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Name Holding Trade Value Shares
Change
Change in
Stake
Dakota Wealth Management
1101
Dakota Wealth Management
Florida
$6.28M +$246K +555 +4%
SA
1102
Strategic Advocates
Utah
$6.28M +$277K +624 +5%
KCM Investment Advisors
1103
KCM Investment Advisors
California
$6.27M -$274K -618 -4%
FAS Wealth Partners
1104
FAS Wealth Partners
Kansas
$6.21M +$207K +468 +4%
Victory Financial Group
1105
Victory Financial Group
Texas
$6.21M -$23.1K -52 -0.4%
FineMark National Bank & Trust
1106
FineMark National Bank & Trust
Florida
$6.21M -$53.2K -120 -0.9%
GFG
1107
Greenbush Financial Group
New York
$6.2M +$198K +447 +3%
BBWA
1108
Bell & Brown Wealth Advisors
California
$6.2M +$66K +149 +1%
Legacy Advisors
1109
Legacy Advisors
Pennsylvania
$6.19M +$886K +1,999 +17%
Kayne Anderson Rudnick Investment Management
1110
Kayne Anderson Rudnick Investment Management
California
$6.19M -$708K -1,597 -10%
UBS O'Connor
1111
UBS O'Connor
Illinois
$6.12M +$805K +1,817 +15%
MCC
1112
Malaga Cove Capital
California
$6.1M +$3.55K +8 +0.1%
Gibraltar Capital Management
1113
Gibraltar Capital Management
Oklahoma
$6.08M +$27.5K +62 +0.5%
Perfromance Wealth Partners
1114
Perfromance Wealth Partners
Illinois
$6.08M +$923K +2,082 +18%
FCM
1115
Fire Capital Management
California
$6.07M +$58.1K +131 +1%
OPWM
1116
Oxinas Partners Wealth Management
Indiana
$6.06M -$21.7K -49 -0.4%
Nilsine Partners
1117
Nilsine Partners
Colorado
$6.06M +$377K +851 +7%
Meeder Asset Management
1118
Meeder Asset Management
Ohio
$6.06M -$2.22M -5,003 -27%
LCA
1119
Legend Capital Advisors
New York
$6.06M +$5.97M +13,468 New
Harbor Investment Advisory
1120
Harbor Investment Advisory
Maryland
$6.05M -$406K -915 -6%
Sivia Capital Partners
1121
Sivia Capital Partners
California
$6.04M +$397K +895 +7%
CCP
1122
Carmel Capital Partners
California
$6.04M +$1.36M +3,069 +30%
Choate Investment Advisors
1123
Choate Investment Advisors
Massachusetts
$6.04M -$427K -964 -7%
Sovran Advisors
1124
Sovran Advisors
California
$6.03M +$895K +2,019 +17%
Signature Estate & Investment Advisors
1125
Signature Estate & Investment Advisors
California
$6.01M +$113K +254 +2%