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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
751
Siemens Fonds Invest
Germany
$877K
FTWA
752
Fifth Third Wealth Advisors
Ohio
$877K -$16.4K -48 -2%
MFA
753
Mayflower Financial Advisors
Massachusetts
$875K -$8.18K -24 -0.9%
PCM
754
Polymer Capital Management
New York
$875K +$883K +2,590 New
BG
755
Bahl & Gaynor
Ohio
$858K
BOS
756
Bank of Stockton
California
$853K
C1AG
757
Client 1st Advisory Group
Florida
$852K
PWM
758
Perigon Wealth Management
California
$841K +$34.1K +100 +4%
CCT
759
Capital City Trust
Florida
$839K
BC
760
BDFS Capital
Delaware
$831K +$839K +2,461 New
TCPW
761
Twin City Private Wealth
North Carolina
$829K +$35.8K +105 +4%
CIC
762
Cutler Investment Counsel
Oregon
$828K
RT
763
Rockland Trust
Massachusetts
$824K -$63.1K -185 -7%
EWM
764
Evercore Wealth Management
New York
$824K
MM
765
MQS Management
New York
$814K +$821K +2,409 New
PIMJS
766
PKO Investment Management Joint-Stock
Poland
$811K +$136K +400 +20%
UBP
767
Union Bancaire Privee
Switzerland
$810K +$38.2K +112 +5%
CWG
768
Cornerstone Wealth Group
North Carolina
$809K +$4.43K +13 +0.5%
PP
769
PDS Planning
Ohio
$807K +$341K +1,001 +72%
VFA
770
Valeo Financial Advisors
Indiana
$807K +$20.1K +59 +3%
TWP
771
Triad Wealth Partners
Kansas
$805K +$21.1K +62 +3%
QWM
772
Quadcap Wealth Management
Texas
$804K -$3.75K -11 -0.5%
BIM
773
Bridges Investment Management
Nebraska
$796K +$211K +619 +36%
SWP
774
Sagespring Wealth Partners
Tennessee
$790K +$18.4K +54 +2%
JSW
775
Journey Strategic Wealth
New Jersey
$786K +$18.7K +55 +2%