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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
926
ABN AMRO Investment Solutions
$3.29M -$146K -570 -4%
NHT
927
New Hampshire Trust
New Hampshire
$3.27M +$2.31K +9 +0.1%
TDC
928
Thompson Davis & Co
Virginia
$3.27M -$316K -1,230 -9%
OQS
929
Occudo Quantitative Strategies
Florida
$3.25M +$1.62M +6,302 +94%
DWT
930
Dorsey & Whitney Trust
South Dakota
$3.25M +$208K +810 +7%
OPWM
931
Oxinas Partners Wealth Management
Indiana
$3.24M +$86.6K +337 +3%
MCM
932
Manchester Capital Management
Vermont
$3.24M +$145K +566 +5%
AFT
933
Alpha Family Trust
California
$3.23M -$277K -1,080 -8%
PWLP
934
Prio Wealth Limited Partnership
Massachusetts
$3.22M +$41.1K +160 +1%
WP
935
WealthPLAN Partners
Nebraska
$3.22M +$1.28M +4,972 +63%
MRG
936
Milestone Resources Group
British Virgin Islands
$3.22M
EFL
937
ERn Financial LLC
Wisconsin
$3.21M +$15.9K +62 +0.5%
PFU
938
Parus Finance (UK)
United Kingdom
$3.21M -$1.37M -5,335 -29%
MSR
939
Main Street Research
Connecticut
$3.2M +$16.4K +64 +0.5%
UIM
940
USS Investment Management
United Kingdom
$3.2M
PA
941
PFG Advisors
Arizona
$3.19M -$1.06M -4,121 -24%
WAM
942
Wolverine Asset Management
Illinois
$3.19M +$3.28M +12,752 New
FPAS
943
Focus Partners Advisor Solutions
Missouri
$3.19M +$425K +1,653 +15%
CM
944
Capula Management
Cayman Islands
$3.18M +$3.27M +12,727 New
LA
945
Legacy Advisors
Pennsylvania
$3.18M +$923K +3,593 +39%
GWANC
946
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.18M -$127K -494 -4%
APWA
947
Atlas Private Wealth Advisors
New Jersey
$3.17M +$360K +1,400 +12%
MWM
948
Modera Wealth Management
New Jersey
$3.17M +$19K +74 +0.6%
RWB
949
RMR Wealth Builders
New Jersey
$3.17M +$805K +3,135 +33%
SP
950
Symmetry Partners
Connecticut
$3.17M -$446K -1,738 -12%