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Name Holding Trade Value Shares
Change
Change in
Stake
JCFM
1176
JBR Co Financial Management
Oklahoma
$24M +$377K +3,724 +2%
FFA
1177
First Foundation Advisors
California
$24M +$672K +6,650 +4%
Avior Wealth Management
1178
Avior Wealth Management
Nebraska
$24M -$7.85M -77,673 -29%
SIC
1179
Sigma Investment Counselors
Michigan
$23.9M -$3.09M -30,561 -14%
GCM
1180
Gables Capital Management
Florida
$23.8M -$653K -6,455 -3%
OPCM
1181
Osborne Partners Capital Management
California
$23.8M -$2.54M -25,080 -12%
Atomi Financial Group
1182
Atomi Financial Group
New York
$23.8M +$3.61M +35,743 +23%
FNBOMD
1183
First National Bank of Mount Dora
Florida
$23.7M -$4.5M -44,537 -19%
BL
1184
BFSG LLC
California
$23.7M -$172K -1,698 -0.9%
CapitalatWork SA
1185
CapitalatWork SA
$23.5M +$19.3M +190,500 New
GEA
1186
Glen Eagle Advisors
New Jersey
$23.5M +$36K +356 +0.2%
1WA
1187
180 Wealth Advisors
Washington
$23.5M -$1.27M -12,548 -6%
JPWM
1188
Jamison Private Wealth Management
Georgia
$23.5M -$65.3K -646 -0.3%
ACP
1189
Aviance Capital Partners
Florida
$23.5M +$2M +19,750 +12%
RSVP
1190
Ramsay Stattman Vela & Price
Colorado
$23.3M -$1.18M -11,695 -6%
SSA
1191
Sierra Summit Advisors
Nevada
$23.3M -$3.04M -30,039 -14%
MWM
1192
Marietta Wealth Management
Georgia
$23.3M -$2.73M -26,957 -13%
MGM
1193
Manchester Global Management
United Kingdom
$23.3M -$24.5M -242,000 -56%
RP
1194
Rice Partnership
Hawaii
$23.2M +$207K +2,046 +1%
BWM
1195
BNC Wealth Management
Oregon
$23.2M +$906K +8,962 +5%
TCA
1196
Transcend Capital Advisors
New Jersey
$23.2M +$1.7M +16,851 +10%
Venture Visionary Partners
1197
Venture Visionary Partners
Ohio
$23.1M +$1.08M +10,660 +6%
HVIA
1198
Hudson Valley Investment Advisors
New York
$23.1M -$33.9M -335,648 -88%
RIA
1199
Regal Investment Advisors
Michigan
$23.1M +$263K +2,602 +1%
WTA
1200
Washington Trust Advisors
Massachusetts
$23.1M -$3.41M -33,732 -15%