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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1476
Segment Wealth Management
Texas
$26.5M -$38.5K -221 -0.2%
CCM
1477
Conway Capital Management
California
$26.5M -$305K -1,750 -1%
PCM
1478
Parsons Capital Management
Rhode Island
$26.4M +$362K +2,079 +1%
SPC
1479
Spirepoint Private Client
Florida
$26.4M +$502K +2,878 +2%
KA
1480
Kozak & Associates
Colorado
$26.3M -$2.86M -16,408 -10%
BFO
1481
Boston Family Office
Massachusetts
$26.3M +$2.39M +13,738 +11%
DWA
1482
Douglass Winthrop Advisors
New York
$26.2M +$1.43M +8,176 +6%
SM
1483
STF Management
Texas
$26.2M -$859K -4,929 -3%
AWM
1484
Angeles Wealth Management
California
$26.2M +$4.48M +25,705 +22%
PFS
1485
Physicians Financial Services
North Carolina
$26.1M -$811K -4,651 -3%
BIP
1486
Blueprint Investment Partners
North Carolina
$26.1M -$4.01M -23,016 -14%
RWA
1487
Redhawk Wealth Advisors
Minnesota
$26.1M +$121K +693 +0.5%
BC
1488
Blackhill Capital
New Jersey
$26M
KC
1489
Kepler Cheuvreux
$26M +$24.3M +139,544 New
GIC
1490
Generali Investments CEE
Czech Republic
$26M -$2.7M -15,489 -10%
EAM
1491
EFG Asset Management
Oregon
$25.9M -$1.22M -6,981 -5%
CGPCS
1492
Capital Group Private Client Services
California
$25.9M -$5.43M -31,129 -18%
PWA
1493
Prairie Wealth Advisors
Nebraska
$25.9M -$555K -3,184 -2%
HH
1494
HWG Holdings
Texas
$25.8M +$4.48M +25,713 +23%
KCPT
1495
Kingstone Capital Partners Texas
Texas
$25.8M +$816K +4,679 +4%
SIC
1496
SFE Investment Counsel
California
$25.8M -$747K -4,286 -3%
CFP
1497
Catalyst Financial Partners
Massachusetts
$25.8M +$2.31M +13,266 +11%
Koshinski Asset Management
1498
Koshinski Asset Management
Illinois
$25.7M +$462K +2,652 +2%
MHC
1499
Meyer Handelman Company
New York
$25.7M -$141K -809 -0.6%
SHFA
1500
SS&H Financial Advisors
Michigan
$25.6M -$641K -3,675 -3%