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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1126
Catalyst Financial Partners
Massachusetts
$5.03M +$190K +461 +4%
GCM
1127
Gibraltar Capital Management
Oklahoma
$5.03M +$5.36K +13 +0.1%
MCC
1128
Malaga Cove Capital
California
$5.02M -$22.7K -55 -0.4%
FWP
1129
Falcon Wealth Planning
California
$5M +$61.8K +150 +1%
ET
1130
Entropy Technologies
New York
$5M +$5.54M +13,444 New
PIA
1131
Powell Investment Advisors
Florida
$4.98M +$435K +1,055 +9%
HIA
1132
Harbor Investment Advisory
Maryland
$4.98M -$18.5K -45 -0.3%
JMFC
1133
J.M. Forbes & Co
Massachusetts
$4.97M +$10.3K +25 +0.2%
UAS
1134
United Asset Strategies
New York
$4.92M -$46.6K -113 -0.8%
PAA
1135
Peregrine Asset Advisers
Oregon
$4.92M +$9.06K +22 +0.2%
KC
1136
Kepler Cheuvreux
$4.91M -$3.3K -8 -0.1%
FFS
1137
Founders Financial Securities
Maryland
$4.91M -$856K -2,079 -13%
CP
1138
Castleview Partners
Texas
$4.9M +$1.38M +3,339 +34%
SAM
1139
Silvercrest Asset Management
New York
$4.88M -$604K -1,466 -10%
GPWM
1140
Grant Private Wealth Management
California
$4.88M +$540K +1,312 +11%
PGWM
1141
Parisi Gray Wealth Management
New Jersey
$4.85M +$35.8K +87 +0.7%
LIM
1142
Leavell Investment Management
Alabama
$4.84M +$271K +658 +5%
KCM
1143
Kathmere Capital Management
Pennsylvania
$4.84M +$335K +814 +7%
AA
1144
Aire Advisors
California
$4.84M +$71.7K +174 +1%
PIA
1145
Pinion Investment Advisors
Kansas
$4.8M +$14.4K +35 +0.3%
SCP
1146
Sivia Capital Partners
California
$4.8M -$219K -531 -4%
GAA
1147
Global Assets Advisory
Florida
$4.79M +$318K +773 +6%
DWA
1148
Douglass Winthrop Advisors
New York
$4.78M -$10.3K -25 -0.2%
GFP
1149
Gryphon Financial Partners
Ohio
$4.77M +$499K +1,212 +10%
EDRH
1150
Edmond de Rothschild Holding
Switzerland
$4.77M -$555K -1,347 -10%