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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1851
Keudell/Morrison Wealth Management
Oregon
$4M +$3.88M +11,400 New
GTAM
1852
Global Trust Asset Management
Florida
$3.99M +$567K +1,664 +17%
PWPS
1853
Pinnacle Wealth Planning Services
Ohio
$3.99M -$188K -551 -5%
BP
1854
BBR Partners
New York
$3.97M +$165K +485 +4%
Verition Fund Management
1855
Verition Fund Management
Connecticut
$3.96M +$1.01M +2,962 +36%
SLC
1856
Second Line Capital
Louisiana
$3.96M +$103K +302 +3%
GCM
1857
Gables Capital Management
Florida
$3.96M -$34.1K -100 -0.9%
SFO
1858
Stenger Family Office
Illinois
$3.96M +$336K +987 +10%
FAM
1859
Fairtree Asset Management
South Africa
$3.95M +$1.59M +4,679 +71%
AWM
1860
Ameliora Wealth Management
Switzerland
$3.94M +$418K +1,226 +12%
GA
1861
GoalVest Advisory
New York
$3.93M +$252K +739 +7%
AA
1862
Argent Advisors
Louisiana
$3.93M +$1.37M +4,029 +56%
ACGA
1863
Atlanta Consulting Group Advisors
Georgia
$3.93M +$306K +897 +9%
CWAG
1864
Compton Wealth Advisory Group
Virginia
$3.91M +$17K +50 +0.4%
SIC
1865
SJS Investment Consulting
Ohio
$3.91M +$29.6K +87 +0.8%
TCBWMS
1866
Texas Capital Bank Wealth Management Services
Texas
$3.91M +$918K +2,695 +32%
HP
1867
Hilltop Partners
Indiana
$3.91M +$754K +2,212 +25%
CFMC
1868
Curbstone Financial Management Corp
New Hampshire
$3.9M -$1.36K -4 -0%
GCA
1869
Gallagher Capital Advisors
Texas
$3.9M -$20.8K -61 -0.5%
MW
1870
Maia Wealth
Colorado
$3.89M +$102K +300 +3%
ACM
1871
Accent Capital Management
Ohio
$3.89M -$9.88K -29 -0.3%
MFA
1872
Mayflower Financial Advisors
Massachusetts
$3.88M -$103K -302 -3%
JSC
1873
Jackson Square Capital
California
$3.87M +$542K +1,592 +17%
ECA
1874
Elevate Capital Advisors
Colorado
$3.87M +$42.9K +126 +1%
GJWM
1875
Gilliland Jeter Wealth Management
Arkansas
$3.87M -$7.5K -22 -0.2%