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Name Holding Trade Value Shares
Change
Change in
Stake
WIS
1726
Wright Investors Service
Connecticut
$4.81M -$534K -1,567 -10%
PWAM
1727
Papamarkou Wellner Asset Management
New York
$4.81M +$7.16K +21 +0.2%
WIM
1728
WealthPlan Investment Management
Nebraska
$4.8M +$3.14M +9,206 +205%
SC
1729
Solstein Capital
California
$4.8M -$1.36K -4 -0%
JCM
1730
Jag Capital Management
Missouri
$4.79M -$14K -41 -0.3%
NW
1731
Naviter Wealth
Arkansas
$4.78M -$1.03M -3,023 -18%
KWM
1732
Keebeck Wealth Management
Illinois
$4.78M -$1.58M -4,651 -25%
AAM
1733
Azzad Asset Management
Virginia
$4.77M +$150K +439 +3%
CCA
1734
Checchi Capital Advisers
California
$4.76M -$365K -1,072 -7%
LSPW
1735
Lake Street Private Wealth
Illinois
$4.76M -$6.13K -18 -0.1%
AF
1736
Arrow Financial
New York
$4.76M -$100K -294 -2%
TAI
1737
Terra Alpha Investments
District of Columbia
$4.74M -$93.4K -274 -2%
SFM
1738
Signet Financial Management
New Jersey
$4.74M -$43.6K -128 -0.9%
NG
1739
Northstar Group
New York
$4.72M +$150K +441 +3%
QWM
1740
Quadcap Wealth Management
Texas
$4.72M -$80.4K -236 -2%
GWM
1741
Gibbs Wealth Management
Georgia
$4.71M -$670K -1,967 -13%
MBT
1742
Montecito Bank & Trust
California
$4.71M -$69.2K -203 -1%
William Blair Investment Management
1743
William Blair Investment Management
Illinois
$4.7M +$4.57M +13,400 New
CF
1744
Centaurus Financial
California
$4.7M -$216K -634 -5%
CCS
1745
Concentric Capital Strategies
Connecticut
$4.69M +$4.55M +13,366 New
DP
1746
Dearborn Partners
Illinois
$4.67M -$115K -339 -2%
PPWP
1747
Premier Path Wealth Partners
New Jersey
$4.66M +$583K +1,711 +15%
EFG
1748
Everhart Financial Group
Ohio
$4.66M +$417K +1,223 +10%
TPI
1749
Trust Point Inc
Wisconsin
$4.65M -$104K -304 -2%
IC
1750
Inscription Capital
Texas
$4.64M +$156K +457 +4%