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Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
1301
Bank Pictet & Cie (Asia)
Singapore
$920K -$20.8K -84 -2%
MA
1302
Montag & Associates
Georgia
$920K +$28.5K +115 +3%
DAM
1303
Doheny Asset Management
California
$914K -$49.5K -200 -5%
FP
1304
Financial Perspectives
Minnesota
$913K +$248 +1 +0%
MCM
1305
Manchester Capital Management
Vermont
$912K -$428K -1,726 -32%
WAM
1306
Weatherly Asset Management
California
$911K
WPC
1307
Waters Parkerson & Co
Louisiana
$906K +$2.97K +12 +0.3%
CAG
1308
Csenge Advisory Group
Florida
$905K -$18.1K -73 -2%
PWPS
1309
Pinnacle Wealth Planning Services
Ohio
$901K +$26.5K +107 +3%
EAM
1310
Exane Asset Management
France
$896K
CI
1311
Cavalier Investments
Georgia
$895K -$503K -2,029 -37%
BSB
1312
Bangor Savings Bank
Maine
$895K +$85.7K +346 +11%
SLT
1313
St Louis Trust
Missouri
$890K
WIC
1314
Wilkins Investment Counsel
Massachusetts
$890K
ISWM
1315
Independent Solutions Wealth Management
New York
$888K -$156K -631 -15%
TCWM
1316
Total Clarity Wealth Management
Illinois
$887K +$27.3K +110 +3%
NFG
1317
Nations Financial Group
Iowa
$887K +$94.6K +382 +12%
JIC
1318
Joel Isaacson & Co
New York
$886K +$22.5K +91 +3%
AIM
1319
Arcadia Investment Management
Michigan
$882K +$14.9K +60 +2%
GCA
1320
Genesee Capital Advisors
New York
$881K +$6.69K +27 +0.8%
WWM
1321
Windsor Wealth Management
Indiana
$880K +$39.1K +158 +4%
SAM
1322
Strategy Asset Managers
California
$874K +$37.7K +152 +5%
CWP
1323
CFM Wealth Partners
Texas
$870K -$84.5K -341 -9%
CT
1324
Chicago Trust
Illinois
$870K +$12.1K +49 +1%
ODCM
1325
Old Dominion Capital Management
Virginia
$869K