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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
1026
V-Square Quantitative Management
Illinois
$1.92M +$832K +7,745 +78%
BMC
1027
Beaton Management Company
Massachusetts
$1.91M -$19.3K -180 -1%
SIA
1028
Soltis Investment Advisors
Utah
$1.9M +$216K +2,009 +13%
CAM
1029
Cypress Asset Management
Texas
$1.9M -$13.1K -122 -0.7%
WANY
1030
Wealthspire Advisors (New York)
New York
$1.88M +$95.5K +889 +5%
CCM
1031
Chickasaw Capital Management
Tennessee
$1.87M -$21K -195 -1%
SIP
1032
Stoneridge Investment Partners
Pennsylvania
$1.87M -$3.22K -30 -0.2%
DT
1033
Diversified Trust
Tennessee
$1.87M +$281K +2,619 +18%
SWM
1034
Spire Wealth Management
Virginia
$1.87M -$127K -1,180 -6%
LNB
1035
Ledyard National Bank
$1.86M -$72K -670 -4%
EA
1036
Ellsworth Advisors
Ohio
$1.86M +$36.9K +343 +2%
SCM
1037
Soros Capital Management
New York
$1.85M +$1.83M +17,058 New
PIA
1038
Petredis Investment Advisors
Pennsylvania
$1.85M -$53.5K -498 -3%
RFA
1039
ROI Financial Advisors
Oregon
$1.84M +$1.83M +16,990 New
HAG
1040
HighPoint Advisor Group
Illinois
$1.84M +$2.12M +19,683 New
PIP
1041
Peachtree Investment Partners
Florida
$1.84M -$24.4K -227 -1%
SFG
1042
SevenBridge Financial Group
Pennsylvania
$1.83M +$18.9K +176 +1%
LA
1043
LBP AM
France
$1.83M -$3.31M -30,808 -65%
BDS
1044
Banco de Sabadell
Florida
$1.82M +$77.4K +720 +4%
CNAM
1045
Campbell Newman Asset Management
Wisconsin
$1.82M -$354K -3,291 -16%
IWA
1046
Icon Wealth Advisors
Texas
$1.82M +$1.8M +16,763 New
CBTWT
1047
Community Bank & Trust (Waco, Texas)
Texas
$1.82M -$76.4K -711 -4%
MGIA
1048
Moneta Group Investment Advisors
Missouri
$1.82M +$24.2K +225 +1%
LSAG
1049
Lake Street Advisors Group
New Hampshire
$1.81M +$27.9K +260 +2%
GCGDR
1050
Geo Capital Gestora de Recursos
Brazil
$1.81M -$3.56M -33,095 -67%