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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1851
Haverford Financial Services
Pennsylvania
$17.2M +$3.62M +19,727 +25%
RIA
1852
Realta Investment Advisors
Delaware
$17.2M -$789K -4,302 -4%
EFG
1853
Embree Financial Group
Illinois
$17.2M +$456K +2,487 +3%
SG
1854
Sherry Group
Arkansas
$17.2M
LP
1855
Longaeva Partners
Illinois
$17.1M +$18M +98,128 New
DWM
1856
Drive Wealth Management
Utah
$17.1M +$500K +2,723 +3%
AIA
1857
AssuredPartners Investment Advisors
Florida
$17.1M +$4.81M +26,241 +38%
MCM
1858
Manchester Capital Management
Vermont
$17.1M -$88.8K -484 -0.5%
VI
1859
VectorGlobal IAG
Florida
$17.1M +$17.9M +97,786 New
FVWA
1860
Foster Victor Wealth Advisors
South Carolina
$17M +$9.04M +49,293 +133%
TC
1861
TownSquare Capital
Utah
$17M +$80.5K +439 +0.5%
Blackstone Inc
1862
Blackstone Inc
New York
$16.9M +$8.33M +45,422 +88%
VCA
1863
Verdence Capital Advisors
Maryland
$16.8M +$1.01M +5,489 +6%
PCM
1864
Prelude Capital Management
New York
$16.8M -$5.55M -30,253 -24%
CAMV
1865
Concord Asset Management (Virginia)
Virginia
$16.7M +$353K +1,925 +2%
VCM
1866
Versant Capital Management
Arizona
$16.7M +$3.66M +19,973 +26%
SFP
1867
Shepherd Financial Partners
Massachusetts
$16.7M -$360K -1,963 -2%
CCG
1868
Ceeto Capital Group
Florida
$16.6M -$1.1M -6,000 -6%
ST
1869
Smithfield Trust
Pennsylvania
$16.6M +$812K +4,428 +5%
FCM
1870
Fourier Capital Management
$16.6M +$12.5M +67,956 +250%
AA
1871
Alta Advisers
United Kingdom
$16.6M
RIG
1872
Renaissance Investment Group
Massachusetts
$16.6M -$169K -920 -1%
VWM
1873
VCI Wealth Management
Missouri
$16.6M -$537K -2,928 -3%
LCG
1874
Luxor Capital Group
New York
$16.5M +$17.4M +94,890 New
KF
1875
KKM Financial
Illinois
$16.5M