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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1226
Milestone Asset Management
Pennsylvania
$1.51M +$904K +32,827 +155%
NLP
1227
Next Level Private
New York
$1.51M +$7.3K +265 +0.5%
GIM
1228
Gold Investment Management
Alberta, Canada
$1.5M +$3.3K +120 +0.2%
CG
1229
Corundum Group
Colorado
$1.5M +$350K +12,725 +31%
PWLP
1230
Prio Wealth Limited Partnership
Massachusetts
$1.5M -$436K -15,853 -23%
TNA
1231
True North Advisors
Texas
$1.49M +$14K +510 +1%
SRC
1232
Shufro Rose & Co
New York
$1.49M -$252K -9,141 -15%
CRC
1233
Curi RMB Capital
Illinois
$1.49M +$53K +1,926 +4%
BC
1234
Blackhill Capital
New Jersey
$1.49M
GWM
1235
Geneos Wealth Management
Colorado
$1.49M -$3.09M -112,145 -68%
AA
1236
Apriem Advisors
California
$1.49M +$13.2K +479 +0.9%
NW
1237
Naviter Wealth
Arkansas
$1.48M +$385K +13,988 +36%
IIA
1238
Integral Investment Advisors
California
$1.48M +$385K +13,992 +36%
OWG
1239
Oxford Wealth Group
Florida
$1.48M -$159K -5,764 -10%
PWG
1240
Portside Wealth Group
Utah
$1.48M -$76.4K -2,774 -5%
SC
1241
Syon Capital
California
$1.47M +$21.3K +772 +1%
SLG
1242
Stanley-Laman Group
Pennsylvania
$1.47M +$55.1K +2,000 +4%
SWM
1243
Sculati Wealth Management
Michigan
$1.47M -$43.9K -1,596 -3%
SB
1244
Strategic Blueprint
Georgia
$1.47M +$47.2K +1,715 +3%
CHJWM
1245
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.47M -$15.4K -561 -1%
JWM
1246
JGP Wealth Management
Oregon
$1.46M -$29.7K -1,080 -2%
GLA
1247
Good Life Advisors
Pennsylvania
$1.46M +$289K +10,514 +25%
OKSA
1248
O'Keefe Stevens Advisory
New York
$1.46M +$736K +26,724 +104%
SLI
1249
Sumitomo Life Insurance
Japan
$1.46M -$186K -6,742 -11%
NPA
1250
Nichols & Pratt Advisers
Massachusetts
$1.46M -$40.8K -1,483 -3%