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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1476
Catalyst Financial Partners
Massachusetts
$964K +$65K +695 +8%
CWP
1477
Curated Wealth Partners
California
$960K +$97.5K +1,043 +12%
LAM
1478
L2 Asset Management
Massachusetts
$960K +$40.2K +430 +5%
MMPW
1479
Mitchell McLeod Pugh & Williams
Alabama
$959K -$5.14K -55 -0.5%
MCI
1480
MRP Capital Investments
Georgia
$959K -$136K -1,450 -12%
TCM
1481
Triumph Capital Management
Colorado
$958K +$263K +2,813 +40%
CA
1482
Claro Advisors
Massachusetts
$957K -$842 -9 -0.1%
OL
1483
Optas LLC
Texas
$945K +$12.3K +132 +1%
HCM
1484
Hollencrest Capital Management
California
$944K +$674K +7,211 +298%
SIA
1485
SGL Investment Advisors
Montana
$938K +$43.5K +465 +5%
PCM
1486
Parsons Capital Management
Rhode Island
$931K +$889K +9,507 New
ABLA
1487
Alan B. Lancz & Associates
Ohio
$931K +$93.5K +1,000 +12%
CAM
1488
Creekmur Asset Management
Illinois
$930K -$274K -2,935 -24%
VNA
1489
Valley National Advisers
Pennsylvania
$927K +$5.14K +55 +0.6%
BHWM
1490
Bar Harbor Wealth Management
New Hampshire
$925K +$883K +9,441 New
OPWM
1491
Oxinas Partners Wealth Management
Indiana
$923K +$11.4K +122 +1%
EA
1492
Everpar Advisors
Oklahoma
$915K -$27.9K -298 -3%
SIA
1493
Soltis Investment Advisors
Utah
$914K +$12K +128 +1%
BAM
1494
BOCHK Asset Management
Hong Kong
$911K +$870K +9,300 New
CIAS
1495
Capital Investment Advisory Services
North Carolina
$908K +$111K +1,186 +15%
LIA
1496
Lynx Investment Advisory
District of Columbia
$908K -$6.08K -65 -0.7%
TPWA
1497
Twin Peaks Wealth Advisors
California
$907K -$3.55K -38 -0.4%
Two Sigma Investments
1498
Two Sigma Investments
New York
$901K -$15M -159,921 -95%
ANTB
1499
AMG National Trust Bank
Colorado
$895K -$34.5K -369 -4%
FC
1500
Financial Consulate
Maryland
$891K +$850K +9,091 New