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Name Holding Trade Value Shares
Change
Change in
Stake
GLR
1076
Great Lakes Retirement
Ohio
$5.8M -$376K -1,092 -6%
JWM
1077
Jupiter Wealth Management
Colorado
$5.8M
PCS
1078
Personal CFO Solutions
New Jersey
$5.8M +$293K +852 +5%
Axa
1079
Axa
France
$5.79M +$2.72M +7,905 +86%
LJAC
1080
L.J. Altfest & Co
New York
$5.77M -$1.06M -3,072 -15%
GXJ
1081
Global X Japan
Japan
$5.76M +$152K +441 +3%
KWA
1082
Kingswood Wealth Advisors
California
$5.76M +$257K +748 +5%
BAM
1083
Belpointe Asset Management
Nevada
$5.76M +$1.14M +3,322 +24%
GMF
1084
Grace & Mercy Foundation
New York
$5.75M -$2.06M -6,000 -26%
GL
1085
Governors Lane
New York
$5.74M -$35M -101,808 -86%
HPM
1086
Hudson Portfolio Management
New York
$5.74M -$238K -692 -4%
SSW
1087
Stone Summit Wealth
Florida
$5.72M -$491K -1,427 -8%
BIA
1088
Benchmark Investment Advisors
Illinois
$5.7M +$5.8M +16,867 New
Kayne Anderson Rudnick Investment Management
1089
Kayne Anderson Rudnick Investment Management
California
$5.69M +$448K +1,302 +8%
PA
1090
Pinnacle Associates
New York
$5.69M +$325K +945 +6%
RIM
1091
Rakuten Investment Management
Japan
$5.67M +$222K +645 +4%
IA
1092
Icon Advisers
Colorado
$5.64M
BIM
1093
Baldwin Investment Management
Pennsylvania
$5.63M +$56.8K +165 +1%
SCM
1094
Stonebridge Capital Management
California
$5.61M +$5.71M +16,590 New
DACS
1095
Dymon Asia Capital (Singapore)
Singapore
$5.59M +$307K +893 +6%
NIWA
1096
New Insight Wealth Advisors
California
$5.59M +$563K +1,637 +11%
JIM
1097
Jensen Investment Management
Oregon
$5.55M -$238K -693 -4%
FGAM
1098
Financial Gravity Asset Management
Texas
$5.55M -$226K -656 -4%
RFN
1099
RDA Financial Network
Iowa
$5.5M +$42.3K +123 +0.8%
ZBNA
1100
Zions Bancorporation, National Association
Utah
$5.48M -$5.5M -15,995 -50%