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Name Holding Trade Value Shares
Change
Change in
Stake
V
401
Veritable
Delaware
$14.6M -$11.5M -65,821 -48%
IWC
402
Integrated Wealth Concepts
Massachusetts
$14.4M +$2.91M +16,701 +32%
AAS
403
Ameritas Advisory Services
Nebraska
$14.4M +$2.93M +16,816 +29%
CCM
404
Chilton Capital Management
Texas
$14.3M +$8.48M +48,620 +237%
MFAM
405
Motley Fool Asset Management
Virginia
$14.3M +$34.7K +199 +0.3%
SPC
406
Sigma Planning Corp
Michigan
$14.3M +$1.7M +9,773 +16%
SWM
407
Spire Wealth Management
Virginia
$14.3M +$6.66M +38,191 +124%
QPBE
408
Quintet Private Bank (Europe)
Luxembourg
$14.3M +$12.3M +70,709 New
BF
409
BOK Financial
Oklahoma
$14.3M -$2.11M -12,087 -15%
CI
410
Carroll Investors
South Carolina
$14.2M +$898K +5,146 +8%
Federated Hermes
411
Federated Hermes
Pennsylvania
$14.1M -$19M -109,097 -62%
SC
412
Slow Capital
California
$14M +$1.28M +7,345 +12%
VIM
413
Vinva Investment Management
Australia
$14M +$12.5M +71,559 New
ECM
414
Everence Capital Management
Indiana
$13.9M +$5.23K +30 +0%
DS
415
DRW Securities
Illinois
$13.9M +$9.6M +55,033 +464%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$13.8M +$1.99M +11,389 +21%
GCM
417
Graham Capital Management
Connecticut
$13.8M -$4.61M -26,445 -28%
RBA
418
Richard Bernstein Advisors
New York
$13.6M
AIA
419
Avalon Investment & Advisory
Texas
$13.5M +$9.87M +56,606 +652%
BFG
420
Bleakley Financial Group
New Jersey
$13.5M -$1.02M -5,851 -8%
TC
421
Tairen Capital
Hong Kong
$13.3M +$10.6M +60,510 +1,640%
ACJ
422
Autonomy Capital (Jersey)
Jersey
$13.3M +$6.2M +35,514 +124%
SWP
423
Stratos Wealth Partners
Ohio
$13.3M +$479K +2,748 +4%
BCV
424
Banque Cantonale Vaudoise
Switzerland
$13.2M +$195K +1,118 +2%
VI
425
Vestcor Inc
New Brunswick, Canada
$13.2M +$67.9K +389 +0.6%