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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1401
Bellevue Asset Management
Washington
$208K
LGF
1402
LGT Group Foundation
Liechtenstein
$207K -$21.3K -100 -10%
AI
1403
Accredited Investors
Minnesota
$207K -$1.07K -5 -0.5%
PIA
1404
Perennial Investment Advisors
California
$207K +$5.76K +27 +3%
FCAG
1405
First Capital Advisors Group
New Jersey
$207K +$194K +911 New
DCM
1406
Dupont Capital Management
Delaware
$205K -$357K -1,671 -65%
TWM
1407
Tradition Wealth Management
Minnesota
$205K +$427 +2 +0.2%
FMN
1408
Financial Management Network
California
$205K +$196K +917 New
JG
1409
Jefferies Group
New York
$204K +$192K +900 New
CAAS
1410
Capital Asset Advisory Services
Michigan
$204K +$191K +896 New
RWP
1411
Revolve Wealth Partners
New Jersey
$204K +$192K +902 New
WWM
1412
Western Wealth Management
Colorado
$202K -$1.71K -8 -0.9%
MIP
1413
Mondrian Investment Partners
United Kingdom
$202K
SCM
1414
Sitrin Capital Management
California
$202K
BA
1415
Bluesphere Advisors
Pennsylvania
$201K -$4.42M -20,707 -96%
CFG
1416
CKW Financial Group
Hawaii
$201K
JSC
1417
Jackson Square Capital
California
$200K
LA
1418
LexAurum Advisors
Kansas
$200K +$188K +883 New
ASBI
1419
American State Bank (Iowa)
Iowa
$198K
ZB
1420
Zions Bancorporation
Utah
$195K +$1.92K +9 +1%
PWMG
1421
Prestige Wealth Management Group
New Jersey
$193K +$854 +4 +0.5%
OC
1422
Oakworth Capital
Alabama
$190K -$2.99K -14 -2%
EWA
1423
EverSource Wealth Advisors
Alabama
$185K +$80.2K +376 +86%
SWM
1424
Selective Wealth Management
Virginia
$184K
MFC
1425
Mechanics Financial Corp
Ohio
$181K