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Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
1801
Pictet North America Advisors
Switzerland
$815K
CWP
1802
Concord Wealth Partners
Virginia
$814K +$74.2K +1,497 +10%
MWPCG
1803
Measured Wealth Private Client Group
New Hampshire
$813K +$156K +3,151 +24%
LMKC
1804
L.M. Kohn & Company
Ohio
$813K +$813K +16,404 New
FIB
1805
First Interstate Bank
Montana
$812K +$120K +2,426 +17%
FMLI
1806
Fukoku Mutual Life Insurance
Japan
$811K -$3.12M -63,000 -79%
HCM
1807
Howland Capital Management
Massachusetts
$809K -$12.4K -250 -2%
BMC
1808
Benin Management Corp
Connecticut
$807K
WMA
1809
Wealth Management Associates
New Jersey
$807K +$65.7K +1,325 +9%
JSL
1810
JT Stratford LLC
Georgia
$805K +$62.8K +1,267 +8%
C
1811
Covestor
United Kingdom
$805K +$601K +12,122 +294%
RSVP
1812
Ramsay Stattman Vela & Price
Colorado
$804K
CRI
1813
Colonial River Investments
Virginia
$803K +$211K +4,267 +36%
PA
1814
PSI Advisors
Florida
$802K +$18.2K +367 +2%
PCMN
1815
Paradigm Capital Management (Nevada)
Nevada
$801K +$60K +1,210 +8%
PIM
1816
Platinum Investment Management
Australia
$799K +$18.8K +380 +2%
KFGK
1817
Keystone Financial Group (Kentucky)
Kentucky
$796K -$51.8K -1,046 -6%
HPWM
1818
Highland Private Wealth Management
Washington
$794K +$12.4K +251 +2%
GWM
1819
Gray Wealth Management
Maine
$793K +$1.98K +40 +0.3%
OWA
1820
One Wealth Advisors
California
$793K +$104K +2,091 +15%
PCM
1821
Pennsylvania Capital Management
Pennsylvania
$792K -$149K -3,000 -16%
Jones Financial Companies
1822
Jones Financial Companies
Missouri
$792K -$32.6K -658 -4%
GTAM
1823
Global Trust Asset Management
Florida
$792K +$37.4K +754 +5%
TA
1824
Tiedemann Advisors
New York
$792K +$531K +10,705 +203%
WSCM
1825
Wellington Shields Capital Management
New York
$791K -$549K -11,079 -41%