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Name Holding Trade Value Shares
Change
Change in
Stake
JRP
201
Jasper Ridge Partners
California
$69.9K
MCM
202
MAI Capital Management
Ohio
$68.8K +$39.8K +8,864 +61%
AWM
203
AE Wealth Management
Kansas
$66.9K +$103K +22,843 New
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$66.2K -$13.9K -3,085 -12%
AIP
205
Ameritas Investment Partners
Nebraska
$65.5K +$100K +22,349 New
AC
206
AlphaCore Capital
California
$65.3K +$38.3K +8,516 +62%
BJL
207
Brighton Jones LLC
Washington
$64.4K -$8.93K -1,986 -8%
CWMA
208
Capstone Wealth Management (Alabama)
Alabama
$62.2K +$95.5K +21,233 New
AWM
209
Apollon Wealth Management
South Carolina
$60.6K +$93.1K +20,699 New
PCA
210
Pallas Capital Advisors
Massachusetts
$59.1K +$42.2K +9,377 +87%
ML
211
McAdam LLC
Pennsylvania
$58.2K +$89.3K +19,873 New
SS
212
SBI Securities
Japan
$57.2K +$4.63K +1,029 +6%
FCG
213
Fielder Capital Group
Tennessee
$56.5K +$5.92K +1,316 +7%
HWM
214
HB Wealth Management
Georgia
$54.6K +$23.7K +5,279 +40%
CFO
215
Cambient Family Office
Michigan
$53K +$81.2K +18,072 New
VT
216
Vise Technologies
New York
$52.7K +$15.5K +3,439 +24%
CAM
217
Cresset Asset Management
Illinois
$52.6K +$566 +126 +0.7%
DnB Asset Management
218
DnB Asset Management
Norway
$50.4K
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$47.4K -$13.9K -3,081 -16%
CPIG
220
Chicago Partners Investment Group
Illinois
$47.4K -$305K -67,853 -80%
PLU
221
Performa Ltd (US)
South Carolina
$46.9K +$61.8K +13,750 +611%
CAG
222
Crestwood Advisors Group
Massachusetts
$46.2K -$51.6K -11,485 -42%
MAM
223
Mainsail Asset Management
Alabama
$46.2K +$67.6K +15,033 New
CGH
224
Crossmark Global Holdings
Texas
$45.8K -$436K -96,985 -86%
DWP
225
Daymark Wealth Partners
Ohio
$45.7K +$15.7K +3,485 +29%