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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
1276
V-Square Quantitative Management
Illinois
$5.27M +$1.28M +3,150 +40%
LA
1277
LVW Advisors
New York
$5.26M +$886K +2,183 +25%
BCP
1278
Balance Capital Partners
New York
$5.25M +$4.46M +11,000 New
EAM
1279
EdenTree Asset Management
United Kingdom
$5.25M
HFM
1280
Hartford Financial Management
Connecticut
$5.23M -$477K -1,175 -10%
PVI
1281
Pine Valley Investments
New Jersey
$5.23M +$42.6K +105 +1%
AWE
1282
Avidian Wealth Enterprises
Texas
$5.23M +$381K +940 +9%
SWM
1283
Sendero Wealth Management
Texas
$5.21M +$1.73M +4,259 +64%
CAM
1284
Carret Asset Management
New York
$5.18M -$52.8K -130 -1%
NP
1285
NorthRock Partners
Minnesota
$5.15M -$280K -691 -6%
MW
1286
Maia Wealth
Colorado
$5.14M -$579K -1,428 -12%
SAI
1287
Savvy Advisors Inc
New York
$5.13M +$483K +1,190 +12%
MPA
1288
Marvin & Palmer Associates
Delaware
$5.08M -$243K -600 -5%
LF
1289
Lighthouse Financial
Florida
$5.05M +$113K +278 +3%
AIM
1290
Advyzon Investment Management
Illinois
$5.05M +$711K +1,751 +20%
BAM
1291
Bell Asset Management
Australia
$5.01M +$75.1K +185 +2%
CCIA
1292
Campbell & Co Investment Adviser
Maryland
$4.99M +$4.24M +10,446 New
ICP
1293
Interchange Capital Partners
Pennsylvania
$4.99M +$1.2M +2,961 +40%
PIM
1294
Penobscot Investment Management
Massachusetts
$4.98M +$237K +585 +6%
DILIC
1295
Dai-ichi Life Insurance Company
Japan
$4.97M +$185K +456 +5%
DFG
1296
Dupree Financial Group
Kentucky
$4.96M +$23.9K +59 +0.6%
IWM
1297
IHT Wealth Management
Illinois
$4.96M -$45.4K -112 -1%
KWM
1298
Kingsman Wealth Management
Florida
$4.95M +$1.96M +4,827 +87%
IFO
1299
Independent Family Office
New York
$4.95M +$12.2K +30 +0.3%
GFPC
1300
Global Financial Private Client
Florida
$4.93M +$59.7K +147 +1%