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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1551
Annapolis Financial Services
Maryland
$65K – – –
BWL
1552
Bogart Wealth LLC
Virginia
$65K – – –
VCM
1553
Vigilant Capital Management
Maine
$64K -$1.44K -6 -2%
Cohen & Steers
1554
Cohen & Steers
New York
$63K – – –
HFM
1555
Harvest Fund Management
China
$62K – – –
AWA
1556
Amplius Wealth Advisors
Pennsylvania
$62K +$58.3K +243 New
PCG
1557
Private Capital Group
Connecticut
$60K -$9.84K -41 -15%
CHC
1558
City Holding Co
West Virginia
$60K – – –
CA
1559
Centerpoint Advisors
Massachusetts
$59K – – –
ACA
1560
Atlas Capital Advisors
Wyoming
$58.2K -$107K -447 -67%
NL
1561
NVWM LLC
Pennsylvania
$58K -$7.44K -31 -12%
SWM
1562
Sugarloaf Wealth Management
Georgia
$57K +$33.6K +140 +171%
CA
1563
Capitolis Advisors
New York
$56K – – –
SWA
1564
SOA Wealth Advisors
New York
$55K +$9.84K +41 +24%
WFS
1565
Widmann Financial Services
Maryland
$54K +$50.2K +209 New
WIM
1566
Westside Investment Management
California
$53.2K +$88.6K +369 +7%
PSB
1567
Piscataqua Savings Bank
New Hampshire
$52K – – –
FC
1568
Family CFO
California
$52K +$48K +200 New
NIC
1569
Northwest Investment Counselors
Oregon
$52K +$48.2K +201 New
GFPC
1570
Global Financial Private Client
Florida
$51.7K +$48K +200 New
PWMG
1571
Prestige Wealth Management Group
New Jersey
$50K -$7.92K -33 -15%
PCTC
1572
Perkins Coie Trust Company
Washington
$49K – – –
WB
1573
West Bancorporation
Iowa
$48K +$44.4K +185 New
PHK
1574
Point72 Hong Kong
Hong Kong
$47K -$764K -3,185 -95%
LB
1575
Legacy Bridge
Iowa
$47K – – –