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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1001
Tributary Capital Management
Nebraska
$686K -$25.7K -130 -3%
IFWM
1002
Institute for Wealth Management
Colorado
$680K +$39.9K +202 +6%
DAM
1003
Diamant Asset Management
Connecticut
$677K +$241K +1,220 +51%
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$675K -$31.6K -160 -4%
MCM
1005
Marsico Capital Management
Colorado
$672K
RIA
1006
Realta Investment Advisors
Delaware
$669K +$7.51K +38 +1%
VFA
1007
Voya Financial Advisors
Connecticut
$668K -$91.9K -465 -12%
GF
1008
Gries Financial
Ohio
$668K -$68.8K -348 -9%
YIH
1009
Y-Intercept (HK)
Hong Kong
$666K +$699K +3,534 New
AWM
1010
Aberdeen Wealth Management
Illinois
$665K
WTC
1011
WhitTier Trust Company
Nevada
$662K +$2.96K +15 +0.4%
CF
1012
Copperwynd Financial
Arizona
$656K -$94.7K -479 -12%
SW
1013
SVB Wealth
Massachusetts
$654K -$190K -960 -22%
BAMF
1014
BI Asset Management Fondsmaeglerselskab
Denmark
$648K -$170K -860 -20%
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$645K -$5.93K -30 -0.9%
MM
1016
MQS Management
New York
$645K +$676K +3,422 New
HCP
1017
Holt Capital Partners
Texas
$643K +$204K +1,030 +43%
OA
1018
Oxbow Advisors
Texas
$639K -$23.5K -119 -3%
BLC
1019
Brown, Lisle/Cummings
Rhode Island
$636K +$119K +600 +22%
SAM
1020
Silvercrest Asset Management
New York
$636K -$21K -106 -3%
BFS
1021
Bard Financial Services
Connecticut
$633K -$34.6K -175 -5%
IP
1022
Intellectus Partners
California
$632K -$465K -2,353 -41%
TWM
1023
Thrive Wealth Management
Pennsylvania
$631K +$66.4K +336 +11%
DAS
1024
Dynamic Advisor Solutions
Arizona
$628K -$159K -805 -19%
NC
1025
NovaPoint Capital
Georgia
$627K +$35.4K +179 +6%