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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
501
Williams Jones Wealth Management
New York
$1.98M +$1.05K +30 +0.1%
EBWM
502
Eagle Bluffs Wealth Management
Missouri
$1.98M -$42.9K -1,230 -2%
KPWS
503
Kestra Private Wealth Services
Texas
$1.96M -$78.8K -2,260 -4%
PWM
504
Pinnacle Wealth Management
California
$1.94M -$167K -4,780 -8%
BCP
505
Blackhawk Capital Partners
Wisconsin
$1.92M -$95.1K -2,730 -5%
KRSITF
506
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.92M – – –
TC
507
Truvestments Capital
Florida
$1.91M +$781K +22,410 +79%
SP
508
Symmetry Partners
Connecticut
$1.91M -$239K -6,870 -12%
ZIG
509
Zurich Insurance Group
Switzerland
$1.89M – – –
GLA
510
Good Life Advisors
Pennsylvania
$1.85M +$63.1K +1,810 +4%
HKAM
511
Horizon Kinetics Asset Management
New York
$1.83M – – –
CAPTRUST Financial Advisors
512
CAPTRUST Financial Advisors
North Carolina
$1.81M +$1.74K +50 +0.1%
SS
513
Simplicity Solutions
Minnesota
$1.79M -$571K -16,380 -26%
WCA
514
Westover Capital Advisors
Delaware
$1.78M -$106K -3,040 -6%
OC
515
Oppenheimer & Co
New York
$1.78M +$81.6K +2,340 +5%
GVAG
516
Great Valley Advisor Group
Delaware
$1.77M +$34.9K +1,000 +2%
TI
517
Tidal Investments
Wisconsin
$1.76M +$153K +4,400 +10%
PCM
518
Penserra Capital Management
California
$1.76M -$426K -12,220 -21%
NA
519
NewEdge Advisors
Louisiana
$1.75M -$87.8K -2,520 -2%
GAG
520
GM Advisory Group
New York
$1.74M -$237K -6,800 -13%
Mawer Investment Management
521
Mawer Investment Management
Alberta, Canada
$1.74M -$366K -10,490 -19%
APWM
522
Argonautica Private Wealth Management
Massachusetts
$1.74M +$1.6M +46,040 New
LSA
523
Leonteq Securities AG
Switzerland
$1.7M -$332K -9,530 -17%
AWM
524
AE Wealth Management
Kansas
$1.69M -$3.9M -111,780 -71%
SWP
525
Stratos Wealth Partners
Ohio
$1.68M +$21.6K +620 +1%