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Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
1201
Ramsay Stattman Vela & Price
Colorado
$5.06M – – –
MCP
1202
Mirador Capital Partners
California
$5.06M +$2.46M +6,178 +106%
SWM
1203
Segment Wealth Management
Texas
$5.03M +$102K +257 +2%
BSAM
1204
Blue Square Asset Management
New York
$5.01M +$67.2K +169 +1%
MGP
1205
M&G plc
United Kingdom
$5.01M -$5.06M -12,725 -52%
RWM
1206
Revisor Wealth Management
Ohio
$5M +$30.6K +77 +0.7%
VWM
1207
VCI Wealth Management
Missouri
$5M +$351K +883 +8%
COI
1208
Connable Office Inc
Michigan
$5M +$20.7K +52 +0.4%
GC
1209
Gilbert & Cook
Iowa
$4.98M +$56.9K +143 +1%
ALA
1210
Atlas Legacy Advisors
California
$4.98M +$599K +1,505 +15%
BL
1211
BFSG LLC
California
$4.96M +$398 +1 +0%
BTWM
1212
Baker Tilly Wealth Management
Wisconsin
$4.95M -$172K -432 -4%
NAS
1213
NWF Advisory Services
California
$4.94M +$74K +186 +2%
CI
1214
CacheTech Inc
Utah
$4.93M +$428K +1,075 +10%
AWM
1215
Adams Wealth Management
Utah
$4.93M +$704K +1,770 +18%
MCA
1216
McGuire Capital Advisors
Oklahoma
$4.93M -$2.09M -5,255 -31%
CCP
1217
Cane Capital Partners
Louisiana
$4.92M -$166K -417 -3%
MLIC
1218
Mandatum Life Insurance Company
Finland
$4.91M – – –
UWM
1219
Udine Wealth Management
Florida
$4.91M +$48.9K +123 +1%
TC
1220
TownSquare Capital
Utah
$4.89M +$713K +1,793 +18%
RSF
1221
Rik Saylor Financial
Ohio
$4.88M +$4.62M +11,605 New
KWM
1222
Keebeck Wealth Management
Illinois
$4.88M +$561K +1,411 +14%
LAM
1223
Lynch Asset Management
Pennsylvania
$4.88M – – –
RCA
1224
Resonant Capital Advisors
Wisconsin
$4.87M +$320K +804 +7%
MCA
1225
MSH Capital Advisors
Arizona
$4.87M +$115K +288 +3%