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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Anchor Investment Management
South Carolina
$1.66M +$470K +13,100 +39%
LNWWM
202
Laird Norton Wetherby Wealth Management
California
$1.61M +$194K +5,418 +14%
Bessemer Group
203
Bessemer Group
New Jersey
$1.57M +$1.13M +31,537 +251%
NHC
204
Nicholas Hoffman & Company
Georgia
$1.55M -$17.1K -478 -1%
AWM
205
AE Wealth Management
Kansas
$1.54M -$2.32M -64,615 -60%
CNC
206
Citizens & Northern Corp
Pennsylvania
$1.51M +$64.1K +1,786 +4%
SEC
207
Seven Eight Capital
New York
$1.5M +$1.51M +42,050 New
TCM
208
Tekla Capital Management
Massachusetts
$1.49M
BRWA
209
B. Riley Wealth Advisors
Florida
$1.49M -$31.7K -883 -2%
FIM
210
Freedom Investment Management
Connecticut
$1.47M -$206K -5,747 -12%
SI
211
Stephens Inc
Arkansas
$1.46M -$47.5K -1,325 -3%
PAS
212
Park Avenue Securities
New York
$1.44M +$172K +4,788 +13%
NW
213
NewEdge Wealth
Pennsylvania
$1.44M +$184K +5,117 +15%
EH
214
Equitable Holdings
New York
$1.44M +$167K +4,647 +13%
Brown Advisory
215
Brown Advisory
Maryland
$1.43M -$73K -2,035 -5%
AAIM
216
American Assets Investment Management
California
$1.43M
SGI
217
Summit Global Investments
Utah
$1.42M +$378K +10,525 +36%
MFGM
218
Marshall Financial Group (Maryland)
Maryland
$1.38M +$397K +11,071 +40%
William Blair & Company
219
William Blair & Company
Illinois
$1.34M +$13.9K +388 +1%
ECA
220
Elevated Capital Advisors
Utah
$1.32M +$22.8K +635 +2%
SFS
221
Sowell Financial Services
Arkansas
$1.32M +$843K +23,492 +177%
PA
222
Pinnacle Associates
New York
$1.28M +$5.45K +152 +0.4%
PAG
223
Private Advisory Group
Washington
$1.28M -$5M -139,256 -79%
AAM
224
Auxier Asset Management
Oregon
$1.26M +$25.3K +705 +2%
Vanguard Personalized Indexing Management
225
Vanguard Personalized Indexing Management
California
$1.25M +$182K +5,060 +17%