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Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
701
Newman Dignan & Sheerar Inc
Rhode Island
$269K +$480 +16 +0.2%
WHC
702
Wulff, Hansen & Co
California
$265K
FL
703
Fort LP
Maryland
$264K -$23K -765 -8%
APA
704
Astoria Portfolio Advisors
New York
$263K -$11.7K -391 -5%
STA
705
Summit Trail Advisors
New York
$262K +$255K +8,479 New
TIA
706
Tiemann Investment Advisors
California
$262K -$15K -500 -6%
PP
707
PDS Planning
Ohio
$260K +$254K +8,475 New
TAM
708
Tocqueville Asset Management
New York
$260K -$18.5K -615 -7%
EFM
709
E Fund Management
China
$260K -$25.8K -860 -9%
AWM
710
Affinity Wealth Management
Delaware
$259K +$22K +734 +10%
MCM
711
Marathon Capital Management
Maryland
$259K -$14.3K -475 -5%
IAA
712
Independent Advisor Alliance
North Carolina
$259K +$253K +8,418 New
HCM
713
Highlander Capital Management
New Jersey
$258K
JC
714
Jacobs & Co
California
$257K -$120 -4 -0%
CM
715
Capula Management
Cayman Islands
$257K -$51.8K -1,727 -17%
IWM
716
IHT Wealth Management
Illinois
$256K -$249K -8,285 -50%
WTC
717
WhitTier Trust Company
Nevada
$255K -$49.8K -1,658 -17%
SWM
718
Selective Wealth Management
Virginia
$254K +$242K +8,067 New
IFG
719
Independent Financial Group
California
$253K -$23.7K -789 -9%
PCP
720
Proficio Capital Partners
Massachusetts
$252K -$53.3K -1,774 -18%
VCP
721
Verus Capital Partners
Arizona
$252K -$660 -22 -0.3%
EWS
722
Evergreen Wealth Solutions
Pennsylvania
$251K +$20.6K +687 +9%
Fayez Sarofim & Co
723
Fayez Sarofim & Co
Texas
$251K
JWCA
724
J.W. Cole Advisors
Florida
$248K -$24.3K -810 -9%
OC
725
Oakworth Capital
Alabama
$248K