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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1301
Compagnie Lombard Odier SCmA
Switzerland
$1.26M +$28.4K +965 +2%
BOS
1302
Bingham Osborn & Scarborough
California
$1.26M +$482K +16,350 +59%
EAMA
1303
EFG Asset Management (Americas)
Florida
$1.26M -$5.33K -181 -0.4%
WP
1304
WealthSource Partners
California
$1.26M +$79K +2,681 +6%
PFT
1305
Providence First Trust
Arizona
$1.26M +$1.3M +44,106 New
PV
1306
Private Vista
Illinois
$1.26M +$209K +7,092 +19%
SCI
1307
Stableford Capital II
Arizona
$1.25M +$95.6K +3,244 +8%
PGIM
1308
Pacific Global Investment Management
California
$1.25M -$27.6K -935 -2%
WIC
1309
Whitegate Investment Counselors
New Hampshire
$1.24M -$1.95K -66 -0.2%
BHBT
1310
Burke & Herbert Bank & Trust
Virginia
$1.24M +$1.95K +66 +0.2%
TIA
1311
Trust Investment Advisors
Indiana
$1.24M +$12.7K +431 +1%
MGAM
1312
McGowan Group Asset Management
Texas
$1.23M +$2.48K +84 +0.2%
CIM
1313
CIM Investment Management
Pennsylvania
$1.22M -$66.5K -2,255 -5%
PCM
1314
Perkins Capital Management
Minnesota
$1.22M +$87.8K +2,979 +7%
SAM
1315
Sawgrass Asset Management
Florida
$1.22M -$98.1K -3,328 -7%
SWM
1316
Segment Wealth Management
Texas
$1.21M +$102K +3,474 +9%
TPWA
1317
TRUE Private Wealth Advisors
Oregon
$1.21M +$1.68K +57 +0.1%
MWM
1318
Mission Wealth Management
California
$1.21M +$212K +7,181 +20%
RAM
1319
RWC Asset Management
United Kingdom
$1.2M
BOS
1320
Bank of Stockton
California
$1.2M -$112K -3,809 -8%
IIC
1321
Ironwood Investment Counsel
Arizona
$1.2M +$61.9K +2,100 +5%
CC
1322
Cornerstone Capital
California
$1.2M
FWP
1323
FAS Wealth Partners
Kansas
$1.19M +$17.7K +601 +1%
AAS
1324
Annex Advisory Services
Wisconsin
$1.19M +$147K +4,977 +13%
IP
1325
Intellectus Partners
California
$1.19M +$120K +4,057 +11%