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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1851
1858 Wealth Management
Ohio
$3.64M -$8.75K -18 -0.2%
AC
1852
Allstate Corporation
Illinois
$3.64M +$6.32K +13 +0.2%
CG
1853
CFO4Life Group
Texas
$3.63M +$18K +37 +0.5%
EWM
1854
Evercore Wealth Management
New York
$3.63M -$75.8K -156 -2%
PCM
1855
Parsons Capital Management
Rhode Island
$3.63M +$687K +1,413 +24%
WAM
1856
Wakefield Asset Management
Colorado
$3.63M -$288K -592 -8%
EP
1857
Edgestream Partners
New Jersey
$3.62M -$13.6M -27,937 -80%
FI
1858
Finivi Inc
Massachusetts
$3.62M +$49.1K +101 +1%
PWP
1859
Private Wealth Partners
California
$3.61M +$861K +1,771 +33%
MW
1860
MBL Wealth
North Carolina
$3.61M -$69K -142 -2%
CCA
1861
Covey Capital Advisors
Georgia
$3.6M +$156K +320 +5%
RBFC
1862
Roman Butler Fullerton & Co
Missouri
$3.6M -$1.61M -3,302 -33%
GA
1863
GraniteShares Advisors
New York
$3.59M +$51K +105 +1%
RSWM
1864
Robertson Stephens Wealth Management
California
$3.59M +$888K +1,827 +35%
MCCA
1865
Mill Creek Capital Advisors
Pennsylvania
$3.57M +$117K +240 +4%
PA
1866
Paragon Advisors
Texas
$3.57M +$78.3K +161 +2%
VNA
1867
Valley National Advisers
Pennsylvania
$3.56M -$34K -70 -1%
WI
1868
WrapManager Inc
California
$3.56M +$232K +477 +7%
FFG
1869
Fortem Financial Group
California
$3.55M +$47.2K +97 +1%
BCM
1870
Brown Capital Management
Maryland
$3.55M -$927K -1,907 -21%
NB
1871
Nicolet Bankshares
Wisconsin
$3.55M +$116K +239 +4%
FHWM
1872
Fox Hill Wealth Management
Massachusetts
$3.55M -$308K -633 -8%
AEPWM
1873
Atlantic Edge Private Wealth Management
Florida
$3.54M +$62.2K +128 +2%
LAIC
1874
Lederer & Associates Investment Counsel
California
$3.53M -$140K -289 -4%
RIM
1875
Redwood Investment Management
Arizona
$3.53M +$1.67M +3,436 +91%
73 74
75
76 77