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Name Holding Trade Value Shares
Change
Change in
Stake
UF
1151
Univest Financial
Pennsylvania
$6.45M +$165K +296 +3%
PNAA
1152
Pictet North America Advisors
Switzerland
$6.42M -$590K -1,056 -9%
BCFD
1153
Boit C.F. David
$6.41M – – –
SEEDPG
1154
S.E.E.D. Planning Group
New York
$6.38M -$69.3K -124 -1%
TCGDR
1155
TB Capital Gestao de Recursos
$6.38M +$1.66M +2,977 +36%
PFA
1156
Pure Financial Advisors
California
$6.36M +$143K +256 +2%
MPWS
1157
McCarter Private Wealth Services
Massachusetts
$6.34M -$72.7K -130 -1%
IWA
1158
Icon Wealth Advisors
Texas
$6.34M -$64.3K -115 -1%
GP
1159
Geneva Partners
Wisconsin
$6.34M -$1.19M -2,131 -16%
AF
1160
Alerus Financial
North Dakota
$6.34M -$132K -237 -2%
TFS
1161
Thoroughbred Financial Services
Tennessee
$6.33M -$315K -564 -5%
RWA
1162
River Wealth Advisors
Pennsylvania
$6.33M -$43K -77 -0.7%
YDMI
1163
Y.D. More Investments
Israel
$6.3M +$167K +299 +3%
AF
1164
Ally Financial
Michigan
$6.28M – – –
SAM
1165
Silvercrest Asset Management
New York
$6.28M -$316K -565 -5%
KIG
1166
Kennedy Investment Group
New Jersey
$6.27M +$120K +214 +2%
FCM
1167
Fairbanks Capital Management
California
$6.26M -$115K -206 -2%
Blackstone Inc
1168
Blackstone Inc
New York
$6.25M +$5.18M +9,261 +549%
FAL
1169
Focused Alpha LLC
Colorado
$6.22M +$6.09M +10,890 New
MT
1170
Midwest Trust
Kansas
$6.17M -$193K -346 -3%
KJHP
1171
K.J. Harrison & Partners
Ontario, Canada
$6.17M +$224K +400 +4%
SWP
1172
Sagespring Wealth Partners
Tennessee
$6.17M +$212K +380 +4%
CAM
1173
Carret Asset Management
New York
$6.16M -$115K -205 -2%
KHLMTHM
1174
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.15M – – –
CW
1175
CreativeOne Wealth
Kansas
$6.14M +$737K +1,319 +14%