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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1526
Atlantic Edge Private Wealth Management
Florida
$3.01M -$142K -256 -5%
SA
1527
Strategic Advisors
New York
$3.01M -$160K -290 -5%
IIM
1528
Intact Investment Management
Quebec, Canada
$3M +$1.51M +2,736 +105%
BCM
1529
Bayesian Capital Management
New York
$2.99M +$2.94M +5,317 New
Koshinski Asset Management
1530
Koshinski Asset Management
Illinois
$2.98M -$148K -267 -5%
VWA
1531
Visionary Wealth Advisors
Illinois
$2.98M -$147K -266 -5%
GCGDR
1532
Geo Capital Gestora de Recursos
Brazil
$2.98M +$823K +1,488 +39%
FPCP
1533
Fort Point Capital Partners
California
$2.97M +$241K +436 +9%
SSI
1534
Scott & Selber Inc
Texas
$2.97M +$17.7K +32 +0.6%
SI
1535
Scharf Investments
California
$2.96M +$237K +428 +9%
SSA
1536
SSA Swiss Advisors
$2.96M -$343K -620 -11%
EFM
1537
Eley Financial Management
Vermont
$2.94M +$28.8K +52 +1%
LAM
1538
LECAP Asset Management
United Kingdom
$2.93M +$2.89M +5,220 New
PRS
1539
Pinkerton Retirement Specialists
Idaho
$2.91M -$38.7K -70 -1%
IPW
1540
Inlet Private Wealth
Florida
$2.9M
FMTC
1541
Farmers & Merchants Trust Company
California
$2.9M +$468K +847 +20%
S
1542
SimplyRich
California
$2.9M
LFG
1543
Larson Financial Group
Missouri
$2.9M +$592K +1,071 +26%
TCM
1544
Twin Capital Management
Pennsylvania
$2.88M +$262K +473 +10%
IC
1545
Iconiq Capital
California
$2.86M +$446K +806 +19%
PPWP
1546
Premier Path Wealth Partners
New Jersey
$2.85M +$204K +368 +8%
MIA
1547
MeadowBrook Investment Advisors
Michigan
$2.84M -$39.8K -72 -1%
HR
1548
Hardy Reed
Mississippi
$2.84M +$10.5K +19 +0.4%
CA
1549
Cannon Advisors
North Carolina
$2.84M -$83.5K -151 -3%
PL
1550
Plancorp LLC
Missouri
$2.83M -$238K -430 -8%