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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1151
Berman Capital Advisors
Georgia
$441K -$156K -996 -27%
BDS
1152
Banco de Sabadell
Florida
$439K
BHA
1153
Beech Hill Advisors
New York
$439K +$423K +2,700 New
DWT
1154
Dorsey & Whitney Trust
South Dakota
$438K +$63.6K +406 +18%
HR
1155
Hayden Royal
North Carolina
$438K +$132K +842 +58%
MAM
1156
Meeder Asset Management
Ohio
$434K +$48.4K +309 +13%
TFO
1157
Tarbox Family Office
California
$433K +$372K +2,375 +828%
HPWM
1158
Highland Private Wealth Management
Washington
$431K +$10.2K +65 +3%
B
1159
Bailard
California
$430K -$33.7K -215 -8%
GSC
1160
G&S Capital
Colorado
$429K +$335K +2,139 +428%
OL
1161
Optas LLC
Texas
$429K +$412K +2,626 New
BWL
1162
Bogart Wealth LLC
Virginia
$428K +$29.2K +186 +8%
HWA
1163
HCR Wealth Advisors
California
$427K +$11K +70 +3%
DC
1164
DeDora Capital
California
$426K +$410K +2,618 New
GLI
1165
Guardian Life Insurance
New York
$425K +$7.21K +46 +2%
WCM
1166
Whitener Capital Management
North Carolina
$425K +$23.5K +150 +6%
VSWA
1167
Vontobel Swiss Wealth Advisors
Switzerland
$424K +$22.6K +144 +6%
PWMG
1168
Prestige Wealth Management Group
New Jersey
$423K -$102K -650 -20%
SBSB
1169
Sullivan, Bruyette, Speros & Blaney
Virginia
$419K -$7.84K -50 -2%
RWP
1170
RWA Wealth Partners
Massachusetts
$418K +$31.4K +200 +8%
Select Equity Group
1171
Select Equity Group
New York
$417K +$402K +2,564 New
FFG
1172
Fortem Financial Group
California
$415K
SMFS
1173
Squar Milner Financial Services
California
$413K -$383K -2,444 -49%
DCM
1174
Donaldson Capital Management
Indiana
$413K +$68.8K +439 +21%
BOPW
1175
Brandywine Oak Private Wealth
Pennsylvania
$410K -$3.92K -25 -1%