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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
651
BSW Wealth Partners
Colorado
$1.79M +$39K +125 +2%
CAM
652
Cresset Asset Management
Illinois
$1.78M +$501K +1,603 +33%
MC
653
Middleton & Co
Massachusetts
$1.77M -$46.9K -150 -2%
LF
654
Lee Financial
Texas
$1.75M +$23.1K +74 +1%
PM
655
Phraction Management
Connecticut
$1.74M -$38.1K -122 -2%
PG
656
Patten Group
Tennessee
$1.73M +$32.2K +103 +2%
SAM
657
Sycomore Asset Management
France
$1.73M -$3.91M -12,502 -68%
SWM
658
Sendero Wealth Management
Texas
$1.72M +$257K +822 +16%
DWA
659
Douglass Winthrop Advisors
New York
$1.72M – – –
HWM
660
HB Wealth Management
Georgia
$1.71M +$163K +523 +10%
SF
661
Summit Financial
New Jersey
$1.69M -$1.56K -5 -0.1%
PCM
662
Penserra Capital Management
California
$1.69M -$857K -2,745 -32%
Lido Advisors
663
Lido Advisors
California
$1.67M +$108K +347 +6%
QI
664
Qtron Investments
Massachusetts
$1.67M +$354K +1,132 +24%
TSWM
665
Triangle Securities Wealth Management
North Carolina
$1.66M +$98.1K +314 +6%
HCMT
666
Highland Capital Management (Tennessee)
Tennessee
$1.66M – – –
LF
667
Lantz Financial
Illinois
$1.65M -$10K -32 -0.6%
APWM
668
Atlas Private Wealth Management
New York
$1.64M -$269K -860 -13%
Verition Fund Management
669
Verition Fund Management
Connecticut
$1.64M +$1.13M +3,629 +177%
TI
670
Tidal Investments
Wisconsin
$1.63M -$606K -1,939 -25%
FIM
671
Freedom Investment Management
Connecticut
$1.62M +$430K +1,376 +32%
BHIA
672
Birch Hill Investment Advisors
Massachusetts
$1.61M – – –
MNBTD
673
Moody National Bank Trust Division
Texas
$1.59M +$1.5M +4,787 +650%
S
674
SignatureFD
Georgia
$1.56M -$37.8K -121 -2%
MWM
675
Mattern Wealth Management
Kansas
$1.56M -$66.8K -214 -4%