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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
626
United Capital Financial Advisors
Texas
$12.9M +$1.52M +94,520 +4%
BOTW
627
Bank of the West
California
$12.8M -$1.66M -103,520 -14%
SBF
628
Sara-Bay Financial
Florida
$12.8M -$115K -7,160 -1%
JIP
629
Jaffetilchin Investment Partners
Florida
$12.8M +$6.27M +391,160 +100%
SLI
630
Sumitomo Life Insurance
Japan
$12.7M -$1.01M -63,000 -9%
RIM
631
Redpoint Investment Management
Australia
$12.7M -$101K -6,320 -1%
VIG
632
Vienna Insurance Group
Poland
$12.6M
GC
633
Gratus Capital
Georgia
$12.6M +$816K +50,920 +9%
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$12.6M +$692K +43,200 +7%
SI
635
Stephens Inc
Arkansas
$12.6M +$158K +9,840 +2%
AWM
636
Apollon Wealth Management
South Carolina
$12.6M +$31.4K +1,960 +0.3%
TPM
637
Totem Point Management
New York
$12.5M -$5.69M -354,680 -36%
Carson Wealth (CWM LLC)
638
Carson Wealth (CWM LLC)
Nebraska
$12.5M
CTC
639
Central Trust Company
Missouri
$12.4M -$145K -9,040 -1%
CK
640
Cohen Klingenstein
New York
$12.4M
MIAN
641
Mariner Independent Advisor Network
Kansas
$12.4M -$48.7K -3,040 -0.5%
NCM
642
Narwhal Capital Management
Georgia
$12.3M -$327K -20,400 -3%
ECM
643
Everence Capital Management
Indiana
$12.2M -$308K -19,200 -3%
ARMC
644
American Research & Management Company
Massachusetts
$12.2M +$186K +11,600 +2%
GG
645
Gofen & Glossberg
Illinois
$12.1M -$53.9K -3,360 -0.6%
KPWS
646
Kestra Private Wealth Services
Texas
$12.1M +$1M +62,520 +12%
TCM
647
Twin Capital Management
Pennsylvania
$12M -$3.36M -209,560 -26%
LPT
648
Legacy Private Trust
Wisconsin
$11.9M -$2.04M -126,960 -18%
BAM
649
Belpointe Asset Management
Nevada
$11.9M -$5.72M -356,960 -38%
HAG
650
HighPoint Advisor Group
Illinois
$11.7M +$613K +38,240 +7%