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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1126
Canopy Partners
Ohio
$2.05M +$18.2K +94 +0.9%
ICP
1127
Impact Capital Partners
Colorado
$2.05M +$2.01M +10,372 New
CIM
1128
Confluence Investment Management
Missouri
$2.04M +$1.55K +8 +0.1%
CA
1129
Callahan Advisors
Texas
$2.04M +$379K +1,959 +23%
HI
1130
Harbour Investments
Wisconsin
$2.03M +$173K +893 +10%
AC
1131
Avestar Capital
New York
$2.01M +$542K +2,798 +38%
S
1132
ShariaPortfolio
Florida
$2.01M -$118K -610 -6%
PM
1133
Parametrica Management
Hong Kong
$2M -$457K -2,359 -19%
GFG
1134
Greystone Financial Group
Michigan
$2M -$159K -822 -8%
GVAG
1135
Great Valley Advisor Group
Delaware
$2M +$291K +1,503 +17%
AAM
1136
AR Asset Management
California
$1.98M
CIA
1137
Cladis Investment Advisory
Montana
$1.97M
PAMI
1138
Perseverance Asset Management International
Cayman Islands
$1.97M +$1.94M +10,000 New
GFPC
1139
Global Financial Private Client
Florida
$1.97M +$330K +1,706 +21%
VAM
1140
Veritas Asset Management
United Kingdom
$1.97M -$1.42M -7,342 -42%
RAG
1141
RIA Advisory Group
Iowa
$1.96M +$1.68M +8,660 +675%
EWM
1142
Empirical Wealth Management
Washington
$1.96M +$207K +1,069 +12%
AWM
1143
Axxcess Wealth Management
California
$1.96M +$182K +941 +10%
GLAM
1144
Gardner Lewis Asset Management
Pennsylvania
$1.95M +$441K +2,278 +30%
HCA
1145
Harbour Capital Advisors
Virginia
$1.95M +$123K +635 +7%
BAM
1146
BOS Asset Management
Illinois
$1.94M -$46.1K -238 -2%
LGA
1147
Lebenthal Global Advisors
New York
$1.94M +$166K +860 +10%
WPW
1148
Waldron Private Wealth
Pennsylvania
$1.94M -$1.94M -10,012 -51%
SW
1149
SteelPeak Wealth
California
$1.93M +$404K +2,085 +27%
NAM
1150
Nutshell Asset Management
United Kingdom
$1.93M +$1.89M +9,750 New