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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1026
Harbour Investment Management
Washington
$3.83M +$3.75K +67 +0.1%
CWG
1027
Cornerstone Wealth Group
North Carolina
$3.82M -$169K -3,011 -5%
OLA
1028
Oliver Luxxe Assets
New Jersey
$3.82M -$115K -2,062 -3%
PAM
1029
Paradigm Asset Management
New York
$3.82M +$179K +3,200 +5%
SW
1030
SteelPeak Wealth
California
$3.81M +$3.56M +63,578 New
PCTC
1031
Perkins Coie Trust Company
Washington
$3.75M +$135K +2,405 +4%
PTC
1032
Private Trust Company
Ohio
$3.74M -$460K -8,215 -12%
TFA
1033
Toth Financial Advisory
Virginia
$3.74M +$82.6K +1,476 +2%
AIM
1034
Acropolis Investment Management
Missouri
$3.73M -$30.3K -542 -0.9%
CIA
1035
Cascade Investment Advisors
Oregon
$3.73M -$113K -2,026 -3%
SCA
1036
Sage Capital Advisors
South Dakota
$3.72M +$38.6K +689 +1%
WAM
1037
Wealthspire Advisors (Maryland)
Maryland
$3.72M +$6.66K +119 +0.2%
FSA
1038
Fort Sheridan Advisors
Illinois
$3.67M +$12.5K +224 +0.4%
FWM
1039
Frontier Wealth Management
Missouri
$3.67M -$1.35M -24,092 -28%
FNBTCON
1040
First National Bank & Trust Co of Newtown
Pennsylvania
$3.66M -$95.1K -1,700 -3%
CPA
1041
Capital Planning Advisors
California
$3.66M -$23.9K -427 -0.7%
MAFM
1042
Mid Atlantic Financial Management
Pennsylvania
$3.66M +$12.9K +231 +0.4%
WAOTB
1043
Wealth Advisors of Tampa Bay
Florida
$3.63M -$525K -9,389 -13%
LOAMS
1044
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.63M +$1.06M +18,861 +45%
BAM
1045
Boyar Asset Management
New York
$3.62M -$62.5K -1,117 -2%
FLI
1046
Family Legacy Inc
South Carolina
$3.61M -$14.2K -253 -0.4%
HAG
1047
HighPoint Advisor Group
Illinois
$3.6M +$135K +2,420 +4%
SCM
1048
Southport Capital Management
Tennessee
$3.6M -$81.4K -1,455 -2%
SS
1049
Simplicity Solutions
Minnesota
$3.59M +$934K +16,690 +39%
WBC
1050
West Branch Capital
Massachusetts
$3.59M +$1.74K +31 +0.1%
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