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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
701
Redhawk Wealth Advisors
Minnesota
$256K +$3.3K +115 +1%
BAM
702
Belpointe Asset Management
Nevada
$254K -$4.59K -160 -2%
WHC
703
Wulff, Hansen & Co
California
$253K
EFS
704
Essex Financial Services
Connecticut
$252K -$2.07K -72 -0.8%
BBHC
705
Brown Brothers Harriman & Co
New York
$249K -$83.1K -2,896 -25%
DF
706
Donoghue Forlines
Massachusetts
$249K +$243K +8,467 New
OCBCO
707
Oversea-Chinese Banking Corp (OCBC)
Singapore
$248K -$43.9K -1,529 -15%
HCM
708
Highlander Capital Management
New Jersey
$247K
KIA
709
KCM Investment Advisors
California
$246K +$57 +2 +0%
JC
710
Jacobs & Co
California
$245K -$8.61K -300 -3%
AT
711
American Trust
Kentucky
$243K -$12.1K -421 -5%
APA
712
Astoria Portfolio Advisors
New York
$243K +$236K +8,218 New
VCP
713
Verus Capital Partners
Arizona
$241K
Fayez Sarofim & Co
714
Fayez Sarofim & Co
Texas
$240K -$20K -696 -8%
SFI
715
Siemens Fonds Invest
Germany
$239K -$2.93K -102 -1%
VVP
716
Venture Visionary Partners
Ohio
$239K +$632 +22 +0.3%
PI
717
PFG Investments
New York
$238K +$232K +8,099 New
OC
718
Oakworth Capital
Alabama
$237K
WFA
719
Wade Financial Advisory
California
$235K +$230K +8,013 New
WB
720
Webster Bank
Connecticut
$235K
PFS
721
Physicians Financial Services
North Carolina
$234K -$10K -350 -4%
CRC
722
Curi RMB Capital
Illinois
$232K
MKA
723
M. Kulyk & Associates
Georgia
$232K +$227K +7,893 New
MHIC
724
Marble Harbor Investment Counsel
Massachusetts
$231K
PWPS
725
Pinnacle Wealth Planning Services
Ohio
$229K