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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
576
Jessup Wealth Management
Ohio
$2.99M -$365K -1,724 -10%
AOWM
577
Asset One Wealth Management
Washington
$2.98M +$3.24M +15,301 New
GWMR
578
GC Wealth Management RIA
Massachusetts
$2.96M -$1.71M -8,061 -36%
PDL
579
Portfolio Design Labs
California
$2.95M -$550K -2,595 -15%
CCM
580
Coldstream Capital Management
Washington
$2.93M -$233K -1,100 -7%
JSAM
581
J. Safra Asset Management
New York
$2.92M +$1.44M +6,784 +89%
SC
582
Savant Capital
Illinois
$2.89M +$14K +66 +0.5%
EDRH
583
Edmond de Rothschild Holding
Switzerland
$2.86M +$332K +1,565 +12%
FBFS
584
First Business Financial Services
Wisconsin
$2.86M +$89.5K +422 +3%
FMB
585
Field & Main Bank
Kentucky
$2.85M +$45.6K +215 +2%
Bessemer Group
586
Bessemer Group
New Jersey
$2.85M +$159K +751 +6%
IBOK
587
Independence Bank of Kentucky
Kentucky
$2.85M +$353K +1,665 +13%
GS
588
GTS Securities
Florida
$2.82M -$3.03M -14,308 -51%
PT
589
Plimoth Trust
Massachusetts
$2.81M +$814K +3,839 +38%
GCP
590
GSA Capital Partners
United Kingdom
$2.78M +$1.94M +9,147 +201%
GRP
591
Global Retirement Partners
California
$2.77M +$1.28M +6,026 +79%
1C
592
111 Capital
France
$2.76M -$409K -1,931 -12%
JSC
593
Jackson Square Capital
California
$2.76M -$853K -4,024 -23%
SCM
594
Sirios Capital Management
Massachusetts
$2.75M +$1.88M +8,858 +190%
PA
595
Pinnacle Associates
New York
$2.74M -$880K -4,151 -24%
SAG
596
SageView Advisory Group
California
$2.74M -$96.2K -454 -3%
CP
597
Cornerstone Planning
North Carolina
$2.72M +$2.83M +13,337 New
TCM
598
Traynor Capital Management
Pennsylvania
$2.71M -$226K -1,065 -7%
AI
599
Atria Investments
North Carolina
$2.71M -$257K -1,214 -8%
PS
600
Principal Securities
Iowa
$2.7M -$279K -1,316 -9%