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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
751
Personal CFO Solutions
New Jersey
$479K -$153K -660 -24%
BF
752
BOK Financial
Oklahoma
$476K -$11.1K -48 -2%
PWM
753
Perigon Wealth Management
California
$473K +$40.6K +175 +9%
FPWM
754
FSB Premier Wealth Management
Iowa
$473K +$70.1K +302 +17%
KCFA
755
Key Client Fiduciary Advisors
New Jersey
$470K – – –
AIA
756
Affinity Investment Advisors
California
$469K – – –
BEAM
757
Baker Ellis Asset Management
Washington
$468K +$23.2K +100 +5%
TPA
758
Trivium Point Advisory
Connecticut
$464K +$4.41K +19 +1%
TSS
759
Two Sigma Securities
New York
$461K -$1.41M -6,069 -75%
IPW
760
Impact Partnership Wealth
Georgia
$460K +$11.8K +51 +3%
SI
761
Stephens Inc
Arkansas
$453K – – –
PWA
762
Phoenix Wealth Advisors
North Carolina
$451K +$5.57K +24 +1%
AR
763
Apeiron RIA
Texas
$442K +$9.98K +43 +2%
AAA
764
American Alpha Advisors
New York
$439K +$453K +1,952 New
PTC
765
Private Trust Company
Ohio
$438K -$6.27K -27 -1%
WMA
766
Wealth Management Associates
New Jersey
$438K +$40.9K +176 +10%
SCA
767
Snowden Capital Advisors
New York
$437K +$32K +138 +8%
MWPCG
768
Measured Wealth Private Client Group
New Hampshire
$435K -$301K -1,298 -40%
MC
769
Moors & Cabot
Massachusetts
$433K -$24.8K -107 -5%
SPC
770
Sigma Planning Corp
Michigan
$432K -$12.5K -54 -3%
SFI
771
Siemens Fonds Invest
Germany
$430K +$11.4K +49 +3%
ST
772
Smithfield Trust
Pennsylvania
$428K – – –
LFG
773
Larson Financial Group
Missouri
$428K +$262K +1,128 +146%
DADC
774
D.A. Davidson & Co
Montana
$426K -$19.5K -84 -4%
TAM
775
Trust Asset Management
Texas
$424K – – –