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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
Spire Wealth Management
Virginia
$102K +$13.2K +580 +14%
SFM
902
Systematic Financial Management
New Jersey
$99.7K
GM
903
GeoWealth Management
Illinois
$98.8K -$472K -20,733 -81%
OL
904
OneFund LLC
Florida
$95K +$103K +4,536 New
LWCFA
905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90.1K
ST
906
Smithfield Trust
Pennsylvania
$90K
SFFS
907
Stonehage Fleming Financial Services
Jersey
$89.8K
VCM
908
Versant Capital Management
Arizona
$89.1K +$19.2K +842 +25%
NSIM
909
North Star Investment Management
Illinois
$86.2K +$73.1K +3,213 +355%
TCM
910
Traub Capital Management
Massachusetts
$85.8K +$93.3K +4,100 New
CSPIA
911
Cary Street Partners Investment Advisory
Virginia
$78.7K -$16.9K -742 -16%
AP
912
Atwood & Palmer
Missouri
$78K +$84.8K +3,727 New
ACM
913
Aster Capital Management
United Arab Emirates
$76.6K +$83.2K +3,658 New
PWMG
914
Private Wealth Management Group
New Jersey
$76.3K +$910 +40 +1%
SC
915
Soundwatch Capital
Connecticut
$71.8K +$1.62M +71,110 New
HI
916
Harbour Investments
Wisconsin
$70.7K -$16.8K -738 -18%
APW
917
Aventura Private Wealth
Florida
$69.4K +$1.16K +51 +2%
CWM
918
Cedar Wealth Management
California
$68.1K -$23.2K -1,020 -24%
Loomis, Sayles & Company
919
Loomis, Sayles & Company
Massachusetts
$66.6K -$19.1K -841 -21%
RAM
920
Ramirez Asset Management
New York
$62.8K
JWA
921
JFS Wealth Advisors
Pennsylvania
$61.2K -$1.41K -62 -2%
UB
922
UMB Bank
Missouri
$59.7K +$11.9K +521 +22%
DJSG
923
D.J. St. Germain
Massachusetts
$58.9K -$10.9K -481 -15%
HNW
924
High Note Wealth
Minnesota
$55.4K +$3.8K +167 +7%
ACM
925
Adalta Capital Management
New York
$54.4K -$123K -5,400 -68%