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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
901
Private Wealth Partners
California
$4.41M +$1.58M +12,025 +57%
HTI
902
Hikari Tsushin Inc
Japan
$4.4M – – –
NSEDCP
903
NJ State Employees Deferred Compensation Plan
New Jersey
$4.4M – – –
BCFD
904
Boit C.F. David
$4.39M – – –
SWM
905
Sendero Wealth Management
Texas
$4.39M +$368K +2,800 +9%
NAM
906
NTV Asset Management
West Virginia
$4.39M -$1.18K -9 -0%
RIL
907
Rothschild Investment LLC
Illinois
$4.38M -$48.6K -370 -1%
BE
908
Bonness Enterprises
District of Columbia
$4.38M – – –
SW
909
StrongBox Wealth
Missouri
$4.38M +$399K +3,041 +10%
CAI
910
Capital Advisors Inc
Oklahoma
$4.38M -$6.7K -51 -0.2%
PWG
911
Portside Wealth Group
Utah
$4.38M -$1.58M -12,043 -27%
BBA
912
BLB&B Advisors
Pennsylvania
$4.38M -$32.4K -247 -0.8%
IBOK
913
Independence Bank of Kentucky
Kentucky
$4.36M -$91.5K -697 -2%
BFA
914
Benedict Financial Advisors
Georgia
$4.35M -$70.6K -538 -2%
ANTB
915
AMG National Trust Bank
Colorado
$4.35M +$90.3K +688 +2%
BCFS
916
Butensky & Cohen Financial Security
Florida
$4.34M +$50.9K +388 +1%
CC
917
Courier Capital
New York
$4.34M +$265K +2,021 +7%
NSB
918
Norway Savings Bank
Maine
$4.34M -$50.5K -385 -1%
AWA
919
Arkadios Wealth Advisors
Georgia
$4.33M +$603K +4,593 +17%
MC
920
Middleton & Co
Massachusetts
$4.31M -$111K -843 -3%
BFO
921
Biltmore Family Office
North Carolina
$4.3M +$382K +2,908 +10%
NG
922
Norden Group
Utah
$4.29M -$765K -5,824 -15%
TC
923
Truvestments Capital
Florida
$4.28M -$545K -4,153 -12%
WPC
924
Wedmont Private Capital
Pennsylvania
$4.27M +$158K +1,203 +4%
NCM
925
Nearwater Capital Markets
Ireland
$4.27M +$4.19M +31,900 New