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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1751
Castleview Partners
Texas
$293K +$304K +222 New
HWA
1752
HHM Wealth Advisors
Tennessee
$292K -$4.11K -3 -1%
MAM
1753
Milestone Asset Management
Pennsylvania
$292K
HDIM
1754
Hanson & Doremus Investment Management
Vermont
$291K
AA
1755
Apriem Advisors
California
$291K +$32.9K +24 +12%
EDRH
1756
Edmond de Rothschild Holding
Switzerland
$291K +$60.3K +44 +25%
NFG
1757
Nations Financial Group
Iowa
$291K +$301K +220 New
CWP
1758
Curated Wealth Partners
California
$289K -$167K -122 -36%
PAM
1759
Palisade Asset Management
Minnesota
$289K
TFP
1760
TrueWealth Financial Partners
Washington
$289K +$300K +219 New
SIS
1761
Sound Income Strategies
Florida
$288K +$78.1K +57 +37%
PAA
1762
Peregrine Asset Advisers
Oregon
$288K -$4.11K -3 -1%
SBWIC
1763
Schaper Benz & Wise Investment Counsel
Wisconsin
$288K -$11K -8 -4%
MG
1764
McHugh Group
Ohio
$286K +$2.74K +2 +0.9%
EWM
1765
Endowment Wealth Management
Wisconsin
$285K -$52.1K -38 -15%
PWM
1766
Pines Wealth Management
North Carolina
$284K +$295K +215 New
SCA
1767
STALEY CAPITAL ADVISERS
Pennsylvania
$284K
GWM
1768
GDS Wealth Management
Texas
$284K +$19.2K +14 +7%
EAN
1769
Excelsior Advisor Network
Colorado
$284K +$20.6K +15 +8%
BSSFA
1770
Baron Silver Stevens Financial Advisors
Florida
$283K
AT
1771
Avalon Trust
New Mexico
$283K +$52.1K +38 +22%
AIA
1772
AssuredPartners Investment Advisors
Florida
$282K +$9.59K +7 +3%
PPC
1773
Park Place Capital
Alabama
$281K -$5.48K -4 -2%
BPWM
1774
Badgley Phelps Wealth Managers
Washington
$281K +$2.74K +2 +0.9%
WCM
1775
Whitener Capital Management
North Carolina
$280K