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Name Holding Trade Value Shares
Change
Change in
Stake
PCMH
851
Polymer Capital Management (HK)
Hong Kong
$2.42M +$806K +4,905 +57%
CWM
852
Circle Wealth Management
New Jersey
$2.41M +$1.15M +6,965 +107%
GIA
853
Gladstone Institutional Advisory
Florida
$2.4M -$1.23M -7,460 -36%
SC
854
Savant Capital
Illinois
$2.39M +$529K +3,215 +32%
GI
855
GAMMA Investing
California
$2.38M +$738K +4,490 +51%
RBFC
856
Roman Butler Fullerton & Co
Missouri
$2.37M +$38.6K +235 +2%
AWA
857
Arkadios Wealth Advisors
Georgia
$2.36M +$505K +3,070 +30%
HA
858
Harfst & Associates
Wyoming
$2.36M +$421K +2,560 +24%
KWM
859
Kingsview Wealth Management
Oregon
$2.36M +$161K +980 +8%
CIA
860
Concurrent Investment Advisors
Florida
$2.36M +$593K +3,610 +38%
LCM
861
Legato Capital Management
California
$2.35M
NRS
862
Neville Rodie & Shaw
New York
$2.34M
IFWM
863
Institute for Wealth Management
Colorado
$2.34M -$6.58K -40 -0.3%
PS
864
Principal Securities
Iowa
$2.33M -$2.67M -16,240 -55%
CA
865
Cornerstone Advisors
North Carolina
$2.33M
CPBTD
866
Central Pacific Bank - Trust Division
Hawaii
$2.31M -$729K -4,435 -26%
PCA
867
Pallas Capital Advisors
Massachusetts
$2.31M +$147K +895 +8%
WWM
868
Western Wealth Management
Colorado
$2.29M +$455K +2,765 +28%
BG
869
BDF Gestion
France
$2.28M
AO
870
Advisor OS
Illinois
$2.28M -$130K -790 -6%
TSW
871
Three Seasons Wealth
Utah
$2.28M +$219K +1,335 +12%
MIC
872
Means Investment Company
Maine
$2.27M -$9.86K -60 -0.5%
GCC
873
Guardian Capital (Canada)
Ontario, Canada
$2.27M -$11.5K -70 -0.5%
LS
874
Leelyn Smith
Illinois
$2.24M +$46K +280 +2%
GL
875
Graypoint LLC
New York
$2.24M +$125K +760 +6%