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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1076
Shufro Rose & Co
New York
$156K -$1.32K -97 -0.9%
DDPIC
1077
Deroy & Devereaux Private Investment Counsel
Michigan
$156K – – –
BAM
1078
Bellevue Asset Management
Washington
$155K +$140K +10,267 +1,686%
FHB
1079
First Hawaiian Bank
Hawaii
$155K +$148K +10,903 New
AA
1080
Apriem Advisors
California
$154K -$81.6K -6,000 -36%
AI
1081
Accredited Investors
Minnesota
$154K -$30.2K -2,217 -17%
OAJ
1082
Ogorek Anthony Joseph
New York
$154K – – –
RW
1083
REDW Wealth
New Mexico
$154K +$4.98K +366 +3%
CA
1084
Claro Advisors
Massachusetts
$154K +$10.7K +783 +8%
SW
1085
SteelPeak Wealth
California
$153K -$99K -7,275 -40%
EWM
1086
EPG Wealth Management
Georgia
$153K -$871 -64 -0.6%
RIS
1087
Retirement Income Solutions
Michigan
$153K +$147K +10,818 New
UB
1088
UMB Bank
Missouri
$151K -$9.52K -700 -6%
SVCP
1089
Silicon Valley Capital Partners
California
$151K +$145K +10,640 New
SEP
1090
Southland Equity Partners
Missouri
$151K +$8.39K +617 +6%
FMT
1091
First Mercantile Trust
Tennessee
$150K -$229K -16,864 -61%
PWM
1092
Prentice Wealth Management
New York
$150K -$14 -1 -0%
CL
1093
CPWM LLC
Washington
$149K -$1.67K -123 -1%
WIM
1094
Westside Investment Management
California
$149K -$61.2K -4,500 -13%
AIM
1095
Axiom Investment Management
New York
$148K -$467K -34,300 -77%
4WM
1096
44 Wealth Management
Oregon
$147K – – –
BCA
1097
Bray Capital Advisors
Florida
$147K – – –
WAS
1098
Wealth Advisory Solutions
Indiana
$147K +$141K +10,392 New
BU
1099
BBVA USA
Alabama
$146K -$166K -12,179 -54%
TWM
1100
TriaGen Wealth Management
California
$146K -$15K -1,100 -10%
42 43
44
45 46