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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1126
Optas LLC
Texas
$877K -$2.64K -4 -0.3%
CFP
1127
Catalyst Financial Partners
Massachusetts
$874K -$90.9K -138 -10%
BIM
1128
Baldwin Investment Management
Pennsylvania
$874K – – –
KFA
1129
Kapstone Financial Advisors
Ohio
$871K – – –
FAM
1130
Fulcrum Asset Management
United Kingdom
$871K +$830K +1,260 New
SW
1131
SVB Wealth
Massachusetts
$870K -$9.88K -15 -1%
TA
1132
TKG Advisors
Indiana
$867K +$42.2K +64 +6%
OWP
1133
Obermeyer Wealth Partners
Colorado
$865K +$8.56K +13 +1%
LP
1134
LMR Partners
United Kingdom
$861K +$795K +1,207 New
PWG
1135
Portside Wealth Group
Utah
$860K +$46.1K +70 +6%
BFG
1136
Beacon Financial Group
Texas
$860K -$13.8K -21 -2%
WMA
1137
West Michigan Advisors
Michigan
$860K +$326K +495 +70%
GSC
1138
G&S Capital
Colorado
$858K -$11.9K -18 -1%
SSA
1139
Shepherd Street Advisors
California
$856K -$25K -38 -3%
CBT
1140
Crews Bank & Trust
Florida
$856K – – –
EGA
1141
E&G Advisors
Texas
$856K – – –
FIB
1142
First Interstate Bank
Montana
$856K – – –
DWA
1143
Douglass Winthrop Advisors
New York
$855K -$28.3K -43 -3%
KWM
1144
Keebeck Wealth Management
Illinois
$853K -$116K -176 -13%
DBIA
1145
Dumont & Blake Investment Advisors
New Jersey
$849K -$56K -85 -7%
AC
1146
Avestar Capital
New York
$849K +$659 +1 +0.1%
BM
1147
Berman McAleer
Maryland
$846K -$246K -374 -24%
FFO
1148
Fiduciary Family Office
Florida
$843K -$464K -704 -37%
GWM
1149
Graybill Wealth Management
Illinois
$843K – – –
SAM
1150
Secure Asset Management
Michigan
$843K – – –