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Name Holding Trade Value Shares
Change
Change in
Stake
SB
976
Strategic Blueprint
Georgia
$6.4M +$401K +1,246 +9%
EFG
977
Everhart Financial Group
Ohio
$6.38M +$511K +1,588 +11%
DCM
978
Decatur Capital Management
Georgia
$6.37M +$5.08M +15,785 New
CAI
979
Capital Advisors Inc
Oklahoma
$6.35M -$767K -2,384 -13%
NM
980
NWI Management
New York
$6.34M +$3.12M +9,700 +162%
DQRIM
981
Dale Q Rice Investment Management
Washington
$6.33M +$5.04M +15,672 New
PCM
982
Parsons Capital Management
Rhode Island
$6.3M -$167K -520 -3%
WWM
983
Westwood Wealth Management
California
$6.28M +$4.66M +14,475 +1,334%
CPCM
984
Cardinal Point Capital Management
Ontario, Canada
$6.27M -$29.6K -92 -0.6%
BOH
985
Bank of Hawaii
Hawaii
$6.27M +$4.45M +13,843 +824%
PFM
986
Patton Fund Management
Texas
$6.27M +$4.99M +15,520 New
DSA
987
Droms Strauss Advisors
Missouri
$6.24M -$765K -2,379 -13%
CA
988
Claro Advisors
Massachusetts
$6.22M +$205K +637 +4%
PMAM
989
Picton Mahoney Asset Management
Ontario, Canada
$6.21M +$4.95M +15,380 New
SAM
990
Secure Asset Management
Michigan
$6.21M -$181K -562 -4%
RWB
991
RMR Wealth Builders
New Jersey
$6.21M +$2.07M +6,439 +72%
CPWM
992
Cypress Point Wealth Management
Texas
$6.2M -$94.3K -293 -2%
EW
993
Evoke Wealth
California
$6.2M +$616K +1,915 +14%
AP
994
Adero Partners
California
$6.2M -$170K -528 -3%
GI
995
GAMCO Investors
Connecticut
$6.19M +$64K +199 +1%
NG
996
Norden Group
Utah
$6.18M -$12.2K -38 -0.2%
EDRH
997
Edmond de Rothschild Holding
Switzerland
$6.15M -$1.14M -3,549 -19%
VCA
998
Verdence Capital Advisors
Maryland
$6.14M +$284K +883 +6%
PWG
999
Portside Wealth Group
Utah
$6.14M +$454K +1,412 +10%
FAM
1000
Formidable Asset Management
Ohio
$6.14M -$198K -616 -4%