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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1051
Alta Advisers
United Kingdom
$372K +$139K +700 +63%
LAS
1052
LWM Advisory Services
Florida
$370K – – –
WAM
1053
Wolverine Asset Management
Illinois
$370K -$39.8K -200 -10%
BOH
1054
Bank of Hawaii
Hawaii
$370K – – –
PC
1055
Promus Capital
Illinois
$370K +$398 +2 +0.1%
SCI
1056
S&CO Inc
Massachusetts
$369K -$39.8K -200 -10%
CSPIA
1057
Cary Street Partners Investment Advisory
Virginia
$368K +$142K +714 +66%
PNAA
1058
Pictet North America Advisors
Switzerland
$366K – – –
WA
1059
Wambolt & Associates
Colorado
$366K -$2.59K -13 -0.7%
DWM
1060
Drive Wealth Management
Utah
$365K -$11K -55 -3%
DF
1061
Define Financial
California
$365K +$598 +3 +0.2%
QL
1062
Quarry LP
New York
$364K +$353K +1,771 New
FMI
1063
F/M Investments
District of Columbia
$364K +$5.98K +30 +2%
SAW
1064
Signal Advisors Wealth
Michigan
$363K +$31.1K +156 +10%
RCA
1065
Resonant Capital Advisors
Wisconsin
$362K +$36.5K +183 +12%
TCA
1066
Trifecta Capital Advisors
Illinois
$359K -$39.8K -200 -10%
MMA
1067
Miracle Mile Advisors
California
$357K -$2.59K -13 -0.7%
HBT
1068
Heartland Bank & Trust
Illinois
$356K +$12.2K +61 +4%
BWP
1069
Burling Wealth Partners
Illinois
$355K – – –
MWA
1070
Midland Wealth Advisors
Illinois
$355K – – –
WHCI
1071
W.H. Cornerstone Investments
Massachusetts
$355K +$797 +4 +0.2%
VCM
1072
Virtue Capital Management
Tennessee
$353K -$6.17K -31 -2%
CIAM
1073
Caitong International Asset Management
Hong Kong
$353K +$152K +763 +80%
FM
1074
Family Management
New York
$353K -$1.2K -6 -0.3%
SAM
1075
S.A. Mason
Michigan
$350K – – –