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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1126
RPG Investment Advisory
California
$37K – – –
DAM
1127
Delta Asset Management
Tennessee
$37K +$1.11K +97 +3%
AW
1128
Avion Wealth
Texas
$37K +$34.3K +3,000 +6,000%
ST
1129
Smithfield Trust
Pennsylvania
$36K -$22.9K -2,000 -40%
CCM
1130
Covington Capital Management
California
$36K -$14.7K -1,282 -30%
GLLW
1131
Graves Light Lenhart Wealth
Virginia
$36K -$114 -10 -0.3%
ADIM
1132
Alpha DNA Investment Management
Maryland
$36K – – –
CC
1133
Cypress Capital
Tennessee
$36K +$20.3K +1,772 +148%
VCM
1134
Versant Capital Management
Arizona
$35K – – –
PFA
1135
Professional Financial Advisors
Nebraska
$35K +$114 +10 +0.4%
EWM
1136
Edge Wealth Management
New York
$35K +$32.8K +2,870 New
PCFFS
1137
Pacific Center for Financial Services
California
$34K – – –
GWMIA
1138
Global Wealth Management Investment Advisory
Florida
$33K +$1.04K +91 +3%
CAL
1139
Capital Analysts LLC
Pennsylvania
$33K +$28.5K +2,492 +1,198%
IWP
1140
IAG Wealth Partners
Wisconsin
$32K -$11.4K -1,000 -28%
BWM
1141
BerganKDV Wealth Management
Minnesota
$32K -$3.99K -349 -12%
TCM
1142
Tradewinds Capital Management
Washington
$32K +$5.38K +470 +22%
LWA
1143
Lenox Wealth Advisors
New York
$32K +$28.3K +2,474 +2,229%
BBHC
1144
Brown Brothers Harriman & Co
New York
$31K -$7.39K -646 -20%
FPS
1145
Fieldpoint Private Securities
Connecticut
$31K – – –
TFO
1146
Tarbox Family Office
California
$31K – – –
Bank Julius Baer & Co
1147
Bank Julius Baer & Co
Switzerland
$31K +$34 +3 +0.1%
CFO
1148
CVA Family Office
Colorado
$31K +$29.3K +2,560 New
PP
1149
Pacifica Partners
Canada
$30K -$4.58K -400 -14%
RE
1150
RBC Europe
United Kingdom
$29.7K -$62.2K -5,439 -69%