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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1076
Compagnie Lombard Odier SCmA
Switzerland
$422K +$128K +178 +41%
CWM
1077
Connecticut Wealth Management
Connecticut
$420K +$7.18K +10 +2%
TPI
1078
Trust Point Inc
Wisconsin
$420K +$10.1K +14 +2%
MCM
1079
Mattern Capital Management
Colorado
$419K +$434K +604 New
CA
1080
Cresta Advisors
Texas
$417K
OWA
1081
Outlook Wealth Advisors
Texas
$416K +$136K +190 +46%
JWM
1082
Jupiter Wealth Management
Colorado
$416K -$89.8K -125 -17%
OGC
1083
Oak Grove Capital
New Hampshire
$416K +$431K +600 New
SC
1084
Solstein Capital
California
$415K -$123K -171 -22%
SPC
1085
Sigma Planning Corp
Michigan
$415K +$38.8K +54 +10%
WANY
1086
Wealthspire Advisors (New York)
New York
$414K -$33.8K -47 -7%
CC
1087
Centiva Capital
New York
$412K +$214K +298 +101%
SB
1088
Strategic Blueprint
Georgia
$410K +$84K +117 +25%
JWM
1089
JGP Wealth Management
Oregon
$408K +$151K +210 +56%
AWA
1090
Arete Wealth Advisors
Illinois
$407K +$421K +586 New
SMA
1091
Sage Mountain Advisors
Georgia
$407K -$75.4K -105 -15%
CWM
1092
Circle Wealth Management
New Jersey
$407K -$327K -455 -44%
PCFFS
1093
Pacific Center for Financial Services
California
$407K
KOCAA
1094
Knights of Columbus Asset Advisors
Connecticut
$405K +$95.5K +133 +29%
CFG
1095
Carr Financial Group
Massachusetts
$405K +$18.7K +26 +5%
MA
1096
MJP Associates
Connecticut
$404K +$86.2K +120 +26%
C
1097
Certuity
Florida
$403K +$105K +146 +33%
CAIMH
1098
Central Asset Investments & Management Holdings
Hong Kong
$402K
BFA
1099
Beaumont Financial Advisors
Massachusetts
$401K +$416K +579 New
AP
1100
Adero Partners
California
$400K +$120K +167 +41%