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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1351
CRA Financial Services
New Jersey
$327K – – –
GIA
1352
Gladstone Institutional Advisory
Florida
$327K -$23.6K -30 -8%
NPF
1353
Norris Perne & French
Michigan
$325K – – –
ATIA
1354
American Trust Investment Advisors
New Hampshire
$324K – – –
LHWM
1355
Lake Hills Wealth Management
Texas
$322K +$262K +333 New
GTAM
1356
Global Trust Asset Management
Florida
$322K +$81.8K +104 +46%
SW
1357
SVB Wealth
Massachusetts
$320K -$92K -117 -26%
NWMG
1358
National Wealth Management Group
Ohio
$319K +$259K +330 New
PAS
1359
Parsonex Advisory Services
Colorado
$318K -$1.57K -2 -0.6%
MHR
1360
Matthew Hamilton Rosenberg
$318K – – –
TBA
1361
Tower Bridge Advisors
Pennsylvania
$317K -$19.7K -25 -7%
CIG
1362
Cascade Investment Group
Colorado
$317K -$2.36K -3 -0.9%
CT
1363
Chicago Trust
Illinois
$316K +$1.57K +2 +0.6%
WP
1364
Westmount Partners
California
$315K +$247K +314 New
HFW
1365
Horizon Family Wealth
Illinois
$314K +$1.57K +2 +0.6%
TM
1366
TigerOak Management
New Mexico
$314K – – –
EGWAG
1367
Elwood & Goetz Wealth Advisory Group
Georgia
$314K +$255K +324 New
Zurich Cantonal Bank
1368
Zurich Cantonal Bank
Switzerland
$313K +$195K +248 +331%
QPBE
1369
Quintet Private Bank (Europe)
Luxembourg
$310K +$11.8K +15 +5%
FWM
1370
FMB Wealth Management
California
$309K – – –
CC
1371
Courier Capital
New York
$309K +$46.4K +59 +23%
DPI
1372
Diversified Portfolios Inc
Michigan
$308K +$5.5K +7 +2%
GAM
1373
Gotham Asset Management
New York
$308K +$24.4K +31 +11%
AFM
1374
Aspetuck Financial Management
Connecticut
$306K -$8.65K -11 -3%
MG
1375
McHugh Group
Ohio
$305K – – –