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Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1301
180 Wealth Advisors
Washington
$266K +$33.8K +114 +13%
DC
1302
Diametric Capital
Massachusetts
$264K -$527K -1,777 -67%
FCIM
1303
Fairview Capital Investment Management
California
$264K -$7.42K -25 -3%
ICM
1304
IMS Capital Management
Oregon
$264K – – –
SIM
1305
Sonora Investment Management
Arizona
$264K +$2.97K +10 +1%
JPG
1306
Jordan Park Group
California
$264K +$263K +885 New
ASBI
1307
American State Bank (Iowa)
Iowa
$261K – – –
IA
1308
Insight Advisors
Pennsylvania
$261K -$118K -399 -30%
EFS
1309
Essex Financial Services
Connecticut
$261K – – –
FFWM
1310
Future Financial Wealth Management
Ohio
$261K +$14.8K +50 +6%
LW
1311
Linscomb Wealth
Texas
$261K +$35K +118 +16%
OC
1312
Oakworth Capital
Alabama
$260K – – –
NB
1313
Northwest Bancshares
Pennsylvania
$259K -$15.4K -52 -6%
OPWM
1314
Oxinas Partners Wealth Management
Indiana
$259K +$297 +1 +0.1%
T
1315
TOBAM
France
$258K – – –
SFA
1316
Sequoia Financial Advisors
Ohio
$258K +$7.12K +24 +3%
APWM
1317
Atlas Private Wealth Management
New York
$257K -$29.1K -98 -10%
TA
1318
Tiedemann Advisors
New York
$257K -$23.4K -79 -8%
AFAS
1319
Acorn Financial Advisory Services
Virginia
$257K – – –
FMTC
1320
Farmers & Merchants Trust Company
California
$257K +$256K +862 New
HCM
1321
Hollencrest Capital Management
California
$256K -$17.5K -59 -6%
CAAS
1322
Capital Asset Advisory Services
Michigan
$256K -$14.8K -50 -6%
KFA
1323
Krane Funds Advisors
New York
$255K -$696K -2,344 -73%
BCA
1324
Biltmore Capital Advisors
New Jersey
$255K +$254K +856 New
HFM
1325
Harvest Fund Management
China
$254K – – –
51 52
53
54 55