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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
576
BNC Wealth Management
Oregon
$6.42M +$413K +2,116 +6%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$6.41M +$530K +2,715 +8%
CUAMC
578
China Universal Asset Management Company
China
$6.4M +$64.7K +331 +0.9%
CIA
579
CCM Investment Advisers
South Carolina
$6.37M -$3.05M -15,592 -30%
SVWAG
580
Sound View Wealth Advisors Group
Georgia
$6.35M -$151K -774 -2%
KWA
581
Kingswood Wealth Advisors
California
$6.35M -$3.11M -15,925 -31%
BCWM
582
Bartlett & Co Wealth Management
Ohio
$6.28M -$152K -780 -2%
EP
583
Edgestream Partners
New Jersey
$6.23M -$521K -2,668 -7%
IWM
584
IHT Wealth Management
Illinois
$6.23M -$472K -2,414 -6%
BAM
585
Belpointe Asset Management
Nevada
$6.23M -$1.88M -9,601 -21%
SPG
586
Strategic Planning Group
Utah
$6.22M +$1.72M +8,815 +33%
LFAS
587
Level Four Advisory Services
Texas
$6.19M
GG
588
Greenwood Gearhart
Arkansas
$6.18M +$774K +3,962 +13%
AC
589
Avestar Capital
New York
$6.16M +$454K +2,323 +7%
SFS
590
Sowell Financial Services
Arkansas
$6.15M +$1.24M +6,366 +22%
TIAA Trust, National Association
591
TIAA Trust, National Association
North Carolina
$6.14M -$8.83M -45,192 -56%
MAM
592
Mark Asset Management
New York
$6.13M -$7.71M -39,451 -53%
CGL
593
Clarius Group LLC
Washington
$6.12M +$343K +1,754 +5%
KWM
594
Kingsview Wealth Management
Oregon
$6.1M +$30.7K +157 +0.5%
PIA
595
Petredis Investment Advisors
Pennsylvania
$6.09M +$186K +950 +3%
NW
596
NewEdge Wealth
Pennsylvania
$6.09M -$1.19M -6,106 -15%
DAM
597
Draper Asset Management
New York
$6.04M -$280K -1,435 -4%
WWM
598
Western Wealth Management
Colorado
$6.03M -$2.49M -12,745 -27%
BP
599
Ballentine Partners
Massachusetts
$6.03M -$383K -1,958 -5%
1WA
600
180 Wealth Advisors
Washington
$6.03M +$398K +2,039 +6%