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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1451
Catalyst Capital Advisors
New York
$45.7K -$1.46K -2 -3%
CWM
1452
Compass Wealth Management
Connecticut
$45.1K – – –
FDCP
1453
Foster Dykema Cabot & Partners
Massachusetts
$45.1K – – –
CWP
1454
Concord Wealth Partners
Virginia
$44.4K -$208K -286 -81%
IMC
1455
Investment Management Corporation
Virginia
$44.2K – – –
PP
1456
Pingora Partners
Wyoming
$43.7K – – –
ATC
1457
Adirondack Trust Company
New York
$43.7K – – –
ABWM
1458
Alpine Bank Wealth Management
Colorado
$43.1K +$47.3K +65 New
FNWM
1459
Financial Network Wealth Management
Utah
$42K +$46.6K +64 New
PB
1460
Pinnacle Bancorp
Nebraska
$41.7K +$45.8K +63 New
JSAM
1461
J. Safra Asset Management
New York
$39.8K +$43.6K +60 New
EPIMS
1462
Evelyn Partners Investment Management Services
$39.1K – – –
KB
1463
Kimelman & Baird
New York
$36.4K – – –
GKIM
1464
GW&K Investment Management
Massachusetts
$36K – – –
WF
1465
Wayfinding Financial
Washington
$35K +$38.6K +53 New
RWM
1466
Raffa Wealth Management
District of Columbia
$33.8K -$5.09K -7 -12%
KC
1467
Knuff & Co
California
$33.1K +$36.4K +50 New
AIC
1468
Archer Investment Corporation
Indiana
$31.2K – – –
HHGA
1469
Halbert Hargrove Global Advisors
California
$30.4K +$727 +1 +2%
TIM
1470
Thompson Investment Management
Wisconsin
$29.8K – – –
SA
1471
SRH Advisors
Kansas
$27.8K – – –
BCV
1472
Banque Cantonale Vaudoise
Switzerland
$27K +$29.8K +41 New
EWP
1473
Elevation Wealth Partners
California
$26.5K – – –
FW
1474
Fairway Wealth
Ohio
$26.5K +$7.28K +10 +33%
RF
1475
Robinswood Financial
Washington
$26.5K +$29.1K +40 New