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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
651
Peterson Wealth Services
Utah
$3.12M +$18.6K +105 +0.7%
MCM
652
Mitchell Capital Management
Kansas
$3.09M +$2.77M +15,675 New
CPA
653
Capital Planning Advisors
California
$3.09M +$89.6K +506 +3%
PHIMC
654
Private Harbour Investment Management & Counsel
Ohio
$3.08M -$126K -709 -4%
AAM
655
Advisors Asset Management
Colorado
$3.06M +$55.6K +314 +2%
PA
656
Pinnacle Associates
New York
$3.05M -$2.3K -13 -0.1%
ZCI
657
Zevenbergen Capital Investments
Washington
$3.05M -$68.2K -385 -2%
SPFA
658
Summit Place Financial Advisors
New Jersey
$3.05M +$196K +1,106 +8%
VIM
659
Vinva Investment Management
Australia
$3.02M +$348K +1,966 +15%
PIWA
660
Prevail Innovative Wealth Advisors
Kansas
$3.01M +$329K +1,861 +14%
FFP
661
FourThought Financial Partners
Florida
$3.01M +$101K +570 +4%
FHB
662
First Hawaiian Bank
Hawaii
$2.99M -$227K -1,281 -8%
HIC
663
Harvey Investment Company
Kentucky
$2.97M -$96.8K -547 -4%
SIC
664
SFE Investment Counsel
California
$2.96M +$17.7K +100 +0.7%
DWM
665
Dorchester Wealth Management
Quebec, Canada
$2.95M -$25.7K -145 -1%
FTDI
666
First Trust Direct Indexing
Massachusetts
$2.94M +$187K +1,057 +8%
BMCM
667
Bryn Mawr Capital Management
Pennsylvania
$2.94M +$1.09M +6,170 +71%
TPA
668
Trivium Point Advisory
Connecticut
$2.92M +$53.8K +304 +2%
CA
669
Cetera Advisors
Colorado
$2.92M +$428K +2,417 +20%
CRA
670
Clear Rock Advisors
Texas
$2.91M +$2.61M +14,757 New
HA
671
Herold Advisors
New York
$2.91M -$42.5K -240 -2%
AIM
672
Arcadia Investment Management
Michigan
$2.88M -$206K -1,165 -7%
IWA
673
Icon Wealth Advisors
Texas
$2.87M +$2.58M +14,554 New
NMIMC
674
Northwestern Mutual Investment Management Company
Wisconsin
$2.87M +$531 +3 +0%
BFPW
675
BOK Financial Private Wealth
Colorado
$2.83M -$204K -1,150 -7%