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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
701
Confluence Wealth Services
Pennsylvania
$1.74M
TAM
702
Titleist Asset Management
Texas
$1.72M -$33.6K -248 -2%
TC
703
Truvestments Capital
Florida
$1.72M -$74.8K -552 -5%
SLI
704
Sumitomo Life Insurance
Japan
$1.71M -$56.7K -418 -4%
FPW
705
Fairvoy Private Wealth
Alabama
$1.7M +$12.3K +91 +0.8%
AC
706
Avestar Capital
New York
$1.7M +$295K +2,175 +23%
EAM
707
Eventide Asset Management
Massachusetts
$1.7M -$40.5K -299 -3%
GP
708
Guardian Partners
Canada
$1.69M -$377K -2,784 -20%
William Blair Investment Management
709
William Blair Investment Management
Illinois
$1.69M -$1.63K -12 -0.1%
NFSG
710
Newbridge Financial Services Group
Florida
$1.68M -$708K -5,222 -32%
KIG
711
Kennedy Investment Group
New Jersey
$1.67M -$538K -3,969 -26%
LFA
712
Legacy Financial Advisors
Kentucky
$1.66M +$54.4K +401 +4%
RC
713
Roundview Capital
New Jersey
$1.66M
PCM
714
Penserra Capital Management
California
$1.66M -$84.2K -621 -5%
OWCM
715
One Wealth Capital Management
Arizona
$1.66M -$200K -1,475 -12%
IAIM
716
International Assets Investment Management
Florida
$1.65M
DG
717
DMC Group
Alabama
$1.64M +$111K +821 +8%
NMC
718
Nine Masts Capital
Hong Kong
$1.63M +$1.49M +11,000 New
QWM
719
Quadcap Wealth Management
Texas
$1.63M -$36.1K -266 -2%
PM
720
Pembroke Management
Quebec, Canada
$1.63M -$410K -3,027 -22%
BIA
721
Baer Investment Advisory
California
$1.62M +$1.48M +10,933 New
BAM
722
BOCHK Asset Management
Hong Kong
$1.62M +$1.48M +10,900 New
PA
723
PFG Advisors
Arizona
$1.6M +$97.6K +720 +7%
KBFS
724
Kohmann Bosshard Financial Services
Ohio
$1.59M +$1.45M +10,714 New
BAM
725
Belpointe Asset Management
Nevada
$1.58M +$1.18M +8,722 +450%