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Name Holding Trade Value Shares
Change
Change in
Stake
BOH
1401
Bank of Hawaii
Hawaii
$33.5M -$1.02M -4,985 -3%
HW
1402
Hamilton Wealth
California
$33.5M -$1.07M -5,223 -3%
PG
1403
Patten Group
Tennessee
$33.5M +$880K +4,279 +3%
IWA
1404
Icon Wealth Advisors
Texas
$33.5M +$1.96M +9,554 +6%
PPWP
1405
Premier Path Wealth Partners
New Jersey
$33.4M +$831K +4,044 +2%
GWM
1406
GDS Wealth Management
Texas
$33.4M +$2.3M +11,188 +7%
CCWM
1407
Cassaday & Co Wealth Management
Virginia
$33.4M +$1.33M +6,470 +4%
FWP
1408
FAS Wealth Partners
Kansas
$33.4M +$1.91M +9,302 +6%
AFS
1409
Aft Forsyth & Sober
Florida
$33.3M
IC
1410
Inscription Capital
Texas
$33.3M +$6.18M +30,062 +22%
HVIA
1411
Hudson Valley Investment Advisors
New York
$33.3M -$4.03M -19,594 -11%
JIC
1412
Joel Isaacson & Co
New York
$33.2M +$371K +1,804 +1%
BF
1413
bLong Financial
Tennessee
$33.2M -$19.9K -97 -0.1%
STP
1414
Science & Technology Partners
New York
$33M +$26.8M +130,570 +381%
CCG
1415
Chatham Capital Group
Georgia
$32.9M -$800K -3,892 -2%
AV
1416
Aspiring Ventures
Ohio
$32.7M +$1.81M +8,805 +6%
CIA
1417
Covington Investment Advisors
Pennsylvania
$32.6M +$702K +3,413 +2%
ZF
1418
Zhang Financial
Michigan
$32.6M +$2.52M +12,240 +8%
HCM
1419
HMI Capital Management
California
$32.6M +$33.5M +162,800 New
FMC
1420
First Merchants Corp
Indiana
$32.6M -$1.42M -6,896 -4%
CFP
1421
Catalyst Financial Partners
Massachusetts
$32.5M +$578K +2,809 +2%
AC
1422
Asio Capital
Kentucky
$32.4M -$909K -4,422 -3%
SFS
1423
Stiles Financial Services
Minnesota
$32.4M +$141K +684 +0.4%
KCPG
1424
Kavar Capital Partners Group
Kansas
$32.3M +$61.7K +300 +0.2%
KCMH
1425
Keywise Capital Management (HK)
Hong Kong
$32.3M -$588K -2,860 -2%