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Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
776
Partners Capital Investment Group
Massachusetts
$5.71M -$5.72M -29,549 -51%
BHPW
777
Beverly Hills Private Wealth
California
$5.69M +$294K +1,518 +6%
IFG
778
Independent Financial Group
California
$5.67M +$1.32M +6,828 +31%
GSWM
779
Greenup Street Wealth Management
Michigan
$5.66M +$5.55M +28,654 New
PCG
780
Prosperity Consulting Group
Maryland
$5.65M -$189K -977 -3%
TCM
781
Tufton Capital Management
Maryland
$5.64M -$148K -767 -3%
VFA
782
Valeo Financial Advisors
Indiana
$5.64M -$181K -937 -3%
FRA
783
Front Row Advisors
California
$5.55M -$24.2K -125 -0.4%
OIS
784
Okabena Investment Services
Minnesota
$5.53M -$360K -1,862 -6%
AWA
785
Artemis Wealth Advisors
New York
$5.53M +$5.42M +28,000 New
WWA
786
WCG Wealth Advisors
Nevada
$5.45M -$322K -1,662 -6%
PRS
787
Pinkerton Retirement Specialists
Idaho
$5.45M -$507K -2,618 -9%
KC
788
Katamaran Capital
United Kingdom
$5.45M +$5.34M +27,577 New
BRWA
789
B. Riley Wealth Advisors
Florida
$5.45M -$763K -3,942 -13%
CWM
790
Calamos Wealth Management
Illinois
$5.44M +$44.3K +229 +0.8%
1WA
791
180 Wealth Advisors
Washington
$5.42M -$185K -956 -3%
HLAM
792
Hidden Lake Asset Management
New York
$5.42M -$1.46M -7,530 -22%
ANTB
793
AMG National Trust Bank
Colorado
$5.38M +$17.8K +92 +0.3%
ECM
794
Eisler Capital Management
United Kingdom
$5.37M +$5.16M +26,648 New
SWP
795
Stratos Wealth Partners
Ohio
$5.37M +$1.91M +9,888 +57%
MYAM
796
Meiji Yasuda Asset Management
Japan
$5.35M -$809K -4,179 -13%
NI
797
Natural Investments
California
$5.35M +$5.24M +27,071 New
Ensign Peak Advisors
798
Ensign Peak Advisors
Utah
$5.33M +$4.46M +23,025 +579%
SCM
799
Sterling Capital Management
North Carolina
$5.33M -$1.02M -5,292 -16%
FWM
800
Forefront Wealth Management
Pennsylvania
$5.33M +$5.22M +26,987 New