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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
851
Chickasaw Capital Management
Tennessee
$305K
PPWP
852
Premier Path Wealth Partners
New Jersey
$304K +$327K +664 New
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K -$18.2K -37 -5%
PWM
854
Perigon Wealth Management
California
$303K
PA
855
Pinnacle Associates
New York
$301K -$30.1K -61 -8%
HW
856
Hancock Whitney
Mississippi
$301K -$29.6K -60 -8%
ECM
857
Estabrook Capital Management
New York
$299K
SIM
858
Sentry Investment Management
Wisconsin
$298K -$34.5K -70 -10%
IBOK
859
Independence Bank of Kentucky
Kentucky
$298K +$175K +355 +120%
ACM
860
AlphaStar Capital Management
North Carolina
$293K -$19.7K -40 -6%
WAG
861
Wallace Advisory Group
California
$290K -$31.1K -63 -10%
Bank Julius Baer & Co
862
Bank Julius Baer & Co
Switzerland
$290K -$6.14M -12,462 -95%
FBT
863
First Bank & Trust
South Dakota
$289K +$2.46K +5 +0.8%
EWA
864
Exencial Wealth Advisors
Oklahoma
$289K -$298K -604 -49%
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$288K -$4.44K -9 -1%
BBI
866
Baxter Bros Inc
Connecticut
$286K +$986 +2 +0.3%
WFI
867
West Family Investments
California
$285K +$307K +623 New
TWP
868
Total Wealth Planning
Ohio
$285K +$53.7K +109 +21%
GC
869
GFG Capital
Florida
$284K +$2.46K +5 +0.8%
CWM
870
Calamos Wealth Management
Illinois
$283K -$20.7K -42 -6%
EFS
871
Essex Financial Services
Connecticut
$283K +$50.8K +103 +20%
WAM
872
Watershed Asset Management
California
$279K +$45.8K +93 +18%
RCM
873
Radnor Capital Management
Pennsylvania
$277K +$29.6K +60 +11%
SWA
874
Stratos Wealth Advisors
Ohio
$275K -$106K -215 -26%
BFS
875
Bard Financial Services
Connecticut
$275K