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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
726
Venturi Wealth Management
Texas
$3.71M +$1.08M +10,951 +41%
YC
727
Yarbrough Capital
Tennessee
$3.69M -$452K -4,563 -11%
SRS
728
Strong Retirement Solutions
Washington
$3.65M +$674K +6,804 +23%
KWM
729
Kingsview Wealth Management
Oregon
$3.64M +$1.45M +14,651 +67%
STA
730
Summit Trail Advisors
New York
$3.62M -$199K -2,008 -5%
SFA
731
Sequoia Financial Advisors
Ohio
$3.6M -$738K -7,452 -17%
SP
732
SIH Partners
Delaware
$3.6M +$3.39M +34,204 +1,692%
GIC
733
Generali Investments CEE
Czech Republic
$3.59M +$611K +6,167 +21%
AWM
734
AE Wealth Management
Kansas
$3.59M +$554K +5,600 +18%
MHIP
735
Mountain Hill Investment Partners
New Jersey
$3.57M +$3.54M +35,715 +12,532%
FIA
736
Foundations Investment Advisors
Arizona
$3.57M +$2.53M +25,582 +247%
OMC
737
Overbrook Management Corp
New York
$3.54M +$3.53M +35,661 New
HIIFS
738
Harel Insurance Investments & Financial Services
Israel
$3.51M +$3.12M +31,515 +865%
OIMU
739
Osmosis Investment Management UK
United Kingdom
$3.49M -$3.26M -32,954 -48%
TW
740
TritonPoint Wealth
Maryland
$3.49M +$1.18M +11,964 +52%
HP
741
Havemeyer Place
Connecticut
$3.48M -$1.73M -17,521 -33%
ACM
742
Advent Capital Management
New York
$3.47M – – –
BFA
743
Bragg Financial Advisors
North Carolina
$3.47M +$163K +1,644 +5%
IPAM
744
ICICI Prudential Asset Management
India
$3.46M -$941K -9,500 -21%
RWP
745
RWA Wealth Partners
Massachusetts
$3.45M +$130K +1,312 +4%
SIC
746
Sigma Investment Counselors
Michigan
$3.44M -$67.8K -685 -2%
SCM
747
SCS Capital Management
Massachusetts
$3.43M -$71.2K -719 -2%
CII
748
Capital International Inc
California
$3.41M +$32.7K +330 +1%
AIP
749
Ameritas Investment Partners
Nebraska
$3.41M -$27.8K -281 -0.8%
FC
750
Fulcrum Capital
Washington
$3.4M +$3.39M +34,251 New
28 29
30
31 32