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Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
926
Foster Dykema Cabot & Co
Massachusetts
$284K
IAIM
927
International Assets Investment Management
Florida
$281K +$4.48K +20 +2%
LWM
928
Liberty Wealth Management
California
$281K +$69.3K +309 +32%
NAM
929
NTV Asset Management
West Virginia
$280K +$448 +2 +0.2%
HWM
930
HB Wealth Management
Georgia
$280K +$18.6K +83 +7%
CL
931
CPWM LLC
Washington
$279K -$46.8K -209 -14%
WI
932
Wintrust Investments
Illinois
$279K +$27.1K +121 +11%
AG
933
AlphaSimPlex Group
Massachusetts
$279K +$284K +1,266 New
CG
934
Caprock Group
Idaho
$279K +$284K +1,267 New
TWA
935
TPB Wealth Advisors
Texas
$278K -$40.3K -180 -13%
SAMT
936
Select Asset Management & Trust
Pennsylvania
$276K
NB
937
NBT Bank
New York
$275K -$67.2K -300 -19%
SFS
938
Strategic Financial Services
New York
$274K
HIA
939
Harbor Investment Advisory
Maryland
$273K -$7.62K -34 -3%
MPW
940
MGO Private Wealth
California
$272K +$276K +1,233 New
LCM
941
Lewis Capital Management
California
$269K
OPS
942
Orion Portfolio Solutions
Nebraska
$269K +$273K +1,219 New
LOAMS
943
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K -$597K -2,665 -69%
VWA
944
V Wealth Advisors
Kansas
$267K +$43K +192 +19%
RA
945
RFG Advisory
Alabama
$267K +$260K +1,158 New
MIM
946
MTM Investment Management
South Carolina
$266K +$1.34K +6 +0.5%
HAFS
947
Hapanowicz & Associates Financial Services
Pennsylvania
$265K
PCIA
948
Prime Capital Investment Advisors
Kansas
$260K -$18.2K -81 -6%
FCFC
949
First Citizens Financial Corp
Iowa
$260K
PWM
950
Perigon Wealth Management
California
$259K +$6.72K +30 +3%