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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
676
Northeast Investment Management
Massachusetts
$4.82M +$1.34M +4,896 +30%
LWCFA
677
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.79M +$17.2K +63 +0.3%
WHG
678
Westwood Holdings Group
Texas
$4.77M +$2.6M +9,543 +81%
CI
679
Conning Inc
Connecticut
$4.75M -$35.2K -129 -0.6%
FWM
680
Focused Wealth Management
New York
$4.75M +$165K +603 +3%
PIA
681
Perennial Investment Advisors
California
$4.75M +$338K +1,239 +6%
RCG
682
Regatta Capital Group
California
$4.74M -$283K -1,035 -5%
HZ
683
Hixon Zuercher
Ohio
$4.72M +$168K +615 +3%
MTWSIF
684
Mivtachim The Workers Social Insurance Fund
Israel
$4.71M +$5.73M +21,000 New
WCWM
685
Willow Creek Wealth Management
California
$4.66M +$5.66M +20,736 New
SHGA
686
Sand Hill Global Advisors
California
$4.64M +$4.82M +17,664 +591%
WANY
687
Wealthspire Advisors (New York)
New York
$4.63M +$2.15M +7,875 +62%
CW
688
CreativeOne Wealth
Kansas
$4.63M +$1.18M +4,341 +27%
Bessemer Group
689
Bessemer Group
New Jersey
$4.59M -$651K -2,385 -10%
1832 Asset Management
690
1832 Asset Management
Ontario, Canada
$4.57M -$78.7M -288,288 -93%
BFM
691
Boothbay Fund Management
New York
$4.57M +$2.26M +8,295 +69%
AWM
692
Avitas Wealth Management
California
$4.56M -$3.77M -13,806 -40%
ACM
693
Alcosta Capital Management
California
$4.56M -$12.3K -45 -0.2%
AP
694
Adero Partners
California
$4.55M +$627K +2,298 +14%
GAM
695
Gotham Asset Management
New York
$4.53M +$1.16M +4,233 +27%
AWA
696
Arete Wealth Advisors
Illinois
$4.48M +$811K +2,970 +18%
MS
697
Maven Securities
Jersey
$4.47M +$2.24M +8,214 +70%
MAM
698
Morse Asset Management
Connecticut
$4.47M -$868K -3,180 -14%
CF
699
Centaurus Financial
California
$4.45M +$507K +1,857 +10%
BCPWM
700
Bradley & Co Private Wealth Management
Florida
$4.44M -$61.4K -225 -1%