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Name Holding Trade Value Shares
Change
Change in
Stake
VIS
1226
Vega Investment Solutions
France
$794K -$9.58M -209,067 -92%
SCM
1227
Sitrin Capital Management
California
$794K +$825K +18,000 New
FA
1228
Fagan Associates
New York
$792K – – –
Vanguard Capital Wealth Advisors
1229
Vanguard Capital Wealth Advisors
Colorado
$792K -$66.5K -1,450 -7%
ML
1230
McAdam LLC
Pennsylvania
$791K +$243K +5,305 +42%
Curi RMB Capital
1231
Curi RMB Capital
Illinois
$789K -$314K -6,857 -28%
SC
1232
Searle & Co
Connecticut
$786K – – –
PCP
1233
Pacific Capital Partners
$786K +$816K +17,800 New
SAM
1234
Strategy Asset Managers
California
$784K +$814K +17,762 New
COCM
1235
Charter Oak Capital Management
New Hampshire
$779K -$184K -4,005 -18%
FIB
1236
First Interstate Bank
Montana
$779K +$4.45K +97 +0.6%
STB
1237
S&T Bank
Pennsylvania
$779K -$311K -6,792 -28%
WF
1238
Womack Financial
Texas
$778K -$31.2K -680 -4%
PFBT
1239
Parkside Financial Bank & Trust
Missouri
$774K -$43.1K -941 -5%
DF
1240
Donoghue Forlines
Massachusetts
$773K +$482K +10,510 +150%
Klingman & Associates
1241
Klingman & Associates
New York
$772K +$45.2K +987 +6%
BW
1242
Basepoint Wealth
Iowa
$770K -$39.7K -867 -5%
CIA
1243
Compass Ion Advisors
Pennsylvania
$770K -$16.1K -352 -2%
YIM
1244
Yoffe Investment Management
Pennsylvania
$767K – – –
CRWM
1245
Castle Rock Wealth Management
California
$766K +$71.1K +1,552 +11%
SWASL
1246
Spartan Wealth Advisory Services LLC
Michigan
$766K +$795K +17,354 New
PWMAG
1247
Pinnacle Wealth Management Advisory Group
New Jersey
$765K -$45.2K -987 -5%
AA
1248
Alta Advisers
United Kingdom
$764K – – –
CWP
1249
Corepath Wealth Partners
Arizona
$763K – – –
BP
1250
BWM Planning
Texas
$763K -$367 -8 -0%