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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
851
Washington Trust Bank
Washington
$19.7M -$46.8K -1,010 -0.3%
Axxcess Wealth Management
852
Axxcess Wealth Management
California
$19.7M -$2.19M -47,150 -10%
WAP
853
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$148K +3,200 +0.8%
AGAM
854
Avalon Global Asset Management
California
$19.6M +$732K +15,800 +4%
Evergreen Capital Management
855
Evergreen Capital Management
Washington
$19.5M -$494K -10,670 -3%
FHA
856
Flagship Harbor Advisors
Massachusetts
$19.5M +$643K +13,880 +4%
AI
857
Aperture Investors
New York
$19.5M +$1.78M +38,470 +11%
BIAS
858
Beacon Investment Advisory Services
New Jersey
$19.5M -$549K -11,850 -3%
Dynamic Advisor Solutions
859
Dynamic Advisor Solutions
Arizona
$19.4M -$1.42M -30,690 -7%
Choreo LLC
860
Choreo LLC
Illinois
$19.4M +$7.87M +169,820 +77%
Kingswood Wealth Advisors
861
Kingswood Wealth Advisors
California
$19.3M +$9.56M +206,250 +113%
RWM
862
Rockline Wealth Management
New York
$19.2M +$18M +388,290 New
TFIPS
863
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.2M +$18M +388,180 New
SB
864
Simmons Bank
Arkansas
$19.2M +$489K +10,550 +3%
VSQM
865
V-Square Quantitative Management
Illinois
$19M +$7.48M +161,450 +72%
Wilbanks Smith & Thomas Asset Management
866
Wilbanks Smith & Thomas Asset Management
Virginia
$19M +$431K +9,290 +2%
BA
867
Bristlecone Advisors
Washington
$18.9M -$942K -20,320 -5%
NorthRock Partners
868
NorthRock Partners
Minnesota
$18.9M +$31.9M +687,580 +449%
AWM
869
Avitas Wealth Management
California
$18.8M +$880K +18,980 +5%
Belpointe Asset Management
870
Belpointe Asset Management
Nevada
$18.7M +$1.23M +26,530 +8%
HCM
871
Harvey Capital Management
Florida
$18.7M -$463K -10,000 -3%
Miracle Mile Advisors
872
Miracle Mile Advisors
California
$18.7M +$171K +3,700 +1%
Jones Financial Companies
873
Jones Financial Companies
Missouri
$18.7M +$1.87M +40,290 +12%
Sigma Planning Corp
874
Sigma Planning Corp
Michigan
$18.7M -$12.8M -276,680 -42%
LSPW
875
Lake Street Private Wealth
Illinois
$18.7M +$948K +20,460 +6%