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Name Holding Trade Value Shares
Change
Change in
Stake
LSWM
801
Lorne Steinberg Wealth Management
Canada
$6.66M -$56.5K -998 -0.8%
PAMG
802
Patton Albertson Miller Group
Tennessee
$6.65M +$100K +1,772 +2%
PPW
803
Parcion Private Wealth
Washington
$6.65M -$1.39M -24,610 -17%
HAI
804
Hennessy Advisors Inc
California
$6.6M -$4.81M -85,050 -42%
BIAS
805
Beacon Investment Advisory Services
New Jersey
$6.54M +$210K +3,712 +3%
BPC
806
Banque Pictet & Cie
Switzerland
$6.48M -$934K -16,502 -12%
BBHC
807
Brown Brothers Harriman & Co
New York
$6.47M -$52.6K -929 -0.8%
PWW
808
Pettyjohn Wood & White
Virginia
$6.46M -$19.4K -343 -0.3%
BFPW
809
BOK Financial Private Wealth
Colorado
$6.41M +$207K +3,665 +3%
TCM
810
Twin Capital Management
Pennsylvania
$6.41M +$173K +3,060 +3%
NGA
811
Naples Global Advisors
Florida
$6.4M +$80K +1,414 +1%
SIS
812
Sound Income Strategies
Florida
$6.39M +$617K +10,902 +11%
SG
813
Swarthmore Group
Pennsylvania
$6.39M +$1.69M +29,815 +35%
CTA
814
Colonial Trust Advisors
South Carolina
$6.34M +$46.7K +826 +0.7%
IAA
815
Independent Advisor Alliance
North Carolina
$6.33M +$208K +3,672 +3%
Nomura Holdings
816
Nomura Holdings
Japan
$6.33M -$14.5M -255,594 -69%
GCM
817
Garland Capital Management
Washington
$6.33M +$144K +2,550 +2%
SC
818
Sepio Capital
Utah
$6.32M -$3.26M -57,561 -34%
WLPWM
819
Walled Lake Planning & Wealth Management
Illinois
$6.31M +$84.3K +1,490 +1%
SCA
820
Snowden Capital Advisors
New York
$6.3M +$3.19M +56,406 +100%
CTC
821
Central Trust Company
Missouri
$6.29M -$15.9K -281 -0.2%
ST
822
Somerset Trust
Pennsylvania
$6.29M -$91K -1,609 -1%
PCM
823
Parsons Capital Management
Rhode Island
$6.28M +$43.7K +772 +0.7%
CANC
824
Culbertson A N & Co
Virginia
$6.26M +$24.2K +427 +0.4%
UF
825
Univest Financial
Pennsylvania
$6.25M +$5.91M +104,408 +1,363%