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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1126
PRW Wealth Management
Massachusetts
$382K
JIC
1127
Joel Isaacson & Co
New York
$378K +$203 +1 +0.1%
CCA
1128
Checchi Capital Advisers
California
$377K +$21.7K +107 +7%
ORAM
1129
One River Asset Management
Connecticut
$376K -$2.44M -12,004 -88%
VWA
1130
Visionary Wealth Advisors
Illinois
$375K +$37.4K +184 +13%
FSA
1131
Fort Sheridan Advisors
Illinois
$374K +$60.9K +300 +22%
MIP
1132
Mondrian Investment Partners
United Kingdom
$373K +$42.6K +210 +15%
GC
1133
Garde Capital
Washington
$373K
MSFS
1134
Main Street Financial Solutions
Pennsylvania
$372K -$19.3K -95 -6%
AWCI
1135
Alpine Woods Capital Investors
New York
$368K
CA
1136
Commerzbank Aktiengesellschaft
Germany
$367K -$568K -2,798 -64%
LOAMS
1137
Lombard Odier Asset Management (Switzerland)
Switzerland
$366K -$22.7K -112 -7%
SAF
1138
Smith Anglin Financial
Texas
$366K +$32.3K +159 +11%
NVIM
1139
New Vernon Investment Management
Illinois
$366K
GSB
1140
Greenfield Savings Bank
Massachusetts
$364K +$13.8K +68 +4%
SP
1141
Saranac Partners
$363K +$61.1K +301 +23%
PCM
1142
Pointe Capital Management
Michigan
$363K +$76.3K +376 +31%
SC
1143
SouthState Corp
Florida
$362K -$60.9K -300 -16%
SIM
1144
Sentry Investment Management
Wisconsin
$361K
JWCA
1145
J.W. Cole Advisors
Florida
$361K -$43.2K -213 -12%
FHA
1146
Flagship Harbor Advisors
Massachusetts
$358K -$6.29K -31 -2%
PT
1147
Plimoth Trust
Massachusetts
$358K -$18.3K -90 -5%
SFG
1148
StrategIQ Financial Group
Indiana
$357K +$1.42K +7 +0.4%
NF
1149
Nikulski Financial
Iowa
$357K -$10.2K -50 -3%
WMA
1150
Wealth Management Associates
New Jersey
$356K +$317K +1,560 New