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Name Holding Trade Value Shares
Change
Change in
Stake
Dynasty Wealth Management
1151
Dynasty Wealth Management
Florida
$4.88M -$658K -1,414 -13%
Jasper Ridge Partners
1152
Jasper Ridge Partners
California
$4.87M – – –
RBA
1153
Richard Bernstein Advisors
New York
$4.87M +$2.22M +4,774 +94%
TC
1154
TwinBeech Capital
New York
$4.87M -$61.1M -131,377 -93%
Williams Jones Wealth Management
1155
Williams Jones Wealth Management
New York
$4.86M +$67.9K +146 +2%
CreativeOne Wealth
1156
CreativeOne Wealth
Kansas
$4.83M +$1.21M +2,601 +36%
PAG
1157
Private Advisory Group
Washington
$4.83M +$417K +897 +10%
LTAS
1158
Linden Thomas Advisory Services
North Carolina
$4.83M +$590K +1,269 +15%
TAM
1159
Trust Asset Management
Texas
$4.82M – – –
IFWM
1160
Institute for Wealth Management
Colorado
$4.81M -$84.6K -182 -2%
CWP
1161
Cyndeo Wealth Partners
Florida
$4.81M +$728K +1,565 +19%
PWCM
1162
Processus Wealth & Capital Management
Tennessee
$4.8M -$364K -782 -7%
FHB
1163
First Hawaiian Bank
Hawaii
$4.79M -$1.8M -3,876 -29%
Blue Trust Inc
1164
Blue Trust Inc
Georgia
$4.79M +$2.38M +5,128 +90%
SS
1165
Sunbelt Securities
Texas
$4.77M +$206K +443 +5%
BP
1166
BBR Partners
New York
$4.76M -$127K -274 -3%
GD
1167
Grandfield & Dodd
New York
$4.76M -$32.6K -70 -0.7%
GP
1168
Greenline Partners
New York
$4.76M – – –
GGS
1169
Galvin Gaustad & Stein
Arizona
$4.75M -$206K -444 -4%
SAM
1170
Synergy Asset Management
Washington
$4.75M +$459K +987 +11%
Sigma Planning Corp
1171
Sigma Planning Corp
Michigan
$4.74M -$32.1K -69 -0.7%
Harbour Investments
1172
Harbour Investments
Wisconsin
$4.72M -$37.2K -80 -0.8%
LS
1173
Leelyn Smith
Illinois
$4.71M +$24.6K +53 +0.6%
MCA
1174
Martin Capital Advisors
Texas
$4.7M +$16.7K +36 +0.4%
SIG
1175
Sargent Investment Group
Maryland
$4.7M +$360K +775 +9%