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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1001
Convergence Investment Partners
Florida
$1.73M +$1.1M +135,840 +291%
EWP
1002
Engrave Wealth Partners
Texas
$1.73M +$1.41M +174,560 +2,171%
RIA
1003
Realta Investment Advisors
Delaware
$1.72M -$903K -111,640 -38%
PWM
1004
PRW Wealth Management
Massachusetts
$1.71M +$353K +43,600 +32%
CFGS
1005
Concourse Financial Group Securities
Alabama
$1.71M -$63.1K -7,800 -4%
GIA
1006
Gladstone Institutional Advisory
Florida
$1.7M +$291K +35,960 +25%
VR
1007
Viridian RIA
Washington
$1.7M +$1.45M +179,040 New
DAM
1008
Doheny Asset Management
California
$1.69M -$250K -30,960 -15%
RA
1009
Rational Advisors
New York
$1.69M +$113K +13,920 +8%
SCP
1010
Syntal Capital Partners
Texas
$1.69M -$38.8K -4,800 -3%
PFGIA
1011
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M +$313K +38,720 +28%
CCFCSB
1012
Cape Cod Five Cents Savings Bank
Massachusetts
$1.67M +$1.43M +176,200 New
CCG
1013
Ceeto Capital Group
Florida
$1.67M +$64.7K +8,000 +5%
CAN
1014
Claraphi Advisory Network
United States
$1.67M +$24.6K +3,040 +2%
RWM
1015
Ritholtz Wealth Management
New York
$1.67M -$33.7K -4,160 -2%
NC
1016
Northcape Capital
Australia
$1.67M +$1.42M +175,400 New
IIM
1017
Ipswich Investment Management
Massachusetts
$1.66M -$17.8K -2,200 -1%
First Manhattan
1018
First Manhattan
New York
$1.66M -$402K -49,680 -22%
OIA
1019
Optimum Investment Advisors
Illinois
$1.65M +$234K +28,880 +20%
EI
1020
Ethic Inc
New York
$1.64M +$294K +36,360 +27%
AFA
1021
Abacus FCF Advisors
Florida
$1.64M -$887K -109,600 -39%
AIM
1022
Axiom Investment Management
New York
$1.64M +$981K +121,200 +235%
OAM
1023
Ostrum Asset Management
France
$1.63M +$194K +24,000 +16%
QPWM
1024
Quadrant Private Wealth Management
Pennsylvania
$1.62M +$379K +46,840 +38%
AAA
1025
Adams Asset Advisors
Texas
$1.62M +$1.38M +171,000 New