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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1226
Finer Wealth Management
Massachusetts
$3.45M -$59.9K -204 -2%
SWA
1227
Stratos Wealth Advisors
Ohio
$3.44M -$181K -618 -5%
TCWA
1228
Turtle Creek Wealth Advisors
Texas
$3.44M +$1.15M +3,921 +53%
HA
1229
HHLR Advisors
Cayman Islands
$3.43M +$3.32M +11,300 New
S
1230
SharpePoint
Arizona
$3.43M +$117K +400 +4%
BOH
1231
Bank of Hawaii
Hawaii
$3.43M -$135K -459 -4%
MA
1232
Mezzasalma Advisors
New Jersey
$3.41M +$360K +1,226 +13%
LB
1233
Legacy Bridge
Iowa
$3.4M +$49.9K +170 +2%
HAS
1234
HBW Advisory Services
California
$3.4M -$168K -572 -5%
DV Trading
1235
DV Trading
Illinois
$3.4M +$3.28M +11,182 New
Engineers Gate Manager
1236
Engineers Gate Manager
New York
$3.39M +$2.85M +9,723 +673%
CAM
1237
Carret Asset Management
New York
$3.38M -$61.6K -210 -2%
Edgewood Management
1238
Edgewood Management
Connecticut
$3.37M – – –
IFG Advisory
1239
IFG Advisory
Georgia
$3.35M +$1.6M +5,464 +98%
GWM
1240
GSB Wealth Management
Connecticut
$3.34M -$132K -450 -4%
Perigon Wealth Management
1241
Perigon Wealth Management
California
$3.34M +$736K +2,508 +30%
EWM
1242
EPG Wealth Management
Georgia
$3.33M +$156K +532 +5%
WG
1243
WMS Group
Louisiana
$3.32M +$3.22M +10,959 New
Dai-ichi Life Insurance Company
1244
Dai-ichi Life Insurance Company
Japan
$3.32M -$1.47M -5,000 -31%
PWPS
1245
Pinnacle Wealth Planning Services
Ohio
$3.32M -$68.1K -232 -2%
Ameritas Advisory Services
1246
Ameritas Advisory Services
Nebraska
$3.31M -$378K -1,287 -11%
AAM
1247
Azzad Asset Management
Virginia
$3.3M -$27.6K -94 -0.9%
Fiduciary Trust
1248
Fiduciary Trust
Massachusetts
$3.29M +$670K +2,283 +27%
Wealthspire Advisors (New York)
1249
Wealthspire Advisors (New York)
New York
$3.28M +$1.33M +4,543 +73%
KIA
1250
KCM Investment Advisors
California
$3.28M +$91.5K +312 +3%