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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
651
Essex Financial Services
Connecticut
$7.35M -$102K -430 -1%
GCS
652
Gordian Capital (Singapore)
Singapore
$7.32M +$149K +625 +2%
MWM
653
Meridian Wealth Management
Kentucky
$7.31M -$39.7K -167 -0.6%
LBWM
654
Left Brain Wealth Management
Illinois
$7.3M -$146K -613 -2%
CIA
655
Concurrent Investment Advisors
Florida
$7.29M +$20.2M +85,123 New
GCA
656
Gradient Capital Advisors
California
$7.27M -$8.08K -34 -0.1%
SGAM
657
Smith Group Asset Management
Texas
$7.26M +$6.94M +29,202 New
NIM
658
Northeast Investment Management
Massachusetts
$7.22M -$223K -937 -3%
MFG
659
Magnus Financial Group
New York
$7.18M -$436K -1,834 -6%
RWP
660
RWA Wealth Partners
Massachusetts
$7.17M +$6.27M +26,382 +1,075%
WANY
661
Wealthspire Advisors (New York)
New York
$7.16M +$818K +3,441 +14%
PS
662
Principal Securities
Iowa
$7.15M +$6.84M +28,763 New
QCG
663
Quadrant Capital Group
Ohio
$7.14M +$391K +1,647 +6%
SFS
664
Sowell Financial Services
Arkansas
$7.11M -$660K -2,777 -9%
Brown Advisory
665
Brown Advisory
Maryland
$7.1M +$612K +2,576 +10%
EFM
666
E Fund Management
China
$7.08M -$1.51M -6,346 -18%
DCM
667
Dupont Capital Management
Delaware
$7.05M +$6.75M +28,382 New
SBIA
668
Sheaff Brock Investment Advisors
Indiana
$7.05M -$329K -1,386 -5%
BWA
669
Bordeaux Wealth Advisors
California
$7.03M -$12.1K -51 -0.2%
BPCE
670
Bank Pictet & Cie (Europe)
Germany
$7.02M +$3.22M +13,546 +92%
NFSG
671
Newbridge Financial Services Group
Florida
$7.01M +$462K +1,943 +7%
PCM
672
Penserra Capital Management
California
$7.01M -$797K -3,352 -11%
GI
673
GAMCO Investors
Connecticut
$6.95M -$2.75M -11,560 -29%
CIA
674
Capital Investment Advisors
Georgia
$6.94M +$130K +547 +2%
SPC
675
Sigma Planning Corp
Michigan
$6.88M -$8.15M -34,306 -55%