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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1601
Westwood Holdings Group
Texas
$2.63M -$14.8K -120 -0.6%
SMC
1602
Smith, Moore & Co
Missouri
$2.61M -$18.1K -147 -0.7%
BMC
1603
Beaton Management Company
Massachusetts
$2.6M
PAM
1604
Pinpoint Asset Management
Hong Kong
$2.6M +$2.43M +19,683 New
SFI
1605
SPC Financial Inc
Maryland
$2.6M +$572K +4,643 +31%
CCM
1606
Cox Capital Management
Massachusetts
$2.58M -$107K -868 -4%
BC
1607
Bowman & Company
Wisconsin
$2.58M -$69K -560 -3%
WPA
1608
West Paces Advisors
Georgia
$2.58M -$92.9K -754 -4%
KCM
1609
Kathmere Capital Management
Pennsylvania
$2.58M
TPW
1610
Transatlantique Private Wealth
New York
$2.58M -$10.4K -84 -0.4%
WCM
1611
Wallace Capital Management
Texas
$2.58M +$493 +4 +0%
WP
1612
Waycross Partners
Kentucky
$2.57M
MWS
1613
Maxwell Wealth Strategies
California
$2.57M +$342K +2,777 +16%
GWMIA
1614
Global Wealth Management Investment Advisory
Florida
$2.57M +$2.33M +18,901 +3,259%
WOC
1615
West Oak Capital
California
$2.57M +$27.1K +220 +1%
PPW
1616
Parcion Private Wealth
Washington
$2.57M +$109K +886 +5%
CWP
1617
Cyndeo Wealth Partners
Florida
$2.56M +$9K +73 +0.4%
OBWG
1618
Onyx Bridge Wealth Group
New York
$2.55M +$32.9K +267 +1%
CGFA
1619
Colton Groome Financial Advisors
North Carolina
$2.55M -$37.3K -303 -2%
DCM
1620
Dudley Capital Management
Virginia
$2.55M +$39.7K +322 +2%
TPI
1621
Trust Point Inc
Wisconsin
$2.54M -$170K -1,383 -7%
AL
1622
Aspiriant LLC
California
$2.53M +$93.1K +755 +4%
PWS
1623
Peterson Wealth Services
Utah
$2.52M +$87K +706 +4%
CWP
1624
CFM Wealth Partners
Texas
$2.52M -$24K -195 -1%
MAM
1625
Mirabaud Asset Management
United Kingdom
$2.52M -$558K -4,531 -19%