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Name Holding Trade Value Shares
Change
Change in
Stake
AG
1776
AlTi Global
New York
$5.72M -$238K -405 -4%
MFG
1777
Menard Financial Group
Texas
$5.71M +$660K +1,125 +13%
PTC
1778
Private Trust Company
Ohio
$5.71M -$524K -892 -8%
PWW
1779
Pettyjohn Wood & White
Virginia
$5.71M +$233K +397 +4%
3IP
1780
3Chopt Investment Partners
Virginia
$5.69M -$279K -475 -5%
Koshinski Asset Management
1781
Koshinski Asset Management
Illinois
$5.67M -$14.7K -25 -0.3%
GIM
1782
Goelzer Investment Management
Indiana
$5.64M +$327K +557 +6%
PCG
1783
Prosperity Consulting Group
Maryland
$5.61M +$788K +1,343 +16%
CCA
1784
Catalyst Capital Advisors
New York
$5.61M +$600K +1,023 +12%
BIP
1785
Bouvel Investment Partners
Pennsylvania
$5.6M +$47.5K +81 +0.9%
SP
1786
SIH Partners
Delaware
$5.59M +$5.61M +9,550 New
CCT
1787
Chemung Canal Trust
New York
$5.59M +$5.6M +9,545 New
OL
1788
Optas LLC
Texas
$5.58M -$41.7K -71 -0.7%
ML
1789
Mayport LLC
Massachusetts
$5.57M -$67.5K -115 -1%
VWA
1790
Visionary Wealth Advisors
Illinois
$5.56M +$187K +319 +3%
IC
1791
Iconiq Capital
California
$5.56M +$2.43M +4,146 +78%
SMC
1792
Smith, Moore & Co
Missouri
$5.56M +$24.1K +41 +0.4%
DW30
1793
Drucker Wealth 3.0
New Jersey
$5.55M +$272K +463 +5%
NAS
1794
Nicolet Advisory Services
Wisconsin
$5.55M +$176K +299 +3%
ITIM
1795
Indiana Trust & Investment Management
Indiana
$5.55M +$563K +960 +11%
PTP
1796
Platform Technology Partners
New York
$5.55M -$1.17K -2 -0%
MIM
1797
Marco Investment Management
Georgia
$5.55M -$468K -797 -8%
CCB
1798
Cutter & Co Brokerage
Missouri
$5.55M -$152K -259 -3%
AAB
1799
ABN AMRO Bank
Netherlands
$5.54M +$1.89M +3,214 +51%
RWP
1800
Revolve Wealth Partners
New Jersey
$5.54M +$514K +875 +10%