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Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
701
Left Brain Wealth Management
Illinois
$13.9M +$249K +847 +2%
CIA
702
Concurrent Investment Advisors
Florida
$13.9M +$4.89M +16,668 +58%
OCM
703
One Capital Management
California
$13.7M -$556K -1,895 -4%
ACG
704
Allen Capital Group
Nebraska
$13.7M +$63.4K +216 +0.5%
CIM
705
Contravisory Investment Management
Massachusetts
$13.7M -$1.74M -5,938 -12%
YIA
706
YHB Investment Advisors
Connecticut
$13.6M +$193K +657 +1%
STP
707
Science & Technology Partners
New York
$13.6M -$7.04M -24,000 -35%
DCP
708
DSM Capital Partners
Florida
$13.5M -$1.88M -6,416 -13%
TW
709
Titan Wealth
$13.5M +$13M +44,457 New
FFP
710
FourThought Financial Partners
Florida
$13.5M -$205K -700 -2%
GH
711
GAM Holding
Switzerland
$13.5M +$1.95M +6,644 +18%
LFM
712
LGT Fund Management
Liechtenstein
$13.4M -$1.54M -5,253 -10%
HCP
713
Hiddenite Capital Partners
New York
$13.4M
CWM
714
Calamos Wealth Management
Illinois
$13.4M +$526K +1,794 +4%
HC
715
Headland Capital
South Carolina
$13.4M -$259K -881 -2%
EWA
716
EP Wealth Advisors
California
$13.3M +$12.9M +43,930 New
CAIMH
717
Central Asset Investments & Management Holdings
Hong Kong
$13.3M -$2.56M -8,726 -17%
ET
718
Equitable Trust
Tennessee
$13.3M +$1.56M +5,326 +14%
MHC
719
Meyer Handelman Company
New York
$13.3M +$3.14M +10,699 +32%
MAMU
720
Marathon Asset Management (UK)
United Kingdom
$13.3M -$1.52M -5,171 -11%
CAM
721
Cresset Asset Management
Illinois
$13.2M +$159K +541 +1%
AFG
722
Atomi Financial Group
New York
$13.2M +$1.32M +4,500 +12%
ERSOT
723
Employees Retirement System of Texas
Texas
$13.2M -$1.56M -5,300 -11%
LCI
724
L1 Capital International
Australia
$13.2M -$66.4M -226,215 -84%
LT
725
Legacy Trust
Michigan
$13.2M -$67.2K -229 -0.5%