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Name Holding Trade Value Shares
Change
Change in
Stake
EP
1051
Edgestream Partners
New Jersey
$1.37M +$453K +2,070 +57%
LWM
1052
Loveless Wealth Management
Montana
$1.37M +$127K +578 +11%
PCM
1053
Parsons Capital Management
Rhode Island
$1.37M +$4.38K +20 +0.4%
BAM
1054
Berkshire Asset Management
Pennsylvania
$1.37M +$256K +1,168 +26%
CC
1055
Courier Capital
New York
$1.36M
MG
1056
Mather Group
Illinois
$1.36M +$1.23M +5,615 New
LSA
1057
Leonteq Securities AG
Switzerland
$1.36M +$1.09M +5,000 +818%
GKWIM
1058
Gerber Kawasaki Wealth & Investment Management
California
$1.35M +$84.9K +388 +7%
CA
1059
Calton & Associates
Florida
$1.35M -$5.91K -27 -0.5%
PWM
1060
Palumbo Wealth Management
New York
$1.32M +$2.41K +11 +0.2%
NWA
1061
New World Advisors
Massachusetts
$1.32M +$1.2M +5,482 New
AC
1062
Applied Capital
Arkansas
$1.31M
NFG
1063
Norris Financial Group
South Carolina
$1.31M +$24.5K +112 +2%
DTC
1064
Davidson Trust Company
Washington
$1.31M -$4.38K -20 -0.4%
AA
1065
Argent Advisors
Louisiana
$1.3M +$446K +2,036 +61%
Qube Research & Technologies (QRT)
1066
Qube Research & Technologies (QRT)
United Kingdom
$1.3M -$2.44M -11,128 -67%
DPIM
1067
Duff & Phelps Investment Management
Illinois
$1.29M -$98.5K -450 -8%
S
1068
SimplyRich
California
$1.29M
FM
1069
Family Management
New York
$1.29M
CFA
1070
Carroll Financial Associates
North Carolina
$1.28M +$94.3K +431 +9%
JWS
1071
Juncture Wealth Strategies
Arizona
$1.28M +$29.1K +133 +3%
MMPW
1072
Mitchell McLeod Pugh & Williams
Alabama
$1.28M +$11.8K +54 +1%
PMA
1073
Prudent Man Advisors
Illinois
$1.27M -$269K -1,228 -19%
CGL
1074
Clarius Group LLC
Washington
$1.27M +$1.15M +5,242 New
WP
1075
WMS Partners
Maryland
$1.26M