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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1301
WMS Partners
Maryland
$1.38M -$163K -5,394 -10%
JWA
1302
JFS Wealth Advisors
Pennsylvania
$1.38M -$11.5K -381 -0.8%
WWM
1303
Western Wealth Management
Colorado
$1.37M -$214K -7,074 -13%
SWM
1304
Silverlake Wealth Management
Vermont
$1.37M -$48.5K -1,604 -3%
KCPG
1305
Kavar Capital Partners Group
Kansas
$1.37M +$609K +20,158 +73%
RS
1306
Rakuten Securities
Japan
$1.37M +$1.44M +47,586 New
NHT
1307
New Hampshire Trust
New Hampshire
$1.37M -$146K -4,840 -9%
LCG
1308
Lynx Capital Group
Ohio
$1.36M +$1.43M +47,336 New
WPP
1309
Whalerock Point Partners
Rhode Island
$1.36M -$27.4K -908 -2%
PAM
1310
Palisade Asset Management
Minnesota
$1.36M -$124K -4,095 -8%
KOC
1311
Koss-Olinger Consulting
Florida
$1.36M +$1.03M +34,074 +259%
MCA
1312
Millennium Capital Advisors
Arkansas
$1.36M -$24.8K -822 -2%
BCM
1313
Bourgeon Capital Management
Connecticut
$1.36M -$225K -7,449 -14%
AG
1314
AlTi Global
New York
$1.35M +$1.42M +46,950 New
PP
1315
Pegasus Partners
Wisconsin
$1.34M -$181K -5,999 -11%
RSWM
1316
Robertson Stephens Wealth Management
California
$1.34M -$219K -7,240 -13%
PCG
1317
Prosperity Consulting Group
Maryland
$1.34M -$64.6K -2,137 -4%
BIM
1318
Bridges Investment Management
Nebraska
$1.34M -$106K -3,500 -7%
WC
1319
Waterloo Capital
Texas
$1.33M +$1.4M +46,348 New
NEPPG
1320
New England Professional Planning Group
Rhode Island
$1.33M -$183K -6,057 -12%
AWM
1321
Aviso Wealth Management
Washington
$1.33M +$1.4M +46,160 New
B
1322
Bellecapital
Switzerland
$1.33M +$408K +13,491 +41%
PPWP
1323
Premier Path Wealth Partners
New Jersey
$1.33M +$1.38M +45,745 New
Aristotle Capital Management
1324
Aristotle Capital Management
California
$1.33M -$69.8K -2,309 -5%
GIM
1325
Gold Investment Management
Alberta, Canada
$1.33M +$1.39M +46,070 New