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Name Holding Trade Value Shares
Change
Change in
Stake
OTL
926
Oak Thistle LLC
New York
$417K +$434K +8,080 New
BFO
927
Biltmore Family Office
North Carolina
$415K – – –
PMG
928
ProVise Management Group
Florida
$415K +$81.1K +1,510 +23%
BFS
929
Bard Financial Services
Connecticut
$415K – – –
FHA
930
Flagship Harbor Advisors
Massachusetts
$413K -$15.3K -285 -3%
Klingenstein Fields & Co
931
Klingenstein Fields & Co
New York
$413K +$430K +8,010 New
FCB
932
First County Bank
Connecticut
$412K +$91.9K +1,712 +27%
CWP
933
CFM Wealth Partners
Texas
$410K +$30.8K +574 +8%
BHPW
934
Beverly Hills Private Wealth
California
$409K -$366K -6,824 -46%
RFG Advisory
935
RFG Advisory
Alabama
$408K +$77.5K +1,444 +22%
ECG
936
Edge Capital Group
Georgia
$406K -$1.36M -25,346 -76%
Evercore Wealth Management
937
Evercore Wealth Management
New York
$405K -$22K -409 -5%
Choate Investment Advisors
938
Choate Investment Advisors
Massachusetts
$405K +$422K +7,860 New
Duff & Phelps Investment Management
939
Duff & Phelps Investment Management
Illinois
$403K -$13.2K -246 -3%
QT
940
Quantamental Technologies
New York
$402K -$424K -7,904 -50%
NL
941
NWAM LLC
Washington
$402K -$61.6K -1,147 -13%
PFSC
942
Peoples Financial Services Corp
Pennsylvania
$401K -$12.2K -227 -3%
RCM
943
RB Capital Management
Nevada
$401K +$3.17K +59 +0.8%
LWP
944
LMG Wealth Partners
Louisiana
$400K +$161 +3 +0%
SOS
945
Silver Oak Securities
Tennessee
$399K +$63.8K +1,189 +18%
SIA
946
Schechter Investment Advisors
Michigan
$397K -$14.7K -273 -3%
IGWM
947
ICA Group Wealth Management
Colorado
$394K – – –
CI
948
Cigna Investments
Connecticut
$390K -$58.1K -1,083 -13%
MIP
949
Marietta Investment Partners
Wisconsin
$390K – – –
MSWM
950
McGlone Suttner Wealth Management
Wisconsin
$386K +$27.3K +509 +7%