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Name Holding Trade Value Shares
Change
Change in
Stake
KCP
901
Kera Capital Partners
California
$85.9M +$6.46M +31,405 +8%
PIA
902
Petredis Investment Advisors
Pennsylvania
$85.8M -$52.4K -255 -0.1%
UAS
903
United Asset Strategies
New York
$84.8M +$6.43M +31,268 +8%
GIA
904
Gladstone Institutional Advisory
Florida
$84.7M +$1.54M +7,498 +2%
HCPC
905
Hamilton Capital Partners (Canada)
$84.5M +$255K +1,242 +0.3%
RWP
906
RWA Wealth Partners
Massachusetts
$84.2M +$8.87M +43,145 +11%
SNB
907
Security National Bank
Nebraska
$83.7M -$1.23M -5,968 -1%
OWP
908
Obermeyer Wealth Partners
Colorado
$83.6M -$1.28M -6,214 -1%
IGGA
909
Iron Gate Global Advisors
Utah
$83.1M +$569K +2,767 +0.7%
SFS
910
Sowell Financial Services
Arkansas
$82.7M +$2.26M +10,981 +3%
PFA
911
Perryman Financial Advisory
Texas
$82.6M -$27.6K -134 -0%
PIM
912
Penobscot Investment Management
Massachusetts
$82.6M -$258K -1,255 -0.3%
JMFC
913
J.M. Forbes & Co
Massachusetts
$82.5M -$536K -2,608 -0.6%
IHL
914
Investment House LLC
California
$82.5M -$3.7M -17,995 -4%
GCM
915
Graham Capital Management
Connecticut
$82.4M +$24.2M +117,809 +40%
SAM
916
Sycomore Asset Management
France
$81.7M – – –
BC
917
Burney Company
Virginia
$81.7M +$12.6M +61,078 +18%
AG
918
Ascent Group
Virginia
$81.3M +$3.96M +19,264 +5%
LSA
919
Leonteq Securities AG
Switzerland
$81.1M +$12.9M +62,723 +18%
DF
920
DNCA Finance
France
$81.1M -$9.66M -47,003 -10%
MA
921
Mutual Advisors
Nebraska
$80.7M +$12M +58,348 +17%
HCM
922
Harvey Capital Management
Florida
$80.4M -$33.7K -164 -0%
WWM
923
Western Wealth Management
Colorado
$80.2M +$505K +2,456 +0.6%
EC
924
Elequin Capital
New York
$80M -$2.64M -12,824 -3%
MIP
925
Ma Investment Partnership
California
$80M +$41.1M +200,000 +100%