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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1101
Sagespring Wealth Partners
Tennessee
$4.64M +$57.1K +730 +1%
LF
1102
Lantz Financial
Illinois
$4.64M -$37.9K -484 -0.8%
BPC
1103
Banque Pictet & Cie
Switzerland
$4.63M -$2.68M -34,245 -36%
RA
1104
RFG Advisory
Alabama
$4.63M -$1.05M -13,355 -18%
CIA
1105
Cohen Investment Advisors
New Hampshire
$4.61M +$3.44K +44 +0.1%
OCBCO
1106
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.6M +$2.6M +33,221 +127%
SIC
1107
SFE Investment Counsel
California
$4.57M -$44.3K -566 -1%
NWM
1108
Northcape Wealth Management
New York
$4.55M
MFFIA
1109
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$4.54M +$41.2K +526 +0.9%
OPA
1110
Old Port Advisors
Maine
$4.54M +$77.7K +993 +2%
GSEP
1111
Golden State Equity Partners
California
$4.53M +$2.08M +26,551 +83%
LCM
1112
Legato Capital Management
California
$4.53M +$393K +5,017 +9%
CT
1113
Chicago Trust
Illinois
$4.52M -$176K -2,244 -4%
HDIM
1114
Hanson & Doremus Investment Management
Vermont
$4.51M +$727K +9,286 +19%
PEAK6
1115
PEAK6
Illinois
$4.49M +$4.53M +57,907 New
OPW
1116
Osprey Private Wealth
New York
$4.48M -$329K -4,200 -7%
TBA
1117
Tower Bridge Advisors
Pennsylvania
$4.45M -$72.4K -925 -2%
HWMO
1118
Heritage Wealth Management (Ohio)
Ohio
$4.45M -$52.1K -665 -1%
VCA
1119
Verdence Capital Advisors
Maryland
$4.44M +$11.3K +144 +0.3%
PWG
1120
Portside Wealth Group
Utah
$4.43M -$519K -6,624 -10%
BMA
1121
Brooks Moore & Associates
Tennessee
$4.4M -$247K -3,158 -5%
KWA
1122
Kingswood Wealth Advisors
California
$4.4M -$164K -2,096 -4%
JWM
1123
Jeppson Wealth Management
California
$4.39M -$64.6K -825 -1%
MGIA
1124
Moneta Group Investment Advisors
Missouri
$4.38M -$73.6K -940 -2%
TPM
1125
Triasima Portfolio Management
Quebec, Canada
$4.37M +$626 +8 +0%