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Name Holding Trade Value Shares
Change
Change in
Stake
AlTi Global
1026
AlTi Global
New York
$1.24M +$291K +679 +30%
PCM
1027
Prelude Capital Management
New York
$1.24M +$1.25M +2,911 New
Journey Strategic Wealth
1028
Journey Strategic Wealth
New Jersey
$1.23M -$997K -2,327 -45%
IHT Wealth Management
1029
IHT Wealth Management
Illinois
$1.23M -$200K -467 -14%
WAP
1030
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$160K +373 +15%
Hancock Whitney
1031
Hancock Whitney
Mississippi
$1.22M -$11.6K -27 -0.9%
Confluence Wealth Services
1032
Confluence Wealth Services
Pennsylvania
$1.21M +$48.4K +113 +4%
NL
1033
Navalign LLC
California
$1.21M +$46.7K +109 +4%
RMC
1034
Resources Management Corp
Connecticut
$1.21M +$641K +1,497 +112%
CWA Asset Management Group
1035
CWA Asset Management Group
Florida
$1.19M -$26.6K -62 -2%
GLOBALT Investments
1036
GLOBALT Investments
Georgia
$1.19M -$139K -325 -10%
Dynamic Advisor Solutions
1037
Dynamic Advisor Solutions
Arizona
$1.19M -$975K -2,275 -45%
TGAM
1038
TBH Global Asset Management
Tennessee
$1.18M +$261K +610 +28%
ZF
1039
Zhang Financial
Michigan
$1.18M – – –
BWIA
1040
Bryant Woods Investment Advisors
New York
$1.16M +$3.43K +8 +0.3%
Independent Financial Group
1041
Independent Financial Group
California
$1.15M +$475K +1,109 +70%
71 West Capital Partners
1042
71 West Capital Partners
Massachusetts
$1.15M +$1.16M +2,698 New
HM Payson & Co
1043
HM Payson & Co
Maine
$1.15M +$25.7K +60 +2%
AWM
1044
Angeles Wealth Management
California
$1.14M +$15.8K +37 +1%
CG
1045
Cynosure Group
Utah
$1.13M +$684K +1,596 +150%
TNB
1046
Thomasville National Bank
Georgia
$1.13M -$94.7K -221 -8%
APSI
1047
Asset Planning Services Inc
Louisiana
$1.13M -$79.2K -185 -7%
RCA
1048
Resonant Capital Advisors
Wisconsin
$1.13M -$265K -619 -19%
TBT
1049
Texas Bank & Trust
Texas
$1.12M -$225K -525 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
1050
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M – – –