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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2451
Bourgeon Capital Management
Connecticut
$5.98M +$1.09M +7,881 +22%
LC
2452
Longitude (Cayman)
Cayman Islands
$5.98M +$965K +7,000 +19%
TFCP
2453
Twin Focus Capital Partners
Massachusetts
$5.96M +$5.36M +38,870 +702%
DWP
2454
Destiny Wealth Partners
Florida
$5.95M +$4.13M +29,976 +209%
RAM
2455
Revere Asset Management
Texas
$5.95M -$2.94M -21,312 -32%
CWM
2456
Cabot Wealth Management
Massachusetts
$5.95M -$139K -1,007 -2%
CF
2457
Copperwynd Financial
Arizona
$5.94M -$10.6K -77 -0.2%
RFW
2458
Rainier Family Wealth
Washington
$5.92M +$6.07M +44,066 New
MQWP
2459
Morey & Quinn Wealth Partners
Nebraska
$5.92M +$6.07M +44,049 New
CAM
2460
Concorde Asset Management
Michigan
$5.89M -$1.38M -10,029 -19%
LFS
2461
Legacy Financial Strategies
Kansas
$5.89M +$186K +1,351 +3%
BV
2462
Boxwood Ventures
Illinois
$5.89M +$4.39M +31,834 +264%
DIM
2463
Delta Investment Management
California
$5.89M +$651K +4,726 +12%
TBC
2464
Ted Buchan & Co
California
$5.89M -$69.2K -502 -1%
PE
2465
Point72 Europe
United Kingdom
$5.89M -$31.8M -230,657 -84%
NC
2466
Northcape Capital
Australia
$5.87M -$1.37M -9,924 -19%
QFA
2467
Quantum Financial Advisors
California
$5.86M +$1.65M +11,940 +38%
BG
2468
Bahl & Gaynor
Ohio
$5.85M -$176K -1,276 -3%
CF
2469
Claris Financial
Virginia
$5.85M +$6.01M +43,570 New
TRIA
2470
Trail Ridge Investment Advisors
Colorado
$5.85M +$73.9K +536 +1%
MP
2471
McDonald Partners
Ohio
$5.84M -$305K -2,210 -5%
PWA
2472
Physician Wealth Advisors
Utah
$5.84M -$106K -772 -2%
PCTC
2473
Perkins Coie Trust Company
Washington
$5.83M +$1.64M +11,931 +38%
MMEA
2474
Main Management ETF Advisors
California
$5.83M -$538K -3,904 -8%
PFA
2475
Pinnacle Family Advisors
Missouri
$5.83M -$438K -3,175 -7%