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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1326
Compagnie Lombard Odier SCmA
Switzerland
$1.42M +$331K +9,726 +27%
TA
1327
Tiedemann Advisors
New York
$1.42M -$445K -13,061 -22%
TIA
1328
Traphagen Investment Advisors
New Jersey
$1.41M +$95.4K +2,801 +7%
HT
1329
HighTower Trust
Texas
$1.41M -$23K -675 -1%
WIC
1330
Whitegate Investment Counselors
New Hampshire
$1.41M -$14.4K -422 -0.9%
DAS
1331
Dynamic Advisor Solutions
Arizona
$1.41M -$3.07K -90 -0.2%
BHIA
1332
Birch Hill Investment Advisors
Massachusetts
$1.41M -$291K -8,536 -16%
SIAP
1333
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.41M +$229K +6,709 +17%
DWM
1334
Dakota Wealth Management
Florida
$1.41M +$583K +17,095 +60%
SCM
1335
Schnieders Capital Management
California
$1.41M -$118K -3,453 -7%
FMTC
1336
Farmers & Merchants Trust Company
California
$1.41M +$24.1K +706 +2%
IFG
1337
Independent Financial Group
California
$1.41M +$1.55M +45,424 New
ECM
1338
EagleClaw Capital Management
Massachusetts
$1.4M +$32.3K +949 +2%
CCC
1339
Chelsea Counsel Company
California
$1.4M -$18K -527 -1%
WCM
1340
Wunderlich Capital Managemnt
Tennessee
$1.4M -$29.1K -853 -2%
CNAM
1341
Campbell Newman Asset Management
Wisconsin
$1.39M
LHC
1342
Little House Capital
Massachusetts
$1.39M -$35.3K -1,035 -2%
MWC
1343
MBM Wealth Consultants
Missouri
$1.39M +$57.9K +1,699 +4%
SSWM
1344
Sheets Smith Wealth Management
North Carolina
$1.39M -$105K -3,087 -6%
SGCA
1345
Steel Grove Capital Advisors
Tennessee
$1.39M +$27.9K +819 +2%
BO
1346
BRR OpCo
Ohio
$1.38M +$62.5K +1,833 +4%
FHA
1347
Flagship Harbor Advisors
Massachusetts
$1.38M -$87K -2,553 -5%
DIA
1348
Dana Investment Advisors
Wisconsin
$1.38M -$579K -16,987 -28%
CWM
1349
Calamos Wealth Management
Illinois
$1.38M -$4.61M -135,155 -75%
JWM
1350
Jackson Wealth Management
Florida
$1.37M -$664K -19,475 -34%