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Name Holding Trade Value Shares
Change
Change in
Stake
DCA
651
DSG Capital Advisors
Minnesota
$2.24M
DWA
652
Douglass Winthrop Advisors
New York
$2.23M -$11.6K -79 -0.5%
MWM
653
Massachusetts Wealth Management
Massachusetts
$2.22M +$22K +150 +1%
CT
654
Caldwell Trust
Florida
$2.21M -$41.4K -282 -2%
KCM
655
Kornitzer Capital Management
Kansas
$2.21M -$93.3K -635 -4%
RC
656
RBF Capital
California
$2.2M
PFS
657
Physicians Financial Services
North Carolina
$2.19M +$25.9K +176 +1%
AMG
658
Advisors Management Group
Wisconsin
$2.19M -$9.84K -67 -0.4%
PI
659
PFG Investments
New York
$2.17M -$71.6K -487 -3%
LPT
660
Legacy Private Trust
Wisconsin
$2.17M +$1.72M +11,680 +379%
NCM
661
NCM Capital Management
New Jersey
$2.14M -$69.8K -475 -3%
Parallax Volatility Advisers
662
Parallax Volatility Advisers
California
$2.13M -$3.29M -22,376 -61%
Bank Julius Baer & Co
663
Bank Julius Baer & Co
Switzerland
$2.12M +$403K +2,745 +23%
NGA
664
Naples Global Advisors
Florida
$2.12M -$31.3K -213 -1%
SGCA
665
Steel Grove Capital Advisors
Tennessee
$2.11M +$12.8K +87 +0.6%
AG
666
AlTi Global
New York
$2.11M -$138K -942 -6%
WI
667
Wahed Invest
New York
$2.09M +$44.5K +303 +2%
WFC
668
Western Financial Corp
California
$2.08M +$160K +1,092 +8%
FP
669
Financial Perspectives
Minnesota
$2.06M +$27.2K +185 +1%
GF
670
Gabelli Funds
New York
$2.03M +$1.59M +10,850 +362%
CC
671
Courier Capital
New York
$2.03M -$17.5K -119 -0.9%
DIA
672
Dana Investment Advisors
Wisconsin
$2.03M
ECM
673
Evergreen Capital Management
Washington
$2.02M +$28.1K +191 +1%
ATPW
674
Ashton Thomas Private Wealth
Arizona
$2M +$26K +177 +1%
ATFA
675
All Terrain Financial Advisors
Minnesota
$2M +$6.02K +41 +0.3%