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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
951
Perfromance Wealth Partners
Illinois
$427K +$18.3K +140 +6%
VWM
952
Vigilare Wealth Management
Arizona
$427K +$313K +2,387 New
TVAMP
953
Tennessee Valley Asset Management Partners
Tennessee
$426K +$313K +2,386 New
BCAM
954
Boston Common Asset Management
Massachusetts
$426K +$786 +6 +0.3%
OCBCO
955
Oversea-Chinese Banking Corp (OCBC)
Singapore
$425K -$3M -22,862 -90%
ET
956
Equitable Trust
Tennessee
$425K +$311K +2,376 New
MWP
957
Meriwether Wealth & Planning
Louisiana
$420K -$25.3K -193 -8%
KIA
958
Knollwood Investment Advisory
Maryland
$420K – – –
PCM
959
Polymer Capital Management
New York
$420K +$308K +2,350 New
CHC
960
City Holding Co
West Virginia
$420K – – –
CRWM
961
Castle Rock Wealth Management
California
$418K -$3.28K -25 -1%
SIA
962
Soltis Investment Advisors
Utah
$417K +$15.9K +121 +5%
DC
963
Diametric Capital
Massachusetts
$416K +$305K +2,329 New
AIS
964
AM Investment Strategies
Tennessee
$416K +$917 +7 +0.3%
GWS
965
Greykasell Wealth Strategies
California
$416K – – –
HR
966
Hardy Reed
Mississippi
$414K +$49K +374 +19%
CPIG
967
Chicago Partners Investment Group
Illinois
$414K +$1.05K +8 +0.3%
IWN
968
Independent Wealth Network
Iowa
$414K -$13.8K -105 -4%
OPA
969
Old Port Advisors
Maine
$412K -$11.7K -89 -4%
TFA
970
Toth Financial Advisory
Virginia
$411K +$301K +2,300 New
CPA
971
Cardiff Park Advisors
California
$411K – – –
B
972
Bellecapital
Switzerland
$408K – – –
GS
973
GWN Securities
Florida
$408K -$19.4K -148 -6%
SSG
974
Summit Securities Group
New York
$406K -$132K -1,008 -31%
FFS
975
Founders Financial Securities
Maryland
$403K -$23.7K -181 -7%
37 38
39
40 41