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Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
701
Arrowstreet Capital
Massachusetts
$14M -$15.7M -38,214 -50%
SWP
702
Sagespring Wealth Partners
Tennessee
$14M -$374K -909 -2%
RPWA
703
Regent Peak Wealth Advisors
Georgia
$13.9M +$136K +331 +0.9%
NRG
704
Nemes Rush Group
Michigan
$13.8M +$575K +1,396 +4%
BCWM
705
Bartlett & Co Wealth Management
Ohio
$13.8M +$111K +270 +0.8%
KWA
706
Kingswood Wealth Advisors
California
$13.7M +$131K +319 +0.9%
CFG
707
Cooper Financial Group
California
$13.7M +$711K +1,725 +5%
AIM
708
Adapt Investment Managers
Switzerland
$13.6M +$1.29M +3,121 +9%
SAM
709
Smartleaf Asset Management
Massachusetts
$13.6M +$929K +2,256 +6%
HCM
710
Hodges Capital Management
Texas
$13.5M -$221K -537 -1%
EWM
711
Evercore Wealth Management
New York
$13.4M -$134K -325 -0.9%
CCA
712
Checchi Capital Advisers
California
$13.4M +$599K +1,455 +4%
TA
713
Trivest Advisors
Hong Kong
$13.4M +$10.7M +26,000 +260%
AC
714
AlpenGlobal Capital
California
$13.3M +$14.8M +35,911 New
SFS
715
Sowell Financial Services
Arkansas
$13.3M +$194K +470 +1%
AG
716
AlTi Global
New York
$13.3M -$80.7K -196 -0.5%
PFPG
717
Pinnacle Financial Partners (Georgia)
Georgia
$13.3M +$59.3K +144 +0.4%
FNT
718
First National Trust
Pennsylvania
$13.2M -$372K -902 -2%
CIA
719
Capital Investment Advisors
Georgia
$13.2M +$635K +1,542 +5%
MK
720
MASTERINVEST Kapitalanlage
$13.2M +$3M +7,276 +26%
PIA
721
Petredis Investment Advisors
Pennsylvania
$13.2M -$14.4K -35 -0.1%
BG
722
Bollard Group
Massachusetts
$13.1M +$274K +666 +2%
NG
723
NWK Group
California
$13M -$43.3K -105 -0.3%
STAS
724
Strong Tower Advisory Services
Minnesota
$13M +$488K +1,184 +4%
SVWAG
725
Sound View Wealth Advisors Group
Georgia
$13M -$129K -314 -0.9%