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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1076
TRUE Private Wealth Advisors
Oregon
$420K +$1.62K +3 +0.4%
AF
1077
Advisornet Financial
Minnesota
$420K +$31.3K +58 +8%
GD
1078
Grandfield & Dodd
New York
$420K +$417K +773 New
RFM
1079
Royal Fund Management
Florida
$417K
FBA
1080
Front Barnett Associates
Illinois
$415K
TFF
1081
The Family Firm
Maryland
$415K +$1.08K +2 +0.3%
CI
1082
CX Institutional
Indiana
$415K +$19.4K +36 +5%
JAG
1083
Journey Advisory Group
Kentucky
$412K +$29.1K +54 +8%
KFA
1084
Krane Funds Advisors
New York
$411K -$214K -397 -34%
OCM
1085
Orchard Capital Management
Illinois
$409K
BWA
1086
BlueSky Wealth Advisors
North Carolina
$407K
SPC
1087
Sigma Planning Corp
Michigan
$406K +$55K +102 +16%
BC
1088
Bartlett & Co
Ohio
$405K -$29.6K -55 -7%
GCP
1089
Gill Capital Partners
Colorado
$405K
BCWM
1090
Bartlett & Co Wealth Management
Ohio
$405K -$29.6K -55 -7%
HPWM
1091
Highland Private Wealth Management
Washington
$404K +$17.2K +32 +4%
EI
1092
Ellevest Inc
New York
$403K +$11.9K +22 +3%
Aristotle Capital Management
1093
Aristotle Capital Management
California
$402K -$525K -975 -57%
KPCM
1094
Kings Point Capital Management
New York
$402K
JAFL
1095
Jay A. Fishman Ltd
Michigan
$395K
EDRH
1096
Edmond de Rothschild Holding
Switzerland
$394K
CAM
1097
Concorde Asset Management
Michigan
$393K -$4.31K -8 -1%
JBA
1098
Johnson Bixby & Associates
Washington
$391K
CIM
1099
Contravisory Investment Management
Massachusetts
$391K +$14.6K +27 +4%
HHGA
1100
Halbert Hargrove Global Advisors
California
$388K +$5.39K +10 +1%