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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
2126
Integrated Investment Consultants
Michigan
$811K +$636 +2 +0.1%
KIG
2127
Kowal Investment Group
Wisconsin
$811K +$444K +1,396 +122%
LSA
2128
Leonteq Securities AG
Switzerland
$809K +$63.9K +201 +9%
HHGA
2129
Halbert Hargrove Global Advisors
California
$808K +$32.8K +103 +4%
CHA
2130
Carmichael Hill & Associates
Maryland
$803K +$1.91K +6 +0.2%
NFSG
2131
Newbridge Financial Services Group
Florida
$801K -$85.6K -269 -10%
RAM
2132
Redmond Asset Management
Virginia
$801K +$8.27K +26 +1%
OIA
2133
Optimum Investment Advisors
Illinois
$800K -$12.7K -40 -2%
MS
2134
Maven Securities
Jersey
$800K +$798K +2,508 New
PWM
2135
Paulson Wealth Management
Illinois
$799K -$954 -3 -0.1%
MC
2136
Matisse Capital
Oregon
$799K – – –
PWS
2137
Peloton Wealth Strategists
Indiana
$799K +$350K +1,100 +78%
Capstone Investment Advisors
2138
Capstone Investment Advisors
New York
$799K +$797K +2,505 New
NVIM
2139
New Vernon Investment Management
Illinois
$797K – – –
SF
2140
Summit Financial
New Jersey
$795K +$793K +2,494 New
PHAM
2141
Palisades Hudson Asset Management
Florida
$794K – – –
CM
2142
Capula Management
Cayman Islands
$794K +$792K +2,489 New
FMT
2143
First Mercantile Trust
Tennessee
$793K -$54.1K -170 -6%
LOPW
2144
Live Oak Private Wealth
North Carolina
$793K +$5.72K +18 +0.7%
CF
2145
Copperwynd Financial
Arizona
$793K +$68.4K +215 +9%
FIB
2146
First Interstate Bank
Montana
$793K +$791K +2,487 New
RWP
2147
Ridgecrest Wealth Partners
California
$792K -$129K -407 -14%
AWA
2148
Aaron Wealth Advisors
Illinois
$791K +$44.5K +140 +6%
NAS
2149
Nicolet Advisory Services
Wisconsin
$790K +$74.4K +234 +10%
RTS
2150
Round Table Services
New Jersey
$788K +$333K +1,047 +74%