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Name Holding Trade Value Shares
Change
Change in
Stake
NFGCM
401
Norman Fields Gottscho Capital Management
New York
$269K
PWM
402
Perigon Wealth Management
California
$264K +$751 +9 +0.3%
SL
403
Summitry LLC
California
$264K +$3.09K +37 +1%
BP
404
Ballentine Partners
Massachusetts
$263K -$60.6K -726 -17%
GWMR
405
GC Wealth Management RIA
Massachusetts
$263K +$294K +3,524 New
SLWA
406
San Luis Wealth Advisors
California
$261K +$29.3K +351 +11%
LSA
407
Lion Street Advisors
Texas
$257K +$259K +3,100 New
FW
408
FullCircle Wealth
Texas
$256K +$45.3K +543 +19%
MCM
409
MAI Capital Management
Ohio
$252K -$147K -1,761 -34%
NVCHI
410
New Vernon Capital Holdings II
New Jersey
$248K +$278K +3,326 New
KCM
411
Kathmere Capital Management
Pennsylvania
$246K -$8.68K -104 -3%
MA
412
MJP Associates
Connecticut
$243K -$3.25K -39 -1%
CT
413
Chicago Trust
Illinois
$241K +$26.3K +315 +11%
EFG
414
Ethos Financial Group
Pennsylvania
$238K
SG Americas Securities
415
SG Americas Securities
New York
$236K -$710K -8,502 -73%
BFO
416
Boston Family Office
Massachusetts
$235K
GIM
417
Glenmede Investment Management
Pennsylvania
$232K +$18.9K +226 +8%
ACP
418
Argyle Capital Partners
California
$231K
BCIM
419
British Columbia Investment Management
British Columbia, Canada
$230K +$258K +3,089 New
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$230K +$13.4K +160 +5%
QCM
421
QRG Capital Management
Illinois
$229K -$59.7K -715 -19%
SC
422
Saturna Capital
Washington
$227K -$25K -300 -9%
IWA
423
Icon Wealth Advisors
Texas
$227K +$254K +3,043 New
BBW
424
Blue Barn Wealth
Utah
$226K +$253K +3,031 New
EA
425
Everpar Advisors
Oklahoma
$222K -$28.4K -340 -10%