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Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
851
Pictet North America Advisors
Switzerland
$421K
IWM
852
IHT Wealth Management
Illinois
$420K -$110K -439 -20%
FNBTCON
853
First National Bank & Trust Co of Newtown
Pennsylvania
$420K -$9.24K -37 -2%
FTC
854
Farmers Trust Company
Ohio
$419K
RWP
855
RWA Wealth Partners
Massachusetts
$419K +$25K +100 +6%
FMLI
856
Fukoku Mutual Life Insurance
Japan
$418K -$50K -200 -10%
KWMG
857
King Wealth Management Group
Florida
$418K
AIC
858
Ameritas Investment Company
Nebraska
$418K +$125K +501 +60%
CT
859
Caldwell Trust
Florida
$416K +$749 +3 +0.2%
GWMIA
860
Global Wealth Management Investment Advisory
Florida
$416K -$12.5K -50 -3%
BFM
861
Boston Financial Management
Massachusetts
$415K -$16K -64 -4%
LSAG
862
Lake Street Advisors Group
New Hampshire
$410K +$2.75K +11 +0.6%
CCG
863
Chatham Capital Group
Georgia
$409K
TFM
864
TFC Financial Management
Massachusetts
$409K
PWM
865
Paulson Wealth Management
Illinois
$408K
BCM
866
Brookstone Capital Management
Illinois
$405K +$429K +1,718 New
HCM
867
Howland Capital Management
Massachusetts
$404K -$59.2K -237 -12%
MC
868
Middleton & Co
Massachusetts
$402K
ECM
869
Evergreen Capital Management
Washington
$402K +$18.7K +75 +5%
HI
870
Harbour Investments
Wisconsin
$399K +$22K +88 +6%
AF
871
Allworth Financial
California
$399K +$32.7K +131 +8%
PAS
872
Park Avenue Securities
New York
$399K +$35.2K +141 +9%
MGAM
873
McGowan Group Asset Management
Texas
$396K -$16.7K -67 -4%
KFS
874
Kurt F. Somerville
$396K -$12.5K -50 -3%
HPM
875
Hudson Portfolio Management
New York
$395K