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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1001
Revolve Wealth Partners
New Jersey
$6.93M -$634K -1,829 -11%
KC
1002
Kepler Cheuvreux
$6.92M +$5.4M +15,562 New
UOTTAIMCU
1003
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6.9M +$5.15M +14,838 +2,163%
LPT
1004
Legacy Private Trust
Wisconsin
$6.84M +$1.1M +3,160 +26%
LWM
1005
Liberty Wealth Management
California
$6.83M -$115K -332 -2%
Kayne Anderson Rudnick Investment Management
1006
Kayne Anderson Rudnick Investment Management
California
$6.83M +$388K +1,118 +8%
NAM
1007
NorthCrest Asset Manangement
Minnesota
$6.82M +$1.03M +2,969 +23%
HIP
1008
Harrell Investment Partners
Texas
$6.82M +$228K +656 +4%
SAG
1009
SageView Advisory Group
California
$6.76M +$171K +492 +3%
GA
1010
GoalVest Advisory
New York
$6.74M +$15.6K +45 +0.3%
EW
1011
Evoke Wealth
California
$6.68M +$167K +481 +3%
LTI
1012
Laffer Tengler Investments
Tennessee
$6.67M +$350K +1,009 +7%
KJWM
1013
Kiley Juergens Wealth Management
Washington
$6.67M -$265K -765 -5%
SM
1014
Scoggin Management
New York
$6.67M -$867K -2,500 -14%
TPCW
1015
TD Private Client Wealth
New York
$6.66M +$149K +430 +3%
FMN
1016
Financial Management Network
California
$6.63M +$325K +937 +7%
TWP
1017
Tempus Wealth Planning
California
$6.61M -$294K -848 -5%
TYCC
1018
Texas Yale Capital Corp
Florida
$6.61M -$81.5K -235 -2%
AWE
1019
Avidian Wealth Enterprises
Texas
$6.6M +$688K +1,984 +15%
FCA
1020
Fortis Capital Advisors
Kansas
$6.57M +$216K +623 +4%
LWA
1021
Lineweaver Wealth Advisors
Ohio
$6.57M -$91.9K -265 -2%
WWM
1022
Westwood Wealth Management
California
$6.54M +$2.24M +6,460 +78%
SFO
1023
Stenger Family Office
Illinois
$6.53M +$252K +726 +5%
FFS
1024
Founders Financial Securities
Maryland
$6.52M +$111K +321 +2%
GIC
1025
Generali Investments CEE
Czech Republic
$6.49M -$1.12M -3,220 -18%