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Name Holding Trade Value Shares
Change
Change in
Stake
OC
776
Oppenheimer & Co
New York
$338K +$24.2K +70 +9%
CMAI
777
Capital Management Associates Inc
Minnesota
$335K
CSP
778
Cary Street Partners
Virginia
$335K +$95.7K +277 +47%
SP
779
Successful Portfolios
Florida
$333K
BPC
780
Banque Pictet & Cie
Switzerland
$333K +$11.7K +34 +4%
MPWS
781
McCarter Private Wealth Services
Massachusetts
$332K +$298K +862 New
ATS
782
Ashton Thomas Securities
New York
$332K -$6.22K -18 -2%
QL
783
Quarry LP
New York
$330K -$70.1K -203 -19%
FCM
784
Fortis Capital Management
Washington
$329K +$16.9K +49 +6%
CPC
785
CFC Planning Company
Indiana
$328K +$294K +851 New
CWP
786
Concord Wealth Partners
Virginia
$325K -$4.14K -12 -1%
CFP
787
Catalyst Financial Partners
Massachusetts
$325K +$2.42K +7 +0.8%
OAM
788
Oak Asset Management
California
$324K
1C
789
111 Capital
France
$324K +$290K +841 New
PCM
790
Polymer Capital Management
New York
$321K -$506K -1,465 -64%
FT
791
Fiduciary Trust
Massachusetts
$320K -$80.5K -233 -22%
OFO
792
OneAscent Family Office
Alabama
$318K +$285K +826 New
CF
793
Centaurus Financial
California
$318K +$285K +825 New
DMBA
794
Deseret Mutual Benefit Administrators
Utah
$317K +$53.2K +154 +23%
PI
795
PFG Investments
New York
$313K +$280K +811 New
PDL
796
Portfolio Design Labs
California
$312K
PCIA
797
Prime Capital Investment Advisors
Kansas
$311K +$6.22K +18 +2%
EA
798
Everpar Advisors
Oklahoma
$311K +$279K +807 New
PWA
799
Pitcairn Wealth Advisors
Pennsylvania
$309K -$296K -856 -52%
FTEA
800
Forty-three Eighteen Advisors
Arkansas
$308K