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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1076
Gateway Wealth Partners
Wisconsin
$681K +$43.3K +250 +7%
FFP
1077
FourThought Financial Partners
Florida
$679K +$2.42K +14 +0.4%
Bank Julius Baer & Co
1078
Bank Julius Baer & Co
Switzerland
$677K +$421K +2,435 +159%
AA
1079
Altrafin AG
$677K – – –
EFG
1080
Everhart Financial Group
Ohio
$676K +$166K +957 +32%
AFA
1081
Arlington Financial Advisors
California
$675K +$2.08K +12 +0.3%
LAIC
1082
Lederer & Associates Investment Counsel
California
$673K +$683K +3,947 New
SMH
1083
Sanders Morris Harris
Texas
$672K -$3.36M -19,400 -83%
NB
1084
Nicolet Bankshares
Wisconsin
$671K -$47.9K -277 -7%
PBC
1085
Pavion Blue Capital
California
$667K +$7.79K +45 +1%
Loring Wolcott & Coolidge Fiduciary Advisors
1086
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$657K -$173K -1,000 -21%
GFPC
1087
Global Financial Private Client
Florida
$656K +$8.13K +47 +1%
CF
1088
Clarity Financial
Texas
$655K +$16.1K +93 +2%
LA
1089
LexAurum Advisors
Kansas
$655K +$72K +416 +12%
TTIC
1090
Tower Trust & Investment Company
Iowa
$654K +$617K +3,567 New
SRA
1091
Secured Retirement Advisors
Minnesota
$652K -$18.5K -107 -3%
FCMT
1092
Founders Capital Management (Texas)
Texas
$651K -$18.2K -105 -3%
WDG
1093
Wealth Dimensions Group
Ohio
$650K -$86.5K -500 -12%
Iconiq Capital
1094
Iconiq Capital
California
$649K +$303K +1,752 +85%
ESB
1095
Essex Savings Bank
Connecticut
$649K +$76.3K +441 +13%
GCIA
1096
Gabelli & Co Investment Advisers
New York
$648K – – –
SN
1097
Sittner & Nelson
Oregon
$646K +$3.81K +22 +0.6%
GAMC
1098
Garner Asset Management Corp
Texas
$645K -$45K -260 -6%
PCA
1099
Prosperity Capital Advisors
Ohio
$644K -$92.3K -533 -12%
PWP
1100
Private Wealth Partners
California
$644K +$2.6K +15 +0.4%