Name Holding Trade Value Shares
Change
Change in
Stake
DA
1826
Denali Advisors
California
$538K -$12.7K -33 -2%
1WM
1827
1900 Wealth Management
Texas
$538K -$51.2K -133 -9%
MC
1828
Mirabaud & Cie
Switzerland
$530K -$3.13M -8,128 -86%
SSW
1829
Smith Shellnut Wilson
Mississippi
$530K – – –
OR
1830
Olympiad Research
Connecticut
$529K +$83.2K +216 +19%
LWM
1831
Liberty Wealth Management
California
$528K +$526K +1,365 New
CWM
1832
Cornerstone Wealth Management
Missouri
$527K +$18.5K +48 +4%
KSB
1833
Kennebec Savings Bank
Maine
$526K +$45.1K +117 +9%
AIM
1834
ARK Investment Management
Florida
$526K +$192K +498 +58%
NB
1835
Northwest Bancshares
Pennsylvania
$523K – – –
PWA
1836
Phoenix Wealth Advisors
North Carolina
$523K – – –
NFSG
1837
Newbridge Financial Services Group
Florida
$522K +$118K +307 +29%
SB
1838
Sunflower Bank
Texas
$521K +$124K +322 +31%
MMC
1839
Mizuho Markets Cayman
Cayman Islands
$518K -$57.8K -150 -10%
WSC
1840
Wellington Shields & Co
New York
$516K -$1.93K -5 -0.4%
CCC
1841
Compass Capital Corp
Massachusetts
$515K -$670K -1,740 -55%
CWM
1842
Cordatus Wealth Management
Pennsylvania
$515K -$5.11M -13,253 -91%
FFA
1843
Florida Financial Advisors
Florida
$514K +$78.2K +203 +18%
AIM
1844
Alhambra Investment Management
Florida
$514K +$3.08K +8 +0.6%
CH
1845
Cromwell Holdings
Wyoming
$514K +$41.6K +108 +9%
PCM
1846
Polymer Capital Management
New York
$514K +$512K +1,329 New
OP
1847
Oslo Pensjonsforsikring
$513K – – –
LA
1848
LM Advisors
California
$513K -$3.08K -8 -0.6%
PPW
1849
Parcion Private Wealth
Washington
$513K -$52.8K -137 -9%
IDA
1850
Intelligence Driven Advisers
California
$513K +$112K +291 +28%