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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
951
Aigen Investment Management
New York
$675K +$701K +3,475 New
CWM
952
Calamos Wealth Management
Illinois
$671K -$2.83K -14 -0.4%
RWA
953
Ropes Wealth Advisors
Massachusetts
$670K +$269K +1,332 +63%
OWP
954
Obermeyer Wealth Partners
Colorado
$664K +$112K +555 +19%
IEFM
955
IQ EQ Fund Management
Ireland
$663K
BMCM
956
Burns Matteson Capital Management
New York
$661K +$171K +846 +33%
RSC
957
Red Spruce Capital
Pennsylvania
$658K +$3.63K +18 +0.5%
RWM
958
Ritholtz Wealth Management
New York
$658K +$58.7K +291 +9%
IFWM
959
Institute for Wealth Management
Colorado
$653K
WTC
960
WhitTier Trust Company
Nevada
$650K +$14.3K +71 +2%
CI
961
CX Institutional
Indiana
$647K -$1.85M -9,160 -73%
FC
962
FORA Capital
Florida
$646K +$564K +2,797 +528%
Jones Financial Companies
963
Jones Financial Companies
Missouri
$645K -$44.2K -219 -6%
GWM
964
Geneos Wealth Management
Colorado
$638K +$15.1K +75 +2%
ACP
965
Ashfield Capital Partners
California
$628K
BCM
966
Becker Capital Management
Oregon
$625K -$3.43K -17 -0.5%
SAM
967
Silvercrest Asset Management
New York
$623K
QCIG
968
Quad-Cities Investment Group
Iowa
$621K -$55.5K -275 -8%
FBB
969
Fulton Breakefield Broenniman
Maryland
$619K -$135K -670 -17%
PFO
970
Pathstone Family Office
New Jersey
$615K +$236K +1,171 +59%
MCM
971
Marsico Capital Management
Colorado
$611K
CWP
972
Curated Wealth Partners
California
$608K -$43.8K -217 -6%
EW
973
Evoke Wealth
California
$603K -$605 -3 -0.1%
S
974
swisspartners
Liechtenstein
$596K -$98.9K -490 -14%
GIM
975
Groesbeck Investment Management
New Jersey
$596K