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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
701
Wilson Asset Management
Australia
$5.75M +$5.44M +13,500 New
IWA
702
Icon Wealth Advisors
Texas
$5.75M +$292K +724 +6%
CTA
703
Chesley Taft & Associates
Illinois
$5.74M -$9.28K -23 -0.2%
NHT
704
New Hampshire Trust
New Hampshire
$5.72M -$96.8K -240 -2%
VVP
705
Venture Visionary Partners
Ohio
$5.68M +$783K +1,941 +17%
TCM
706
Tandem Capital Management
New Jersey
$5.58M -$39.5K -98 -0.7%
TCWA
707
Turtle Creek Wealth Advisors
Texas
$5.55M +$389K +964 +8%
KCM
708
Kids Capital Management
California
$5.54M +$5.24M +13,000 New
S
709
SignatureFD
Georgia
$5.53M -$138K -343 -3%
WANY
710
Wealthspire Advisors (New York)
New York
$5.53M +$1.1M +2,719 +27%
RAM
711
Ramirez Asset Management
New York
$5.51M -$403 -1 -0%
BP
712
BNP Paribas
France
$5.5M +$35.5K +88 +0.7%
SPC
713
Sigma Planning Corp
Michigan
$5.46M +$98K +243 +2%
NB
714
NBT Bank
New York
$5.46M +$56.9K +141 +1%
BAM
715
Belpointe Asset Management
Nevada
$5.46M +$447K +1,108 +9%
VF
716
Vest Financial
Virginia
$5.45M +$81.9K +203 +2%
LP
717
LMR Partners
United Kingdom
$5.44M +$5.15M +12,775 New
AS
718
Altshuler Shaham
Israel
$5.43M +$847K +2,101 +20%
WPW
719
Winthrop Partners - WNY
New York
$5.43M +$39.5K +98 +0.8%
HCM
720
Howland Capital Management
Massachusetts
$5.42M -$160K -396 -3%
DWM
721
Diversify Wealth Management
Utah
$5.42M +$408K +1,012 +8%
DAS
722
Diversify Advisory Services
Utah
$5.42M +$5.27M +13,071 +2,466%
FMC
723
First Merchants Corp
Indiana
$5.42M +$4.33M +10,736 +542%
PIM
724
Plato Investment Management
Australia
$5.41M -$688K -1,705 -12%
MKC
725
M. Kraus & Co
Vermont
$5.41M +$3.56M +8,834 +229%