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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1501
Gibbs Wealth Management
Georgia
$2.88M -$867K -2,501 -28%
PSP
1502
Principal Street Partners
Tennessee
$2.87M -$3.71M -10,685 -62%
HNWAG
1503
High Net Worth Advisory Group
Florida
$2.87M +$297K +856 +15%
Fayez Sarofim & Co
1504
Fayez Sarofim & Co
Texas
$2.86M
RIM
1505
Rakuten Investment Management
Japan
$2.85M +$4.03M +11,621 New
FWI
1506
Facet Wealth Inc
Maryland
$2.84M +$462K +1,332 +26%
SSWM
1507
Strait & Sound Wealth Management
California
$2.84M -$1.03M -2,962 -32%
TFA
1508
Toth Financial Advisory
Virginia
$2.83M -$83.2K -240 -4%
MFA
1509
Mayflower Financial Advisors
Massachusetts
$2.83M +$18.7K +54 +0.9%
PWM
1510
Purus Wealth Management
California
$2.83M -$76.3K -220 -3%
SIS
1511
Strategic Investment Solutions
Illinois
$2.82M -$397K -1,146 -15%
TPWA
1512
TRUE Private Wealth Advisors
Oregon
$2.81M -$48.9K -141 -2%
HA
1513
Huntleigh Advisors
Missouri
$2.81M -$246K -710 -10%
OL
1514
Optas LLC
Texas
$2.81M +$91.6K +264 +4%
KCM
1515
Kornitzer Capital Management
Kansas
$2.8M +$277K +800 +15%
SCM
1516
Saba Capital Management
New York
$2.8M +$2.18M +6,296 New
LWCFA
1517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.79M -$12.8K -37 -0.6%
BLAM
1518
Bourne Lent Asset Management
New York
$2.79M
TPWA
1519
Twin Peaks Wealth Advisors
California
$2.78M +$10.1K +29 +0.5%
LBC
1520
Leigh Baldwin & Co
New York
$2.76M +$613K +1,768 +40%
PWP
1521
Private Wealth Partners
California
$2.73M +$17.7K +51 +0.8%
RRA
1522
Round Rock Advisors
Connecticut
$2.73M +$195K +561 +10%
IAG
1523
Investment Advisory Group
Massachusetts
$2.73M +$31.2K +90 +1%
PWA
1524
Physician Wealth Advisors
Utah
$2.72M -$9.71K -28 -0.5%
FWM
1525
Finer Wealth Management
Massachusetts
$2.72M +$215K +619 +11%