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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
2251
Aureus Asset Management
Massachusetts
$695K +$650K +13,555 New
SWMP
2252
Signature Wealth Management Partners
New Jersey
$695K
MAM
2253
McLean Asset Management
Virginia
$695K -$1.58K -33 -0.2%
SAM
2254
SignalPoint Asset Management
Missouri
$692K -$25.3K -528 -4%
GCM
2255
Gibraltar Capital Management
Oklahoma
$691K +$103K +2,154 +19%
AWG
2256
Altus Wealth Group
Colorado
$691K -$4.75K -99 -0.7%
SAM
2257
Sompo Asset Management
Japan
$687K -$78.1K -1,630 -11%
LPAM
2258
Lodestar Private Asset Management
California
$684K +$640K +13,359 New
TFM
2259
TFC Financial Management
Massachusetts
$684K -$1.34K -28 -0.2%
EFG
2260
Everhart Financial Group
Ohio
$684K +$200K +4,179 +45%
AFT
2261
Alpha Family Trust
California
$684K +$640K +13,350 New
DPI
2262
Diversified Portfolios Inc
Michigan
$683K +$288 +6 +0%
GIA
2263
GHP Investment Advisors
Colorado
$683K +$14.7K +307 +2%
WH
2264
Willner & Heller
California
$683K +$10.5K +219 +2%
MJP
2265
Michael J. Puzo
$683K -$1.2K -25 -0.2%
CFP
2266
Catalyst Financial Partners
Massachusetts
$682K +$638K +13,315 New
PD
2267
Planning Directions
Pennsylvania
$682K +$4.08K +85 +0.6%
PCM
2268
Penserra Capital Management
California
$680K +$638K +13,300 New
TA
2269
Tiedemann Advisors
New York
$680K +$14.9K +311 +2%
KA
2270
Klingman & Associates
New York
$680K +$34.5K +720 +6%
MPCG
2271
Matrix Private Capital Group
New York
$679K -$5.9K -123 -0.9%
OFW
2272
Omnia Family Wealth
Florida
$678K -$43.7K -912 -6%
SFG
2273
Sunburst Financial Group
Alabama
$676K +$1.25K +26 +0.2%
DIM
2274
Delta Investment Management
California
$674K +$73.6K +1,536 +13%
MAG
2275
Mayfair Advisory Group
Alabama
$672K +$10.5K +218 +2%