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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
951
Portside Wealth Group
Utah
$2.11M +$1.65M +2,289 +286%
OIA
952
OneDigital Investment Advisors
Kansas
$2.09M -$188K -261 -8%
QI
953
Qtron Investments
Massachusetts
$2.09M
GM
954
GeoWealth Management
Illinois
$2.09M -$20.9K -29 -0.9%
BAAM
955
Baker Avenue Asset Management
California
$2.08M +$116K +161 +6%
SFS
956
Stiles Financial Services
Minnesota
$2.07M -$22.3K -31 -1%
PCA
957
Pallas Capital Advisors
Massachusetts
$2.07M +$1.04M +1,446 +91%
OF
958
Outfitter Financial
Maine
$2.06M -$72.1K -100 -3%
PA
959
Pinnacle Associates
New York
$2.05M -$15.9K -22 -0.7%
SP
960
SWS Partners
Ohio
$2.03M +$2.14M +2,965 New
MYAM
961
Meiji Yasuda Asset Management
Japan
$2.01M +$238K +330 +13%
DWM
962
Darwin Wealth Management
Florida
$2.01M +$9.37K +13 +0.4%
VNA
963
Valley National Advisers
Pennsylvania
$2.01M +$2.08M +2,880 +4,721%
MYLI
964
Meiji Yasuda Life Insurance
Japan
$1.99M -$223K -310 -10%
APG
965
Abacus Planning Group
South Carolina
$1.98M +$19.5K +27 +0.9%
ECM
966
Eisler Capital Management
United Kingdom
$1.98M +$2.11M +2,928 +2,252%
EHWM
967
Eads & Heald Wealth Management
Georgia
$1.97M +$14.4K +20 +0.7%
PL
968
Perpetual Ltd
Australia
$1.96M +$962K +1,335 +87%
CCM
969
Cohen Capital Management
California
$1.96M -$1.01M -1,400 -33%
FWA
970
FSM Wealth Advisors
Ohio
$1.93M +$39.6K +55 +2%
NWAG
971
Net Worth Advisory Group
Utah
$1.91M -$272K -377 -12%
CCM
972
Conway Capital Management
California
$1.91M -$404K -560 -17%
CA
973
CSM Advisors
Pennsylvania
$1.9M +$1.8M +2,492 +859%
B
974
Barings
North Carolina
$1.88M +$1.79M +2,488 +915%
NCM
975
Novare Capital Management
North Carolina
$1.88M +$61.3K +85 +3%