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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1076
Coldstream Capital Management
Washington
$1.01M +$166K +1,334 +22%
CWM
1077
Connecticut Wealth Management
Connecticut
$1.01M -$25.2K -203 -3%
SFA
1078
Souders Financial Advisors
Ohio
$1.01M -$97.6K -786 -10%
KIA
1079
KCM Investment Advisors
California
$1.01M +$918K +7,394 New
FHA
1080
First Horizon Advisors
Tennessee
$1M +$57.3K +461 +7%
EWM
1081
Endowment Wealth Management
Wisconsin
$997K +$34.9K +281 +4%
CMTU
1082
Capital Markets Trading (UK)
United Kingdom
$993K +$88.2K +710 +11%
AMCA
1083
Arthur M. Cohen & Associates
Illinois
$990K -$32K -258 -3%
SWM
1084
Sendero Wealth Management
Texas
$985K -$233K -1,876 -21%
HI
1085
Horizon Investments
North Carolina
$985K +$896K +7,218 +28,872%
NWM
1086
NRI Wealth Management
California
$984K +$20.6K +166 +2%
SI
1087
Seeds Investor
New York
$981K -$332K -2,674 -27%
M
1088
MOTCO
Texas
$981K +$16.1K +130 +2%
IF
1089
Insight Folios
North Carolina
$979K -$30.9K -249 -3%
KI
1090
Keystone Investors
Singapore
$977K +$892K +7,180 New
AWM
1091
Axxcess Wealth Management
California
$976K +$891K +7,173 New
GM
1092
GeoWealth Management
Illinois
$971K +$498K +4,006 +128%
MWM
1093
Modern Wealth Management
Kansas
$964K +$880K +7,083 New
Kovitz Investment Group Partners
1094
Kovitz Investment Group Partners
Illinois
$958K +$874K +7,040 New
MWA
1095
MFA Wealth Advisors
Pennsylvania
$956K +$12K +97 +1%
KIA
1096
Knollwood Investment Advisory
Maryland
$955K
AI
1097
AXS Investments
New York
$952K -$99.4K -800 -10%
BPGAM
1098
BTG Pactual Global Asset Management
Bermuda
$952K +$869K +7,000 New
OMC
1099
Oasis Management Company
Cayman Islands
$952K +$869K +7,000 New
MAM
1100
MWA Asset Management
Massachusetts
$948K +$31.1K +250 +4%