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Name Holding Trade Value Shares
Change
Change in
Stake
PF
1026
Phoenix Financial
Israel
$4.38M +$4.43M +213,370 New
WMP
1027
Wealth Management Partners
Arizona
$4.38M -$268K -12,920 -6%
WG
1028
Welch Group
Alabama
$4.38M +$317K +15,270 +8%
NC
1029
Northcape Capital
Australia
$4.38M -$1.21M -58,280 -22%
VWA
1030
V Wealth Advisors
Kansas
$4.37M -$53.4K -2,570 -1%
LOAMS
1031
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.36M +$518K +24,970 +12%
First Manhattan
1032
First Manhattan
New York
$4.35M -$104K -5,000 -2%
PP
1033
Professional Planning
California
$4.35M -$157K -7,560 -3%
TBA
1034
Tower Bridge Advisors
Pennsylvania
$4.33M -$13M -627,240 -75%
DWM
1035
Destination Wealth Management
California
$4.33M +$14.3K +690 +0.3%
TLP
1036
Trinity Legacy Partners
Texas
$4.33M +$18.5K +890 +0.4%
FNWM
1037
Financial Network Wealth Management
Utah
$4.32M -$263K -12,670 -6%
TNAM
1038
Terra Nova Asset Management
New York
$4.31M +$129K +6,200 +3%
EBT
1039
Enterprise Bank & Trust
Massachusetts
$4.29M -$128K -6,160 -3%
PPW
1040
Parcion Private Wealth
Washington
$4.28M -$26K -1,250 -0.6%
HCM
1041
HMS Capital Management
Tennessee
$4.27M -$362K -17,440 -8%
BIM
1042
Baldwin Investment Management
Pennsylvania
$4.27M -$88.3K -4,250 -2%
SS
1043
Sunbelt Securities
Texas
$4.27M -$3.66M -176,190 -75%
HCCM
1044
Hudson Canyon Capital Management
New York
$4.23M -$160K -7,720 -4%
SMH
1045
Sanders Morris Harris
Texas
$4.22M
AIC
1046
Argus Investors Counsel
New York
$4.22M -$2.89M -138,960 -41%
FA
1047
Financial Avengers
California
$4.19M +$191K +9,210 +5%
OAC
1048
OMERS Administration Corp
Ontario, Canada
$4.18M -$1.14M -55,140 -21%
MSFS
1049
Main Street Financial Solutions
Pennsylvania
$4.14M +$478K +23,030 +13%
AWA
1050
Artemis Wealth Advisors
New York
$4.14M