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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1451
Nicolet Advisory Services
Wisconsin
$1.92M +$378K +941 +24%
IIA
1452
IPG Investment Advisors
California
$1.92M +$626K +1,559 +47%
VAS
1453
Vestmark Advisory Solutions
Massachusetts
$1.92M -$4.53M -11,295 -70%
EWA
1454
EverSource Wealth Advisors
Alabama
$1.92M +$89.5K +223 +5%
O
1455
Ossiam
France
$1.92M +$1.18M +2,948 +156%
VT
1456
Vise Technologies
New York
$1.91M +$375K +935 +24%
SIM
1457
Sentry Investment Management
Wisconsin
$1.91M -$461K -1,149 -19%
GPA
1458
Garrison Point Advisors
California
$1.91M -$56.2K -140 -3%
GLR
1459
Great Lakes Retirement
Ohio
$1.91M +$273K +681 +16%
AP
1460
Americana Partners
Texas
$1.91M +$779K +1,940 +68%
CIM
1461
Caldwell Investment Management
Ontario, Canada
$1.9M -$442K -1,100 -19%
DF
1462
Dunhill Financial
United Kingdom
$1.9M +$4.01K +10 +0.2%
WA
1463
Wealth Alliance
New York
$1.9M +$8.83K +22 +0.5%
RWP
1464
Revolve Wealth Partners
New Jersey
$1.9M +$8.83K +22 +0.5%
FPCP
1465
Fort Point Capital Partners
California
$1.89M +$34.9K +87 +2%
KCM
1466
Kendall Capital Management
Maryland
$1.88M +$218K +543 +13%
WG
1467
Winton Group
United Kingdom
$1.87M -$3.92M -9,775 -67%
PFT
1468
Providence First Trust
Arizona
$1.87M -$50.2K -125 -3%
OCM
1469
Orleans Capital Management
Louisiana
$1.87M +$2.01K +5 +0.1%
CCM
1470
Chilton Capital Management
Texas
$1.86M +$30.1K +75 +2%
ORAM
1471
One River Asset Management
Connecticut
$1.86M +$1.88M +4,688 New
MBTD
1472
Mechanics Bank - Trust Department
California
$1.86M +$57.4K +143 +3%
SWM
1473
Segment Wealth Management
Texas
$1.86M +$350K +871 +23%
JWCA
1474
J.W. Coons Advisors
Ohio
$1.86M +$128K +320 +7%
NW
1475
Naviter Wealth
Arkansas
$1.85M +$36.5K +91 +2%