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Name Holding Trade Value Shares
Change
Change in
Stake
MA
826
Mutual Advisors
Nebraska
$5.6M -$838K -4,220 -19%
PFW
827
Petros Family Wealth
Minnesota
$5.59M -$785K -3,956 -18%
GVAG
828
Great Valley Advisor Group
Delaware
$5.57M -$11.7K -59 -0.3%
BAM
829
Belpointe Asset Management
Nevada
$5.56M -$3.83M -19,277 -51%
CCFCSB
830
Cape Cod Five Cents Savings Bank
Massachusetts
$5.56M +$3.66M +18,413 New
CLP
831
Charis Legacy Partners
Texas
$5.55M – – –
IWC
832
Integrated Wealth Concepts
Massachusetts
$5.55M +$349K +1,759 +11%
JWA
833
JFS Wealth Advisors
Pennsylvania
$5.53M -$2.22M -11,200 -38%
HHMI
834
Howard Hughes Medical Institute
Maryland
$5.51M – – –
HP
835
Haven Private
Florida
$5.5M -$12.1K -61 -0.3%
LIP
836
Liontrust Investment Partners
United Kingdom
$5.5M -$7.6M -38,287 -68%
IFS
837
Ifrah Financial Services
Arkansas
$5.48M -$49.6K -250 -1%
FA
838
Fedenia Advisers
Wisconsin
$5.47M +$3.6M +18,120 New
3IP
839
3Chopt Investment Partners
Virginia
$5.46M -$27.2K -137 -0.8%
EGA
840
E&G Advisors
Texas
$5.43M – – –
EWM
841
Empirical Wealth Management
Washington
$5.41M +$238K +1,201 +7%
CAMG
842
CWA Asset Management Group
Florida
$5.41M +$1.86M +9,360 +109%
CW
843
CreativeOne Wealth
Kansas
$5.4M +$797K +4,014 +29%
WA
844
Waverly Advisors
Alabama
$5.33M +$863K +4,347 +33%
LSA
845
L & S Advisors
California
$5.32M -$1.38M -6,943 -28%
ACP
846
Aviance Capital Partners
Florida
$5.32M – – –
JWCA
847
J.W. Cole Advisors
Florida
$5.32M +$3.5M +17,616 New
CCM
848
Cohen Capital Management
California
$5.3M – – –
SWM
849
SeaCrest Wealth Management
New York
$5.29M -$159K -800 -4%
AC
850
Avestar Capital
New York
$5.28M +$93.3K +470 +3%