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Name Holding Trade Value Shares
Change
Change in
Stake
PI
1226
Pettee Investors
Connecticut
$321K
ST
1227
Spinnaker Trust
Maine
$321K
ICM
1228
Islay Capital Management
Texas
$320K
JAG
1229
Journey Advisory Group
Kentucky
$319K
WFAG
1230
Wescott Financial Advisory Group
Pennsylvania
$319K +$4.19K +13 +1%
BMCM
1231
Bryn Mawr Capital Management
Pennsylvania
$318K +$21.6K +67 +7%
SIAP
1232
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$318K -$1.61K -5 -0.5%
KOC
1233
Koss-Olinger Consulting
Florida
$317K -$9.99K -31 -3%
DAS
1234
Diversify Advisory Services
Utah
$317K +$35.5K +110 +11%
OWA
1235
Opal Wealth Advisors
New York
$315K +$172K +534 +127%
AFT
1236
Alpha Family Trust
California
$314K +$95.1K +295 +45%
SWP
1237
Strategic Wealth Partners
Ohio
$314K +$306K +949 New
PIA
1238
Perennial Investment Advisors
California
$313K +$12.9K +40 +4%
BWP
1239
Balboa Wealth Partners
Arizona
$312K +$42.9K +133 +16%
SSG
1240
Summit Securities Group
New York
$312K +$304K +944 New
FFA
1241
Florida Financial Advisors
Florida
$312K -$23.9K -74 -7%
MHC
1242
May Hill Capital
Massachusetts
$311K -$1.93K -6 -0.6%
JSSH
1243
J. Safra Sarasin Holding
$309K -$5.31M -16,486 -95%
COCM
1244
Charter Oak Capital Management
New Hampshire
$309K -$645 -2 -0.2%
CIAM
1245
Caitong International Asset Management
Hong Kong
$309K +$302K +936 New
REMPR
1246
Roof Eidam Maycock Peralta (REMP)
California
$308K
GS
1247
GTS Securities
Florida
$308K -$471K -1,462 -61%
PCM
1248
Parsons Capital Management
Rhode Island
$308K -$15.8K -49 -5%
QWP
1249
Quotient Wealth Partners
Texas
$308K +$20.3K +63 +7%
CSI
1250
Clark & Stuart Inc
Maine
$307K +$32.2K +100 +12%