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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
976
Letson Investment Management
Georgia
$267K
BFG
977
Bleakley Financial Group
New Jersey
$266K -$66.9K -373 -19%
BHPW
978
Beverly Hills Private Wealth
California
$264K +$717 +4 +0.3%
OAM
979
Ostrum Asset Management
France
$263K -$1.62M -9,033 -85%
TTWM
980
TCV Trust & Wealth Management
Virginia
$262K
CPW
981
Cove Private Wealth
New York
$261K +$277K +1,544 New
AFW
982
Avantra Family Wealth
Pennsylvania
$260K +$276K +1,537 New
SFWC
983
Strategic Family Wealth Counselors
New Jersey
$260K +$179 +1 +0.1%
OAS
984
Optivise Advisory Services
Tennessee
$259K +$65.6K +366 +31%
HH
985
Hilltop Holdings
Texas
$256K -$906K -5,052 -77%
BMC
986
Beaton Management Company
Massachusetts
$256K
HF
987
HRT Financial
New York
$256K +$271K +1,513 New
OBGC
988
O'Brien Greene & Co
Pennsylvania
$255K +$1.44K +8 +0.5%
CI Investments Inc
989
CI Investments Inc
Ontario, Canada
$255K -$779K -4,346 -74%
RPC
990
Rossmore Private Capital
Connecticut
$254K
KCM
991
Kanawha Capital Management
Virginia
$254K -$20.6K -115 -7%
NFG
992
Nadler Financial Group
Illinois
$254K
BOSSRA
993
B.O.S.S. Retirement Advisors
Utah
$254K +$269K +1,499 New
SFS
994
Security Financial Services
Indiana
$254K +$24.2K +135 +10%
GVCM
995
Global View Capital Management
Wisconsin
$253K +$269K +1,500 New
PA
996
PFG Advisors
Arizona
$252K -$775K -4,323 -74%
PWM
997
Perigon Wealth Management
California
$251K -$30.5K -170 -9%
CI
998
Cigna Investments
Connecticut
$251K -$4.84K -27 -2%
SW
999
SVB Wealth
Massachusetts
$251K +$265K +1,480 New
CD
1000
Chapin Davis
Maryland
$250K