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Name Holding Trade Value Shares
Change
Change in
Stake
PHS
901
Pekin Hardy Strauss
Illinois
$280K – – –
PNAA
902
Pictet North America Advisors
Switzerland
$277K +$247K +1,840 New
GAM
903
Garrison Asset Management
Arkansas
$274K +$244K +1,820 New
SIM
904
Sentry Investment Management
Wisconsin
$274K -$26.3K -196 -10%
AC
905
Avestar Capital
New York
$273K +$243K +1,812 New
NPA
906
Nichols & Pratt Advisers
Massachusetts
$271K – – –
SPC
907
Stewart & Patten Company
California
$271K – – –
PDL
908
Portfolio Design Labs
California
$271K +$241K +1,796 New
TFF
909
The Family Firm
Maryland
$270K +$3.22K +24 +1%
NPT
910
National Philanthropic Trust
Pennsylvania
$269K +$239K +1,784 New
OWA
911
Octavia Wealth Advisors
Ohio
$268K +$239K +1,780 New
SCTC
912
Sanibel Captiva Trust Company
Florida
$268K +$239K +1,780 New
VVP
913
Venture Visionary Partners
Ohio
$268K -$22K -164 -8%
WA
914
Wealth Alliance
New York
$267K – – –
OWA
915
Outlook Wealth Advisors
Texas
$266K +$236K +1,764 New
CS
916
Cannell & Spears
New York
$265K – – –
SC
917
Scotia Capital
Ontario, Canada
$265K -$154K -1,152 -40%
PP
918
PDS Planning
Ohio
$265K +$3.22K +24 +1%
GL
919
Graypoint LLC
New York
$262K +$233K +1,736 New
WANY
920
Wealthspire Advisors (New York)
New York
$262K -$27.9K -208 -11%
MWA
921
Midland Wealth Advisors
Illinois
$260K +$232K +1,728 New
GWAM
922
Guardian Wealth Advisors (Minnesota)
Minnesota
$259K – – –
OFA
923
Oak Family Advisors
Illinois
$259K – – –
WHCI
924
W.H. Cornerstone Investments
Massachusetts
$258K +$536 +4 +0.2%
HBT
925
Heartland Bank & Trust
Illinois
$257K -$4.29K -32 -2%