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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1051
Forvis Mazars Wealth Advisors
Missouri
$44.1M -$914K -7,263 -3%
TSMHT
1052
Thurston Springer Miller Herd & Titak
Indiana
$44M +$4.82M +38,271 +16%
DWM
1053
Diversify Wealth Management
Utah
$43.9M +$2.17M +17,214 +8%
FRA
1054
Front Row Advisors
California
$43.9M -$809K -6,428 -2%
SAM
1055
Synergy Asset Management
Washington
$43.7M -$2.25M -17,861 -6%
GFA
1056
Gifford Fong Associates
California
$43.6M -$3.15M -25,000 -8%
NL
1057
NWAM LLC
Washington
$43.6M -$913K -7,252 -3%
IPW
1058
Invictus Private Wealth
Colorado
$43.6M +$2.09M +16,586 +6%
PWM
1059
Purus Wealth Management
California
$43.5M +$49.6K +394 +0.1%
MIC
1060
Means Investment Company
Maine
$43.4M +$635K +5,044 +2%
CWP
1061
Cyndeo Wealth Partners
Florida
$43.3M +$2.09M +16,584 +6%
CI
1062
CX Institutional
Indiana
$43.2M +$3.53M +28,029 +11%
PCP
1063
Proficio Capital Partners
Massachusetts
$43.2M +$1.61M +12,828 +5%
PIM
1064
Parker Investment Management
California
$43.2M -$845K -6,711 -2%
TF
1065
Tompkins Financial
New York
$43.2M -$1.61M -12,770 -4%
MAM
1066
Melqart Asset Management
United Kingdom
$43.2M -$3.84M -30,492 -10%
LPT
1067
Legacy Private Trust
Wisconsin
$43M -$920K -7,307 -3%
SW
1068
SlateStone Wealth
Florida
$42.8M +$46.7K +371 +0.1%
NFSG
1069
Newbridge Financial Services Group
Florida
$42.8M +$1.48M +11,794 +5%
KWA
1070
Kingswood Wealth Advisors
California
$42.8M -$2.7M -21,478 -7%
APC
1071
Alta Park Capital
California
$42.8M +$9.66M +76,774 +40%
GAB
1072
German American Bancorp
Indiana
$42.7M +$794K +6,306 +2%
SC
1073
Syon Capital
California
$42.6M +$4.02M +31,973 +13%
BIG
1074
Brookwood Investment Group
Arizona
$42.5M -$510K -4,055 -1%
AIP
1075
ARS Investment Partners
New York
$42.5M -$5.95M -47,246 -15%