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Name Holding Trade Value Shares
Change
Change in
Stake
FCT
626
Family Capital Trust
Massachusetts
$3.84M +$45.2K +588 +1%
RMDI
627
R.M. Davis Inc
Maine
$3.83M -$124K -1,611 -3%
NA
628
NewEdge Advisors
Louisiana
$3.83M -$430K -5,596 -10%
SFO
629
Stokes Family Office
Louisiana
$3.82M -$105K -1,367 -3%
IWP
630
Icon Wealth Partners
Texas
$3.81M -$221K -2,880 -5%
PWS
631
Peloton Wealth Strategists
Indiana
$3.81M -$231K -3,007 -6%
Fisher Asset Management
632
Fisher Asset Management
Washington
$3.78M -$2.89M -37,665 -43%
NMIMC
633
Northwestern Mutual Investment Management Company
Wisconsin
$3.78M +$23.6K +307 +0.6%
Lido Advisors
634
Lido Advisors
California
$3.77M -$7.07K -92 -0.2%
SAM
635
Silvercrest Asset Management
New York
$3.77M -$1.15M -15,013 -23%
O
636
Ossiam
France
$3.76M +$1.4M +18,182 +59%
SAM
637
Sabadell Asset Management
Spain
$3.76M
IFAM
638
Institutional & Family Asset Management
Colorado
$3.75M +$241K +3,132 +7%
ASN
639
Advisory Services Network
Georgia
$3.74M -$926K -12,061 -20%
GU
640
Georgetown University
District of Columbia
$3.74M +$24K +313 +0.6%
BRA
641
Bender Robert & Associates
California
$3.73M -$207K -2,692 -5%
BWM
642
BerganKDV Wealth Management
Minnesota
$3.72M +$3.18M +41,400 +567%
TCM
643
Telos Capital Management
California
$3.7M +$55.8K +727 +2%
PFO
644
Pathstone Family Office
New Jersey
$3.7M +$502K +6,530 +16%
VIA
645
Vident Investment Advisory
Georgia
$3.69M +$2.49M +32,401 +203%
VVP
646
Venture Visionary Partners
Ohio
$3.68M +$268K +3,494 +8%
BCV
647
Banque Cantonale Vaudoise
Switzerland
$3.68M -$203K -2,637 -5%
AWS
648
Atria Wealth Solutions
New York
$3.67M -$2.75M -35,813 -43%
TI
649
Tidal Investments
Wisconsin
$3.66M +$490K +6,383 +15%
HWA
650
HCR Wealth Advisors
California
$3.66M -$506K -6,585 -12%