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Name Holding Trade Value Shares
Change
Change in
Stake
S
2101
swisspartners
Liechtenstein
$334K +$337K +3,100 New
WR
2102
WD Rutherford
Oregon
$332K +$329K +3,030 New
CFO
2103
CVA Family Office
Colorado
$330K – – –
BCM
2104
BTC Capital Management
Iowa
$329K – – –
PCM
2105
Prelude Capital Management
New York
$328K +$326K +3,000 New
CS
2106
Cannell & Spears
New York
$327K -$30K -276 -8%
PWA
2107
Providence Wealth Advisors
Illinois
$327K – – –
BB
2108
Bell Bank
North Dakota
$327K +$25.4K +234 +8%
LF
2109
Lee Financial
Texas
$326K – – –
SRC
2110
Shufro Rose & Co
New York
$325K -$39.5K -363 -11%
COCM
2111
Charter Oak Capital Management
New Hampshire
$325K +$323K +2,972 New
AG
2112
AIA Group
Hong Kong
$324K +$293K +2,696 New
CA
2113
Claro Advisors
Massachusetts
$321K -$76.1K -700 -19%
JWA
2114
JFS Wealth Advisors
Pennsylvania
$320K – – –
MC
2115
Mathes Company
New York
$318K – – –
Ninety One (UK)
2116
Ninety One (UK)
United Kingdom
$318K – – –
EI
2117
Ellevest Inc
New York
$318K +$21.4K +197 +7%
SRCM
2118
Swift Run Capital Management
Virginia
$318K +$54.3K +500 +21%
IF
2119
Ironwood Financial
Arizona
$318K +$250K +2,298 +377%
AC
2120
Athanor Capital
New York
$318K +$316K +2,903 New
TCBWMS
2121
Texas Capital Bank Wealth Management Services
Texas
$317K +$57.6K +530 +22%
CCFM
2122
Clear Creek Financial Management
Washington
$317K +$315K +2,899 New
SRC
2123
Sage Rhino Capital
California
$316K -$18.2K -167 -5%
SIA
2124
SeaBridge Investment Advisors
New Jersey
$315K – – –
WCM
2125
Washburn Capital Management
Florida
$315K +$21.8K +201 +8%