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Name Holding Trade Value Shares
Change
Change in
Stake
Procyon Advisors
901
Procyon Advisors
Connecticut
$9.72M +$3.53M +7,961 +58%
RFP
902
Root Financial Partners
California
$9.67M +$5.67M +12,795 +147%
1C
903
111 Capital
France
$9.63M -$156K -351 -2%
EWA
904
Exit Wealth Advisors
Georgia
$9.62M +$765K +1,726 +9%
CAM
905
Cidel Asset Management
Ontario, Canada
$9.6M -$330K -744 -3%
PCA
906
Private Capital Advisors
Connecticut
$9.59M +$5.5M +12,417 +139%
GSWM
907
Golden State Wealth Management
California
$9.58M -$318K -717 -3%
1W
908
1776 Wealth
Georgia
$9.46M +$76.2K +172 +0.8%
JCM
909
JAT Capital Management
Connecticut
$9.44M +$9.31M +21,000 New
Forum Financial Management
910
Forum Financial Management
Illinois
$9.4M +$589K +1,328 +7%
U.S. Capital Wealth Advisors
911
U.S. Capital Wealth Advisors
Texas
$9.39M +$212K +478 +2%
Hancock Prospecting
912
Hancock Prospecting
Australia
$9.37M – – –
CFP
913
Cascade Financial Partners
California
$9.35M +$82.7M +186,485 +867%
VCP
914
Verus Capital Partners
Arizona
$9.34M +$1.09M +2,456 +13%
Western Wealth Management
915
Western Wealth Management
Colorado
$9.3M +$943K +2,127 +11%
MCP
916
Meridiem Capital Partners
Texas
$9.29M -$18.4M -41,455 -67%
Exencial Wealth Advisors
917
Exencial Wealth Advisors
Oklahoma
$9.27M -$743K -1,676 -8%
CPL
918
CAP Partners LLC
Tennessee
$9.25M -$929K -2,095 -9%
LOAME
919
Lombard Odier Asset Management (Europe)
United Kingdom
$9.18M -$15.5M -35,062 -63%
CCFM
920
Clear Creek Financial Management
Washington
$9.17M +$275K +620 +3%
IAM
921
Infusive Asset Management
New York
$9.16M -$2.85M -6,423 -24%
TCA
922
Transcend Capital Advisors
New Jersey
$9.16M +$86K +194 +1%
PWPS
923
Pinnacle Wealth Planning Services
Ohio
$9.14M -$69.2K -156 -0.8%
SWM
924
Shepherd Wealth Management
Ohio
$9.14M -$3.98M -8,977 -30%
IC
925
Inscription Capital
Texas
$9.12M +$933K +2,104 +12%