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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
826
Spire Wealth Management
Virginia
$16.5M -$3.07M -11,213 -15%
EF
827
Empowered Funds
Pennsylvania
$16.5M +$1.2M +4,390 +8%
SW
828
Simplicity Wealth
New Jersey
$16.5M +$431K +1,574 +3%
LDB
829
Lee, Danner & Bass
Tennessee
$16.5M +$17.2M +62,731 New
IMC Chicago
830
IMC Chicago
Illinois
$16.4M +$17.1M +62,550 New
HCMT
831
Highland Capital Management (Tennessee)
Tennessee
$16.4M -$2.65M -9,666 -13%
CIA
832
Concurrent Investment Advisors
Florida
$16.3M +$3.31M +12,065 +24%
TW
833
TritonPoint Wealth
Maryland
$16.2M +$6.85K +25 +0%
RSS
834
Rosenblum Silverman Sutton
California
$16.2M -$104K -378 -0.6%
MCM
835
Makena Capital Management
California
$16.1M +$280K +1,020 +2%
EH
836
Equitable Holdings
New York
$16.1M +$2.42M +8,829 +17%
PF
837
Phoenix Financial
Israel
$16.1M +$617K +2,252 +4%
VFA
838
Valeo Financial Advisors
Indiana
$16.1M +$183K +667 +1%
FFP
839
FourThought Financial Partners
Florida
$16.1M +$807K +2,943 +5%
WC
840
Whitney & Co
New York
$16.1M -$34.3K -125 -0.2%
SCA
841
Stillwater Capital Advisors
Pennsylvania
$16M -$183K -666 -1%
FNFDCM
842
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$16M +$277K +1,011 +2%
TCOV
843
Trust Company of Vermont
Vermont
$15.9M +$285K +1,040 +2%
LGWM
844
Litman Gregory Wealth Management
California
$15.9M +$433K +1,579 +3%
BFS
845
Bradley Foster & Sargent
Connecticut
$15.9M -$10.7K -39 -0.1%
NIM
846
NEOS Investment Management
Connecticut
$15.9M +$5.23M +19,074 +46%
TCM
847
Telos Capital Management
California
$15.8M +$659K +2,405 +4%
NI
848
Nepsis Inc
Minnesota
$15.8M +$253K +924 +2%
EIA
849
Edgemoor Investment Advisors
Maryland
$15.8M +$408K +1,489 +3%
CP
850
CenterBook Partners
Connecticut
$15.7M +$7.04M +25,674 +75%