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Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Claro Advisors
Massachusetts
$222K +$185K +3,452 New
WWM
777
Whalen Wealth Management
Nevada
$221K +$184K +3,448 New
JSSH
778
J. Safra Sarasin Holding
$221K -$755K -14,119 -68%
FFM
779
Fullerton Fund Management
Singapore
$221K +$184K +3,439 New
LCC
780
Lincoln Capital Corp
Rhode Island
$215K +$179K +3,351 New
OFW
781
Omnia Family Wealth
Florida
$214K +$179K +3,340 New
CSPIA
782
Cary Street Partners Investment Advisory
Virginia
$214K +$178K +3,337 New
AWE
783
Avidian Wealth Enterprises
Texas
$213K +$178K +3,324 New
AWM
784
Accurate Wealth Management
Florida
$213K +$169K +3,166 New
OCA
785
OpenArc Corporate Advisory
Georgia
$211K +$176K +3,283 New
JF
786
JMN Financial
Ohio
$210K +$175K +3,273 New
NP
787
NorthRock Partners
Minnesota
$209K +$174K +3,249 New
BPA
788
Beacon Pointe Advisors
California
$208K +$174K +3,247 New
TCOO
789
Trust Company of Oklahoma
Oklahoma
$206K +$172K +3,211 New
NRC
790
New Republic Capital
North Carolina
$204K +$170K +3,177 New
WRPWM
791
Werba Rubin Papier Wealth Management
California
$203K +$169K +3,165 New
SP
792
SmartHarvest Portfolios
Washington
$203K +$169K +3,157 New
OPCM
793
Osborne Partners Capital Management
California
$202K +$168K +3,151 New
OIA
794
OneDigital Investment Advisors
Kansas
$201K +$168K +3,139 New
SIC
795
SJS Investment Consulting
Ohio
$200K -$6.09K -114 -4%
QL
796
Quarry LP
New York
$192K -$158K -2,959 -50%
PCM
797
Penserra Capital Management
California
$182K +$4.28K +80 +3%
PFBT
798
Parkside Financial Bank & Trust
Missouri
$176K -$136K -2,549 -48%
CCAM
799
Cascades Capital Asset Management
North Carolina
$171K +$142K +2,658 New
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$153K +$3.85K +72 +3%