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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
801
Schwartz Investment Counsel
Michigan
$3.69M
EAM
802
EdenTree Asset Management
United Kingdom
$3.66M +$322K +2,121 +11%
IAA
803
Independent Advisor Alliance
North Carolina
$3.65M +$214K +1,412 +7%
SFG
804
SevenBridge Financial Group
Pennsylvania
$3.64M +$75.4K +497 +2%
SCM
805
Stonebridge Capital Management
California
$3.64M -$34.1K -225 -1%
CCM
806
Cox Capital Management
Massachusetts
$3.64M +$909K +5,993 +40%
TNBTD
807
Trustmark National Bank Trust Department
Mississippi
$3.63M +$106K +699 +3%
WWM
808
Western Wealth Management
Colorado
$3.61M +$86K +567 +3%
SFA
809
Semmax Financial Advisors
North Carolina
$3.58M +$686K +4,524 +28%
GCS
810
Gordian Capital (Singapore)
Singapore
$3.58M
AP
811
Americana Partners
Texas
$3.57M +$233K +1,534 +8%
HI
812
Horizon Investments
North Carolina
$3.56M +$2.01M +13,246 +183%
JIM
813
Jensen Investment Management
Oregon
$3.54M +$49.8K +328 +2%
DC
814
Dantai Capital
Hong Kong
$3.54M
MG
815
Marex Group
$3.53M -$111K -735 -3%
AF
816
Allworth Financial
California
$3.51M +$363K +2,390 +13%
FCM
817
Fairbanks Capital Management
California
$3.51M +$72.2K +476 +2%
TCM
818
Tybourne Capital Management
Hong Kong
$3.51M +$1.63M +10,758 +114%
DAS
819
Dynamic Advisor Solutions
Arizona
$3.48M +$762K +5,025 +33%
BSG
820
Black Swift Group
Colorado
$3.48M +$3.04M +20,010 New
EH
821
Equitable Holdings
New York
$3.45M +$195K +1,283 +7%
LWAM
822
Legacy Wealth Asset Management
Minnesota
$3.44M -$151K -993 -5%
CCP
823
Clough Capital Partners
Massachusetts
$3.44M +$3M +19,772 New
Impax Asset Management Group
824
Impax Asset Management Group
United Kingdom
$3.43M -$2.27M -14,960 -43%
VFA
825
Valeo Financial Advisors
Indiana
$3.43M +$169K +1,114 +6%