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Name Holding Trade Value Shares
Change
Change in
Stake
HAM
1001
Honeycomb Asset Management
New York
$40.3M +$34.5M +250,000 +500%
RWP
1002
RWA Wealth Partners
Massachusetts
$40.2M +$3.81M +27,635 +10%
GAM
1003
Gemmer Asset Management
California
$40.1M -$57.6K -418 -0.1%
HVIA
1004
Hudson Valley Investment Advisors
New York
$40.1M -$3.26M -23,687 -7%
OAM
1005
Occidental Asset Management
California
$40M +$649K +4,712 +2%
JCM
1006
Jag Capital Management
Missouri
$39.8M -$20.6M -149,290 -34%
NSEDCP
1007
NJ State Employees Deferred Compensation Plan
New Jersey
$39.7M
UAS
1008
United Asset Strategies
New York
$39.6M +$773K +5,608 +2%
LPT
1009
Legacy Private Trust
Wisconsin
$39.4M -$1.94M -14,087 -5%
QI
1010
Qtron Investments
Massachusetts
$39.4M -$1.62M -11,773 -4%
BWP
1011
Balboa Wealth Partners
Arizona
$39.4M -$3.48M -25,258 -8%
ATPW
1012
Ashton Thomas Private Wealth
Arizona
$39.3M +$2.05M +14,862 +5%
BBP
1013
Banco BTG Pactual
Brazil
$39.1M +$19M +137,582 +95%
TW
1014
Transform Wealth
Colorado
$39M +$5.53M +40,092 +16%
BCH
1015
Berkshire Capital Holdings
California
$39M -$3.09M -22,400 -7%
FRA
1016
Front Row Advisors
California
$38.9M -$398K -2,885 -1%
DA
1017
Denali Advisors
California
$38.8M -$170K -1,231 -0.4%
SIG
1018
Sky Investment Group
Connecticut
$38.8M -$82.3K -597 -0.2%
CWM
1019
Concentrum Wealth Management
California
$38.8M +$4.23M +30,716 +12%
MPM
1020
Meritage Portfolio Management
Kansas
$38.7M +$7.55M +54,797 +24%
AGAM
1021
Avalon Global Asset Management
California
$38.6M +$10.3M +75,000 +35%
IAS
1022
Insigneo Advisory Services
Florida
$38.6M -$622K -4,513 -2%
CAM
1023
Covenant Asset Management
New Jersey
$38.3M -$2.13M -15,423 -5%
PAMG
1024
Patton Albertson Miller Group
Tennessee
$38.2M -$1.72M -12,497 -4%
B
1025
Bensler
Washington
$38.2M -$945K -6,853 -2%