Name Holding Trade Value Shares
Change
Change in
Stake
AW
1001
Alaethes Wealth
Nevada
$5.08M -$549K -2,245 -11%
ECM
1002
English Capital Management
Michigan
$5.05M – – –
YC
1003
Yarbrough Capital
Tennessee
$5.02M +$1.05M +4,313 +32%
VFO
1004
Virtus Family Office
Texas
$5.01M -$1.26M -5,154 -22%
MAMU
1005
Myriad Asset Management US
Florida
$5.01M -$2.59M -10,598 -37%
BBHC
1006
Brown Brothers Harriman & Co
New York
$4.99M +$169K +692 +4%
GWM
1007
Geneos Wealth Management
Colorado
$4.98M -$1.03M -4,220 -19%
MAM
1008
Madison Asset Management
Wisconsin
$4.97M -$94.4K -386 -2%
NIM
1009
NEOS Investment Management
Connecticut
$4.95M +$321K +1,311 +8%
TE
1010
Tema ETFs
New York
$4.95M +$321K +1,311 +8%
HPM
1011
Hudson Portfolio Management
New York
$4.94M -$155K -634 -3%
F8IS
1012
Figure 8 Investment Strategies
Idaho
$4.91M -$55.8K -228 -1%
WA
1013
Wealth Alliance
New York
$4.9M +$61.6K +252 +1%
BCM
1014
Beck Capital Management
Texas
$4.88M +$88.5K +362 +2%
CAL
1015
Capital Analysts LLC
Pennsylvania
$4.87M +$24.9K +102 +0.6%
JHP
1016
James Hambro & Partners
United Kingdom
$4.85M +$471K +1,925 +12%
KLCM
1017
KG&L Capital Management
Louisiana
$4.84M +$635K +2,597 +18%
MFS
1018
Mirabella Financial Services
United Kingdom
$4.84M +$2.34M +9,570 +123%
CWM
1019
Circle Wealth Management
New Jersey
$4.83M +$286K +1,170 +7%
GF
1020
Gabelli Funds
New York
$4.82M -$335K -1,370 -7%
SAM
1021
Secure Asset Management
Michigan
$4.81M +$463K +1,893 +13%
Ensign Peak Advisors
1022
Ensign Peak Advisors
Utah
$4.81M -$926K -3,786 -18%
TF
1023
Threadgill Financial
Texas
$4.81M +$4.21M +17,209 New
TPW
1024
Transatlantique Private Wealth
New York
$4.79M -$47.7K -195 -1%
EWM
1025
Empirical Wealth Management
Washington
$4.79M +$776K +3,175 +23%