
$1.4M +$243K +1,053 +22%
SW
681
SlateStone Wealth
Florida
$1.4M +$5.08K +22 +0.4%
VCA
682
Verdence Capital Advisors
Maryland
$1.4M +$18.5K +80 +1%
FRA
683
Frank Rimerman Advisors
California
$1.4M +$1.35M +5,861 +73,263%
AFG
684
Atomi Financial Group
New York
$1.38M +$537K +2,322 +66%
NFC
685
Northeast Financial Consultants
Connecticut
$1.38M
SMH
686
Sanders Morris Harris
Texas
$1.37M
FPF
687
First Pacific Financial
Washington
$1.37M +$30K +130 +2%
FCBT
688
First Citizens Bank & Trust
North Carolina
$1.37M -$1.39K -6 -0.1%
Capstone Investment Advisors
689
Capstone Investment Advisors
New York
$1.35M +$323K +1,400 +33%
KB
690
Kimelman & Baird
New York
$1.35M +$1.31M +5,658 New
CL
691
Choreo LLC
Illinois
$1.34M +$1.01M +4,357 +325%
BFW
692
Brady Family Wealth
Missouri
$1.34M +$1.39K +6 +0.1%
AI
693
AXS Investments
New York
$1.34M -$79.9K -346 -6%
ZCI
694
Zevenbergen Capital Investments
Washington
$1.33M +$13.9K +60 +1%
NIM
695
Northeast Investment Management
Massachusetts
$1.32M +$24.7K +107 +2%
DAS
696
Dynamic Advisor Solutions
Arizona
$1.32M -$11.8K -51 -0.9%
IIA
697
ICW Investment Advisors
Arizona
$1.31M -$35.1K -152 -3%
LFM
698
LGT Fund Management
Liechtenstein
$1.31M +$1.27M +5,499 New
HWM
699
HB Wealth Management
Georgia
$1.31M +$174K +754 +16%
VA
700
Vident Advisory
Georgia
$1.3M +$157K +679 +14%