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Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
Steph & Co
Wisconsin
$356K +$10.8K +186 +3%
BFO
377
Biltmore Family Office
North Carolina
$352K -$13.4K -231 -4%
SWM
378
Spire Wealth Management
Virginia
$352K -$1.74K -30 -0.5%
EI
379
Ethic Inc
New York
$345K -$45.4K -782 -11%
TC
380
Touchstone Capital
Pennsylvania
$342K
SC
381
Solstein Capital
California
$342K +$204K +3,507 +141%
IWM
382
IHT Wealth Management
Illinois
$339K +$19.8K +340 +6%
PGIM
383
Pacific Global Investment Management
California
$339K +$1.4K +24 +0.4%
FCH
384
Freestone Capital Holdings
Washington
$330K -$35.4K -609 -10%
New York State Common Retirement Fund
385
New York State Common Retirement Fund
New York
$329K +$4.13K +71 +1%
SCA
386
Stonebridge Capital Advisors
Minnesota
$329K -$4.77M -82,064 -93%
BF
387
BOK Financial
Oklahoma
$328K +$108K +1,858 +48%
FHA
388
First Horizon Advisors
Tennessee
$328K +$113K +1,941 +51%
TW
389
Traveka Wealth
California
$326K +$8.37K +144 +3%
PCM
390
Parsons Capital Management
Rhode Island
$325K -$581K -10,000 -64%
FMP
391
Financial Management Professionals
Texas
$319K +$31.4K +541 +11%
AWS
392
Aspen Wealth Strategies
Colorado
$318K +$27K +465 +9%
CTC
393
Central Trust Company
Missouri
$317K +$8.72K +150 +3%
ATIA
394
American Trust Investment Advisors
New Hampshire
$314K -$55.6K -957 -15%
HAM
395
Harmony Asset Management
Arizona
$306K +$311K +5,356 New
Walleye Capital
396
Walleye Capital
New York
$305K -$282K -4,855 -48%
WJWM
397
Williams Jones Wealth Management
New York
$304K -$20K -345 -6%
RWMG
398
Redwood Wealth Management Group
New Jersey
$301K +$36.9K +635 +14%
FFC
399
First Financial Corp
Indiana
$299K +$4.07K +70 +1%
CH
400
Cromwell Holdings
Wyoming
$299K +$304K +5,232 New