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Name Holding Trade Value Shares
Change
Change in
Stake
LT
1101
Lindsell Train
United Kingdom
$1.85M
GC
1102
GFG Capital
Florida
$1.84M +$274K +1,972 +17%
WWM
1103
Western Wealth Management
Colorado
$1.84M -$73.4K -528 -4%
AWM
1104
Altium Wealth Management
New York
$1.83M +$62.1K +447 +3%
CWMU
1105
Caliber Wealth Management (Utah)
Utah
$1.83M +$180K +1,298 +10%
S
1106
SignatureFD
Georgia
$1.82M +$108K +780 +6%
AAM
1107
Azzad Asset Management
Virginia
$1.81M +$25.3K +182 +1%
RIL
1108
Rothschild Investment LLC
Illinois
$1.81M +$133K +960 +8%
EF
1109
Empirical Finance
Pennsylvania
$1.8M
FPA
1110
First Pacific Advisors
California
$1.8M
AO
1111
Advisor OS
Illinois
$1.78M +$202K +1,454 +12%
CW
1112
CreativeOne Wealth
Kansas
$1.78M +$283K +2,036 +18%
JG
1113
Jefferies Group
New York
$1.78M -$3.09M -22,206 -62%
TIA
1114
Trust Investment Advisors
Indiana
$1.77M -$91.1K -655 -5%
KFP
1115
KMG Fiduciary Partners
Ohio
$1.77M +$93.4K +672 +5%
MAFM
1116
Mid Atlantic Financial Management
Pennsylvania
$1.76M +$102K +734 +6%
BHB
1117
Bank Hapoalim BM
Israel
$1.76M -$34.8K -250 -2%
MWA
1118
Moser Wealth Advisors
Washington
$1.75M +$95.9K +690 +6%
SLG
1119
Stanley-Laman Group
Pennsylvania
$1.74M +$27.9K +201 +2%
DIA
1120
Dana Investment Advisors
Wisconsin
$1.73M -$1.26M -9,039 -41%
XWM
1121
Xcel Wealth Management
Florida
$1.73M +$392K +2,820 +28%
AF
1122
Advisornet Financial
Minnesota
$1.73M -$25.7K -185 -1%
LPT
1123
Legacy Private Trust
Wisconsin
$1.72M -$182K -1,310 -9%
Loomis, Sayles & Company
1124
Loomis, Sayles & Company
Massachusetts
$1.72M -$164K -1,181 -8%
LOAMS
1125
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.72M +$185K +1,331 +11%