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Name Holding Trade Value Shares
Change
Change in
Stake
NC
926
Napatree Capital
Rhode Island
$784K +$787K +3,098 New
WKWM
927
Walter & Keenan Wealth Management
Indiana
$780K
PMSA
928
Patrick M. Sweeney & Associates
Illinois
$763K +$766K +3,015 New
OCBCO
929
Oversea-Chinese Banking Corp (OCBC)
Singapore
$762K -$228K -898 -23%
DWT
930
Dorsey & Whitney Trust
South Dakota
$759K -$59.2K -233 -7%
CIA
931
Cladis Investment Advisory
Montana
$759K
AI
932
AXS Investments
New York
$759K +$762K +3,000 New
WA
933
WP Advisors
California
$758K +$3.81K +15 +0.5%
MFS
934
Mirabella Financial Services
United Kingdom
$755K -$8.06M -31,734 -91%
WJWM
935
Williams Jones Wealth Management
New York
$754K -$62.2K -245 -8%
AWM
936
Aries Wealth Management
Maine
$752K +$12.7K +50 +2%
PWMAG
937
Pinnacle Wealth Management Advisory Group
New Jersey
$747K +$85.6K +337 +13%
MCCA
938
Mill Creek Capital Advisors
Pennsylvania
$743K -$13.2K -52 -2%
SCA
939
St. Clair Advisors
Ohio
$738K
VC
940
Vicus Capital
Pennsylvania
$734K +$69.6K +274 +10%
TC
941
Telemus Capital
Michigan
$734K +$16.8K +66 +2%
Two Sigma Investments
942
Two Sigma Investments
New York
$734K
CFG
943
Cooper Financial Group
California
$733K +$63.8K +251 +9%
PSC
944
Portman Square Capital
United Kingdom
$727K +$144K +566 +25%
MOS
945
MGO One Seven
Ohio
$727K +$1.27K +5 +0.2%
CIM
946
CIM Investment Management
Pennsylvania
$724K
HCM
947
Howland Capital Management
Massachusetts
$724K +$7.62K +30 +1%
BWP
948
Baldwin Wealth Partners
Massachusetts
$721K -$241K -950 -25%
KA
949
Kintegral Advisory
New York
$721K -$4.83K -19 -0.7%
KWA
950
Kingswood Wealth Advisors
California
$720K +$260K +1,022 +56%