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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
726
Level Four Advisory Services
Texas
$1.62M +$180K +2,494 +13%
UR
727
USCA RIA
Texas
$1.6M +$442K +6,115 +39%
AIM
728
Aspen Investment Management
Michigan
$1.59M +$7.23K +100 +0.5%
CCP
729
Corient Capital Partners
California
$1.59M +$56.9K +787 +4%
PCM
730
Poehling Capital Management
Wisconsin
$1.59M +$1.56M +21,540 New
MC
731
Maverick Capital
Texas
$1.58M -$10.5M -145,830 -87%
FEG
732
Fund Evaluation Group
Ohio
$1.57M +$1.54M +21,300 New
FHA
733
Flagship Harbor Advisors
Massachusetts
$1.57M +$304K +4,211 +27%
VF
734
Virtu Financial
New York
$1.55M +$1.52M +21,064 New
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$1.55M +$20.3K +281 +1%
CB
736
Chemical Bank
Michigan
$1.53M -$56K -775 -4%
HTHT
737
Hemenway Trust Hemenway Trust
New Hampshire
$1.51M +$1.48M +20,515 New
GWCM
738
Godshalk Welsh Capital Management
Pennsylvania
$1.51M -$150K -2,075 -9%
CAAS
739
Capital Asset Advisory Services
Michigan
$1.5M -$46.6K -645 -3%
BAM
740
Belpointe Asset Management
Nevada
$1.5M +$22K +304 +2%
SAM
741
Seelaus Asset Management
New Jersey
$1.49M +$1.46M +20,245 New
CAL
742
Capital Analysts LLC
Pennsylvania
$1.48M +$10.8K +150 +0.8%
CA
743
Cornerstone Advisors
North Carolina
$1.47M -$1.01M -14,000 -41%
SCM
744
SOL Capital Management
Maryland
$1.47M -$222K -3,075 -13%
Tudor Investment Corp
745
Tudor Investment Corp
Connecticut
$1.46M -$18.1M -250,333 -93%
S
746
SimplyRich
California
$1.46M +$1.43M +19,820 New
ZCA
747
Zeke Capital Advisors
Pennsylvania
$1.46M -$43.4K -600 -3%
CM
748
Crestline Management
Texas
$1.45M -$1.18M -16,343 -45%
PRS
749
Pinkerton Retirement Specialists
Idaho
$1.42M +$60.5K +837 +5%
TVWM
750
Tower View Wealth Management
Wisconsin
$1.42M +$1.39M +19,230 New