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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1651
Tempus Wealth Planning
California
$338K +$12K +55 +3%
APW
1652
Aurora Private Wealth
New Jersey
$338K +$73.2K +335 +25%
WG
1653
Welch Group
Alabama
$337K +$23.8K +109 +7%
Nomura Holdings
1654
Nomura Holdings
Japan
$335K -$1.28M -5,881 -78%
PCMC
1655
Private Capital Management (Colorado)
Colorado
$335K
CFA
1656
Capstone Financial Advisors
Illinois
$334K +$37.1K +170 +12%
IBOK
1657
Independence Bank of Kentucky
Kentucky
$333K
CTA
1658
Colonial Trust Advisors
South Carolina
$332K -$87.4K -400 -20%
CPO
1659
Cerity Partners OCIO
New York
$332K +$63.6K +291 +22%
CC
1660
Capital Counsel
New York
$329K
PCS
1661
Personal CFO Solutions
New Jersey
$328K -$103K -473 -23%
CCG
1662
Chatham Capital Group
Georgia
$328K
BPCE
1663
Bank Pictet & Cie (Europe)
Germany
$327K -$131K -602 -27%
VCM
1664
Vivaldi Capital Management
Illinois
$327K +$45.2K +207 +15%
XSC
1665
X-Square Capital
Puerto Rico
$326K -$78.4K -359 -18%
TF
1666
TimeScale Financial
Massachusetts
$326K -$77.8K -356 -18%
LWM
1667
Liberty Wealth Management
California
$326K +$14.9K +68 +4%
RCAMU
1668
Rothschild & Co Asset Management US
Connecticut
$324K
FTC
1669
Farmers Trust Company
Ohio
$322K -$23.2K -106 -6%
CPSAC
1670
Chas P. Smith & Associates (CPS)
Florida
$319K +$17.7K +81 +5%
3F
1671
360 Financial
Minnesota
$318K
BFIM
1672
Beese Fulmer Investment Management
Ohio
$317K
PDM
1673
Penn Davis McFarland
Texas
$317K
BWP
1674
Bernardo Wealth Planning
Pennsylvania
$317K +$7.64K +35 +2%
VVP
1675
Venture Visionary Partners
Ohio
$316K