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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
651
Integrated Wealth Concepts
Massachusetts
$2.04M -$168K -1,375 -9%
SAM
652
Sawgrass Asset Management
Florida
$2.04M -$75.3K -617 -4%
OPTFSNA
653
Old Point Trust & Financial Services N A
Virginia
$2.03M -$13.6K -111 -0.8%
MC
654
Middleton & Co
Massachusetts
$2.02M -$24K -197 -1%
DWMS
655
Dominguez Wealth Management Solutions
Virginia
$2.02M -$125K -1,028 -7%
SNBOSD
656
Security National Bank of So Dak
Iowa
$2.01M +$43.6K +357 +3%
PK
657
Pflug Koory
Nebraska
$2M +$488 +4 +0%
WANY
658
Wealthspire Advisors (New York)
New York
$2M +$72K +590 +4%
MCM
659
Monarch Capital Management
Indiana
$2M +$95.7K +784 +6%
AF
660
Ally Financial
Michigan
$1.99M +$488K +4,000 +40%
CI Investments Inc
661
CI Investments Inc
Ontario, Canada
$1.99M +$363K +2,976 +27%
IC
662
Inscription Capital
Texas
$1.97M +$29.3K +240 +2%
SPFA
663
Summit Place Financial Advisors
New Jersey
$1.96M +$220K +1,802 +15%
IPW
664
Inlet Private Wealth
Florida
$1.96M -$220K -1,800 -12%
QWM
665
Quadcap Wealth Management
Texas
$1.95M +$1.67M +13,716 New
PFS
666
Physicians Financial Services
North Carolina
$1.95M -$68K -557 -4%
TWM
667
Tradition Wealth Management
Minnesota
$1.95M +$208K +1,703 +14%
AWA
668
Arkadios Wealth Advisors
Georgia
$1.94M -$840K -6,885 -34%
MC
669
Maverick Capital
Texas
$1.93M +$1.66M +13,571 New
Luther King Capital Management (LKCM)
670
Luther King Capital Management (LKCM)
Texas
$1.92M -$481K -3,944 -23%
NF
671
NavPoint Financial
Minnesota
$1.92M +$1.64M +13,462 New
HKIM
672
Hayek Kallen Investment Management
Alabama
$1.92M -$74.3K -609 -4%
NRS
673
Neville Rodie & Shaw
New York
$1.91M
CCM
674
Coldstream Capital Management
Washington
$1.91M -$2.86M -23,425 -64%
AEPWM
675
Atlantic Edge Private Wealth Management
Florida
$1.91M +$1.64M +13,424 New