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Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
801
K.J. Harrison & Partners
Ontario, Canada
$734K
CWM
802
Curi Wealth Management
North Carolina
$733K -$19.6K -118 -3%
CW
803
Connectus Wealth
Ohio
$731K -$8.14K -49 -1%
HT
804
Heritage Trust
Oklahoma
$727K -$1.66K -10 -0.2%
HIC
805
Holderness Investments Company
North Carolina
$722K -$16.6K -100 -2%
VIM
806
VELA Investment Management
Ohio
$721K
BCPWM
807
Bradley & Co Private Wealth Management
Florida
$720K -$13.1K -79 -2%
LT
808
Legacy Trust
Michigan
$717K +$688K +4,138 New
DFC
809
DB Fitzpatrick & Co
Idaho
$716K -$85.9K -517 -11%
WCA
810
Westover Capital Advisors
Delaware
$714K -$7.81K -47 -1%
DWT
811
Dorsey & Whitney Trust
South Dakota
$708K +$9.8K +59 +1%
BCM
812
Brookstone Capital Management
Illinois
$707K -$60.2K -362 -9%
FFP
813
FourThought Financial Partners
Florida
$705K +$676K +4,069 New
PWM
814
Perigon Wealth Management
California
$704K +$122K +732 +22%
FWCM
815
Ferguson Wellman Capital Management
Oregon
$702K -$93.1K -560 -12%
SIMG
816
Sonora Investment Management Group
Arizona
$699K -$75.8K -456 -10%
IA
817
Insight Advisors
Pennsylvania
$694K +$134K +807 +26%
LFM
818
Lumina Fund Management
New York
$693K
Capstone Investment Advisors
819
Capstone Investment Advisors
New York
$693K -$480K -2,887 -42%
PSC
820
Portman Square Capital
United Kingdom
$693K +$665K +4,000 New
NHC
821
Nicholas Hoffman & Company
Georgia
$687K
HPC
822
HM Payson & Co
Maine
$682K -$104K -625 -14%
BWP
823
Baldwin Wealth Partners
Massachusetts
$682K +$654K +3,936 New
TMAM
824
Tokio Marine Asset Management
Japan
$681K -$4.99K -30 -0.8%
CS
825
Capital Square
Tennessee
$677K -$394K -2,370 -38%