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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1001
Claret Asset Management
Quebec, Canada
$670K -$1.37M -10,095 -69%
QCM
1002
QRG Capital Management
Illinois
$668K +$31.7K +234 +5%
MMA
1003
Miracle Mile Advisors
California
$665K +$52.7K +389 +10%
ICP
1004
Impact Capital Partners
Colorado
$664K -$6.37K -47 -1%
FA
1005
Fountainhead AM
New Jersey
$663K -$19.8K -146 -3%
RIA
1006
Realta Investment Advisors
Delaware
$660K -$19.5K -144 -3%
GDP
1007
Great Diamond Partners
Maine
$657K -$17.9K -132 -3%
FTWA
1008
Fifth Third Wealth Advisors
Ohio
$657K +$23.6K +174 +4%
CT
1009
Chicago Trust
Illinois
$654K +$597K +4,400 New
FWP
1010
FAS Wealth Partners
Kansas
$652K -$142K -1,045 -19%
GWM
1011
Geneos Wealth Management
Colorado
$644K -$173K -1,275 -23%
SAI
1012
Savvy Advisors Inc
New York
$643K +$227K +1,671 +63%
AGA
1013
Arkos Global Advisors
Texas
$641K +$585K +4,314 New
BCM
1014
Bayesian Capital Management
New York
$639K -$3.28M -24,200 -85%
MFIM
1015
Mesirow Financial Investment Management
Illinois
$637K +$581K +4,287 New
WAP
1016
Wealthcare Advisory Partners
Pennsylvania
$637K -$95.7K -706 -14%
WG
1017
Warner Group
Connecticut
$635K +$580K +4,276 New
CI
1018
Ceera Investments
Texas
$635K
CAAS
1019
Capital Asset Advisory Services
Michigan
$633K -$37.1K -274 -6%
MGWM
1020
Marks Group Wealth Management
Minnesota
$633K -$225K -1,658 -28%
Chevy Chase Trust
1021
Chevy Chase Trust
Maryland
$629K +$63.7K +470 +12%
WEG
1022
World Equity Group
Illinois
$625K +$68.6K +506 +14%
EL
1023
Essex LLC
Illinois
$621K -$40.1K -296 -7%
WTB
1024
Washington Trust Bank
Washington
$621K -$1.21M -8,915 -68%
APW
1025
Axim Planning & Wealth
Ohio
$619K +$565K +4,165 New