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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
951
Institute for Wealth Management
Colorado
$627K +$25.9K +149 +5%
CWP
952
Curated Wealth Partners
California
$624K -$695 -4 -0.1%
MFG
953
Menard Financial Group
Texas
$621K +$34.6K +199 +6%
CF
954
Copperwynd Financial
Arizona
$616K +$79.9K +460 +16%
GWM
955
Geneos Wealth Management
Colorado
$612K -$570K -3,282 -51%
WTC
956
WhitTier Trust Company
Nevada
$612K +$1.04K +6 +0.2%
CRC
957
Curi RMB Capital
Illinois
$611K -$81.5K -469 -13%
ACP
958
Ashfield Capital Partners
California
$603K
BCM
959
Becker Capital Management
Oregon
$603K +$32.8K +189 +6%
SAM
960
Silvercrest Asset Management
New York
$598K
LSA
961
Leonteq Securities AG
Switzerland
$594K -$262K -1,508 -32%
AIM
962
Anchor Investment Management
South Carolina
$593K -$24.3K -140 -4%
GEA
963
Glen Eagle Advisors
New Jersey
$591K +$151K +872 +38%
MCM
964
Marsico Capital Management
Colorado
$586K -$10.5M -60,196 -95%
CC
965
Cipher Capital
New York
$581K -$636K -3,662 -54%
EW
966
Evoke Wealth
California
$579K +$36.1K +208 +7%
RWM
967
Ritholtz Wealth Management
New York
$578K +$98.5K +567 +22%
VCA
968
Verdence Capital Advisors
Maryland
$577K -$109K -627 -17%
HL
969
HeadInvest LLC
Maine
$574K +$18.8K +108 +4%
OPPTF
970
OPSEU Pension Plan Trust Fund
Ontario, Canada
$574K +$63.7K +367 +14%
GIM
971
Groesbeck Investment Management
New Jersey
$572K
FFA
972
First Foundation Advisors
California
$572K +$58.4K +336 +12%
SCM
973
Shelton Capital Management
Colorado
$571K
NW
974
NewEdge Wealth
Pennsylvania
$571K +$695 +4 +0.1%
EDRH
975
Edmond de Rothschild Holding
Switzerland
$571K +$170K +981 +47%