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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
701
Capital Wealth Planning
Florida
$2.35M +$1.06M +11,098 +97%
EH
702
Equitable Holdings
New York
$2.34M -$113K -1,187 -5%
LWAM
703
Legacy Wealth Asset Management
Minnesota
$2.32M +$8.68K +91 +0.4%
QCM
704
Quantinno Capital Management
New York
$2.3M +$595K +6,235 +39%
SCTC
705
Sanibel Captiva Trust Company
Florida
$2.29M +$2.1M +22,035 New
SW
706
SVB Wealth
Massachusetts
$2.29M +$74.1K +777 +4%
CWM
707
Calamos Wealth Management
Illinois
$2.28M +$51K +535 +3%
SSW
708
Stone Summit Wealth
Florida
$2.28M -$72.3K -758 -3%
NA
709
Nordwand Advisors
Pennsylvania
$2.28M +$11.9K +125 +0.6%
EAM
710
Erste Asset Management
Austria
$2.27M – – –
RFA
711
ROI Financial Advisors
Oregon
$2.27M +$2.08M +21,834 New
BBHC
712
Brown Brothers Harriman & Co
New York
$2.25M -$96.1K -1,008 -4%
CAM
713
Cypress Asset Management
Texas
$2.23M -$62K -650 -3%
SWS
714
SYSTM Wealth Solutions
Illinois
$2.23M -$19.3K -202 -0.9%
SFA
715
Semmax Financial Advisors
North Carolina
$2.22M +$16.6K +174 +1%
TIA
716
Trust Investment Advisors
Indiana
$2.21M -$2.77K -29 -0.1%
BFS
717
Bradley Foster & Sargent
Connecticut
$2.21M -$72.1K -756 -3%
SIC
718
Schwartz Investment Counsel
Michigan
$2.21M – – –
SFG
719
SevenBridge Financial Group
Pennsylvania
$2.2M +$269K +2,823 +15%
BTI
720
Blue Trust Inc
Georgia
$2.19M +$275K +2,881 +13%
IFO
721
Independent Family Office
New York
$2.18M – – –
NAM
722
Nissay Asset Management
Japan
$2.17M +$211K +2,215 +12%
SIM
723
Sprucegrove Investment Management
Ontario, Canada
$2.14M +$677K +7,100 +53%
CM
724
Castleark Management
Illinois
$2.14M – – –
FIM
725
Freedom Investment Management
Connecticut
$2.12M -$153K -1,602 -7%