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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
726
Baldwin Investment Management
Pennsylvania
$3.64M +$243K +692 +7%
PTCG
727
Pring Turner Capital Group
California
$3.63M -$7.02K -20 -0.2%
PFM
728
Patton Fund Management
Texas
$3.61M -$570K -1,624 -13%
GT
729
Glenview Trust
Kentucky
$3.6M +$256K +728 +7%
SC
730
Searle & Co
Connecticut
$3.58M
ISWM
731
Independent Solutions Wealth Management
New York
$3.56M +$77.9K +222 +2%
IWM
732
IHT Wealth Management
Illinois
$3.56M -$334K -952 -8%
PCM
733
Parsons Capital Management
Rhode Island
$3.55M +$190K +540 +5%
SWM
734
Spire Wealth Management
Virginia
$3.53M +$16.8K +48 +0.5%
CB
735
Cadence Bank
Mississippi
$3.51M -$61.1K -174 -2%
TPA
736
Trivium Point Advisory
Connecticut
$3.49M +$163K +464 +5%
PHS
737
Pekin Hardy Strauss
Illinois
$3.49M +$184K +525 +5%
DA
738
Doliver Advisors
Texas
$3.49M -$107K -305 -3%
CCM
739
Coldstream Capital Management
Washington
$3.48M -$117K -334 -3%
WS
740
Wedbush Securities
California
$3.46M +$275K +784 +8%
PHIMC
741
Private Harbour Investment Management & Counsel
Ohio
$3.46M -$136K -387 -4%
FNA
742
First National Advisers
Nebraska
$3.45M +$130K +369 +4%
CSP
743
Cary Street Partners
Virginia
$3.44M +$3.63M +10,352 New
DWG
744
Darden Wealth Group
Michigan
$3.39M +$45.3K +129 +1%
SFI
745
Siemens Fonds Invest
Germany
$3.38M +$1.72M +4,898 +93%
CWG
746
Cornerstone Wealth Group
North Carolina
$3.38M -$1.87M -5,319 -34%
SAM
747
Selway Asset Management
$3.35M
CCG
748
Cypress Capital Group
Florida
$3.35M -$187K -533 -5%
QC
749
Quaero Capital
Switzerland
$3.35M -$247K -704 -7%
JSSH
750
J. Safra Sarasin Holding
$3.35M +$1.55M +4,410 +78%