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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
651
Intercontinental Wealth Advisors
Texas
$3.4M +$3.69M +19,494 +241%
Brown Advisory
652
Brown Advisory
Maryland
$3.35M -$315K -1,664 -6%
HCMT
653
Highland Capital Management (Tennessee)
Tennessee
$3.33M +$1.01M +5,341 +25%
LSAG
654
Lake Street Advisors Group
New Hampshire
$3.32M -$958K -5,057 -16%
MCCA
655
Mill Creek Capital Advisors
Pennsylvania
$3.31M +$5.08M +26,855 New
GWM
656
Geneos Wealth Management
Colorado
$3.29M -$300K -1,587 -6%
SB
657
Strategic Blueprint
Georgia
$3.28M +$777K +4,106 +18%
PCM
658
Prelude Capital Management
New York
$3.28M +$5.04M +26,600 New
MNBTD
659
Moody National Bank Trust Division
Texas
$3.27M -$231K -1,222 -4%
DGAM
660
Desjardins Global Asset Management
Quebec, Canada
$3.26M -$10.5M -55,417 -68%
KIA
661
KCM Investment Advisors
California
$3.25M -$23.7K -125 -0.5%
CWM
662
Cabot Wealth Management
Massachusetts
$3.24M +$241K +1,272 +5%
NG
663
NWK Group
California
$3.21M +$36.5K +193 +0.7%
OPS
664
Orion Portfolio Solutions
Nebraska
$3.18M +$386K +2,041 +9%
MC
665
Moors & Cabot
Massachusetts
$3.18M -$1.38M -7,304 -22%
AWCI
666
Alpine Woods Capital Investors
New York
$3.17M +$4.87M +25,740 New
AWM
667
Accurate Wealth Management
Florida
$3.16M -$1.25M -6,599 -20%
FFM
668
Fullerton Fund Management
Singapore
$3.15M -$6.11M -32,276 -56%
SAM
669
Silvercrest Asset Management
New York
$3.15M +$700K +3,698 +17%
RFM
670
Royal Fund Management
Florida
$3.11M +$448K +2,364 +10%
AG
671
AIA Group
Hong Kong
$3.11M -$5.26M -27,774 -52%
CCM
672
Conway Capital Management
California
$3.1M -$2.92M -15,440 -38%
FWM
673
Focused Wealth Management
New York
$3.09M +$735K +3,883 +18%
IP
674
Ignite Planners
California
$3.08M +$2.49M +13,137 +315%
MOS
675
MGO One Seven
Ohio
$3.08M -$220K -1,163 -4%