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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
151
Williams Jones Wealth Management
New York
$2.97M +$8.37K +150 +0.3%
GA
152
GraniteShares Advisors
New York
$2.93M +$379K +6,800 +15%
DA
153
Doliver Advisors
Texas
$2.91M +$531K +9,525 +23%
Creative Planning
154
Creative Planning
Kansas
$2.85M -$389K -6,970 -12%
PMG
155
Private Management Group
California
$2.82M
DIM
156
Delta Investment Management
California
$2.76M +$298K +5,350 +12%
ACL
157
Applied Capital LLC
Florida
$2.75M +$332K +5,945 +14%
HFS
158
Howard Financial Services
Texas
$2.73M +$158K +2,838 +6%
SPIA
159
Steward Partners Investment Advisory
New York
$2.73M +$132K +2,369 +5%
PI
160
PFG Investments
New York
$2.73M +$141K +2,522 +5%
SWP
161
Stratos Wealth Partners
Ohio
$2.65M -$6.53K -117 -0.2%
CWP
162
CFM Wealth Partners
Texas
$2.63M
CRC
163
Curi RMB Capital
Illinois
$2.58M -$180K -3,230 -7%
SC
164
Searle & Co
Connecticut
$2.56M +$1.62M +29,000 +177%
CGA
165
Crescent Grove Advisors
Illinois
$2.56M +$457K +8,197 +22%
NPT
166
National Philanthropic Trust
Pennsylvania
$2.54M +$1.12M +20,102 +80%
ZIG
167
Zurich Insurance Group
Switzerland
$2.39M
Ameriprise
168
Ameriprise
Minnesota
$2.36M +$353K +6,328 +18%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$2.35M +$49K +878 +2%
BG
170
Bahl & Gaynor
Ohio
$2.32M
KeyBank National Association
171
KeyBank National Association
Ohio
$2.31M -$112K -2,000 -5%
CG
172
Caprock Group
Idaho
$2.21M +$17.6K +316 +0.8%
PHS
173
Pekin Hardy Strauss
Illinois
$2.2M +$223 +4 +0%
FCM
174
Fourpath Capital Management
Oklahoma
$2.2M
William Blair & Company
175
William Blair & Company
Illinois
$2.11M -$83.3K -1,493 -4%