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Name Holding Trade Value Shares
Change
Change in
Stake
IP
901
Intellectus Partners
California
$1.71M -$286K -4,000 -12%
FHA
902
Flagship Harbor Advisors
Massachusetts
$1.71M +$779K +10,909 +62%
KJWM
903
Kiley Juergens Wealth Management
Washington
$1.71M -$105K -1,475 -5%
AIC
904
Ayalon Insurance Company
Israel
$1.71M
PM
905
Parametrica Management
Hong Kong
$1.7M +$805K +11,270 +66%
B
906
BloombergSen
Ontario, Canada
$1.69M +$716K +10,025 +56%
CA
907
Cornerstone Advisors
North Carolina
$1.68M +$900K +12,600 +82%
WFC
908
Western Financial Corp
California
$1.68M +$171K +2,391 +9%
Bessemer Group
909
Bessemer Group
New Jersey
$1.62M -$134M -1,876,702 -99%
MSAM
910
Moloney Securities Asset Management
Missouri
$1.62M +$122K +1,711 +7%
FCM
911
Fourpath Capital Management
Oklahoma
$1.61M +$747K +10,466 +64%
MFS
912
Miller Financial Services
Michigan
$1.6M +$1.89M +26,470 New
PWM
913
Palacios Wealth Management
Florida
$1.59M +$1.71M +23,948 New
PL
914
Perpetual Ltd
Australia
$1.59M +$1.56M +21,865 +485%
JRP
915
Jasper Ridge Partners
California
$1.59M +$143 +2 +0%
EWM
916
EPG Wealth Management
Georgia
$1.58M -$313K -4,386 -14%
HIIFS
917
Harel Insurance Investments & Financial Services
Israel
$1.58M -$22.2K -311 -1%
NIM
918
Northeast Investment Management
Massachusetts
$1.57M -$312K -4,366 -14%
WANY
919
Wealthspire Advisors (New York)
New York
$1.57M +$64.6K +905 +4%
1WM
920
1858 Wealth Management
Ohio
$1.57M -$308K -4,318 -14%
HPG
921
Harvest Portfolios Group
Ontario, Canada
$1.56M +$840K +11,769 +84%
CT
922
Clearstead Trust
Maine
$1.55M +$1.84M +25,762 New
DTL
923
Dynamic Technology Lab
Singapore
$1.55M -$2.13M -29,878 -54%
MWAM
924
Manhattan West Asset Management
California
$1.55M +$1.83M +25,683 New
SFCL
925
Strengthening Families & Communities LLC
Massachusetts
$1.55M +$1.75M +24,508 +2,198%