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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1901
Omnia Family Wealth
Florida
$669K +$127K +1,075 +24%
BS
1902
Bessemer Securities
New York
$669K +$654K +5,550 New
WCM
1903
Whitener Capital Management
North Carolina
$667K – – –
DAM
1904
Diamant Asset Management
Connecticut
$666K -$53K -450 -8%
CBA
1905
Coastal Bridge Advisors
Connecticut
$666K -$40.2K -341 -6%
SG
1906
StoneX Group
New York
$666K +$60.1K +510 +10%
DCM
1907
Donaldson Capital Management
Indiana
$665K -$21.1K -179 -3%
EWM
1908
Evermay Wealth Management
Virginia
$665K +$51.2K +435 +9%
HA
1909
Harfst & Associates
Wyoming
$664K +$31K +263 +5%
RPWA
1910
Regent Peak Wealth Advisors
Georgia
$664K +$649K +5,514 New
PAWC
1911
P.A.W. Capital
Connecticut
$663K – – –
SWMG
1912
Strategic Wealth Management Group
Maryland
$663K +$17.4K +148 +3%
IIC
1913
Integrated Investment Consultants
Michigan
$662K -$81.7K -694 -11%
SWA
1914
Stratos Wealth Advisors
Ohio
$660K -$402K -3,413 -38%
WI
1915
Wedgewood Investors
Pennsylvania
$655K -$36.5K -310 -5%
AC
1916
Addison Capital
Pennsylvania
$655K -$4.95K -42 -0.8%
MC
1917
Mathes Company
New York
$654K – – –
RSWM
1918
Robertson Stephens Wealth Management
California
$653K -$767K -6,513 -55%
APW
1919
Acima Private Wealth
Virginia
$652K – – –
Nomura Holdings
1920
Nomura Holdings
Japan
$650K -$15.3M -130,201 -96%
MCWS
1921
McKinley Carter Wealth Services
West Virginia
$650K +$12K +102 +2%
AAM
1922
Aureus Asset Management
Massachusetts
$649K -$50.6K -430 -7%
JA
1923
JOYN Advisors
Georgia
$648K -$39.9K -339 -6%
YWP
1924
YorkBridge Wealth Partners
New York
$648K -$32.3K -274 -4%
FWM
1925
Foresight Wealth Management
Utah
$647K -$10.2K -87 -2%