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Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
1076
Financial Advocates Investment Management
Washington
$329K +$323K +1,989 New
EI
1077
Ethic Inc
New York
$327K +$70.7K +435 +28%
GC
1078
Grace Capital
Massachusetts
$325K +$184K +1,130 +135%
Dodge & Cox
1079
Dodge & Cox
California
$323K
NPA
1080
Nichols & Pratt Advisers
Massachusetts
$322K
EFS
1081
Essex Financial Services
Connecticut
$321K -$16.3K -100 -5%
EWM
1082
EPG Wealth Management
Georgia
$320K +$56.9K +350 +22%
TCOT
1083
Trust Company of Toledo
Ohio
$319K +$314K +1,928 New
DAM
1084
Diamant Asset Management
Connecticut
$318K
UB
1085
UMB Bank
Missouri
$317K
AWE
1086
Avidian Wealth Enterprises
Texas
$315K +$18.5K +114 +6%
LCP
1087
Legacy Capital Partners
Wisconsin
$314K +$108K +665 +54%
RWA
1088
Ropes Wealth Advisors
Massachusetts
$313K +$4.72K +29 +2%
GSEP
1089
Golden State Equity Partners
California
$313K +$308K +1,895 New
MFG
1090
Magnus Financial Group
New York
$312K -$161K -989 -34%
BHA
1091
Beech Hill Advisors
New York
$312K
BAM
1092
Berkshire Asset Management
Pennsylvania
$309K -$12.8K -79 -4%
MA
1093
MJP Associates
Connecticut
$307K +$301K +1,853 New
MCCP
1094
Mission Creek Capital Partners
California
$305K
GPGA
1095
Grandeur Peak Global Advisors
Utah
$305K +$73.2K +450 +32%
SB
1096
Strategic Blueprint
Georgia
$304K -$583K -3,586 -66%
MS
1097
Maven Securities
Jersey
$304K -$28.5K -175 -9%
OWP
1098
Obermeyer Wealth Partners
Colorado
$304K -$22K -135 -7%
MGIM
1099
M&G Investment Management
United Kingdom
$303K -$614K -3,778 -67%
NHC
1100
Nicholas Hoffman & Company
Georgia
$299K -$17.2K -106 -6%