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Name Holding Trade Value Shares
Change
Change in
Stake
Erste Asset Management
1101
Erste Asset Management
Austria
$5.29M -$10.3M -25,000 -63%
BSC
1102
Brown Shipley & Co
United Kingdom
$5.28M -$163K -396 -3%
KIA
1103
KCM Investment Advisors
California
$5.28M +$103K +250 +2%
GA
1104
GoalVest Advisory
New York
$5.27M +$56K +136 +1%
OPWM
1105
Oxinas Partners Wealth Management
Indiana
$5.27M +$283K +686 +5%
GC
1106
Garde Capital
Washington
$5.26M +$19.8K +48 +0.3%
ATS
1107
Ashton Thomas Securities
New York
$5.26M +$529K +1,283 +10%
Blue Trust Inc
1108
Blue Trust Inc
Georgia
$5.25M -$98.5K -239 -2%
LWM
1109
Liberty Wealth Management
California
$5.24M -$313K -760 -5%
71 West Capital Partners
1110
71 West Capital Partners
Massachusetts
$5.24M +$792K +1,923 +16%
LWP
1111
LMG Wealth Partners
Louisiana
$5.23M +$516K +1,253 +10%
TWP
1112
Triad Wealth Partners
Kansas
$5.23M +$1.86M +4,511 +36%
Mesirow Financial Investment Management
1113
Mesirow Financial Investment Management
Illinois
$5.21M +$2.55M +6,196 +79%
CCM
1114
Capstone Capital Management
$5.21M +$5.51M +13,376 +2,113%
HAS
1115
HBW Advisory Services
California
$5.2M -$94.3K -229 -2%
SWP
1116
Semus Wealth Partners
Florida
$5.16M +$674K +1,636 +13%
TF
1117
Trek Financial
Arizona
$5.16M -$4.38M -10,626 -43%
HWM
1118
Hohimer Wealth Management
Washington
$5.15M +$444K +1,078 +8%
Robertson Stephens Wealth Management
1119
Robertson Stephens Wealth Management
California
$5.13M +$437K +1,060 +8%
SP
1120
SmartHarvest Portfolios
Washington
$5.12M -$1.21M -2,942 -18%
JSAM
1121
J. Safra Asset Management
New York
$5.11M -$2.52M -6,114 -31%
Dakota Wealth Management
1122
Dakota Wealth Management
Florida
$5.09M -$114K -277 -2%
FCM
1123
Fire Capital Management
California
$5.08M +$70.4K +171 +1%
Perfromance Wealth Partners
1124
Perfromance Wealth Partners
Illinois
$5.08M +$64.3K +156 +1%
GCA
1125
Gradient Capital Advisors
California
$5.06M -$671K -1,629 -11%