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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
926
EverSource Wealth Advisors
Alabama
$230K -$9.06K -260 -4%
WWM
927
Wolff Wiese Magana
California
$229K -$11.8K -340 -5%
AIM
928
AHL Investment Management
Florida
$229K +$212K +6,070 New
WANY
929
Wealthspire Advisors (New York)
New York
$228K +$211K +6,060 New
WAS
930
Winch Advisory Services
Wisconsin
$227K – – –
NAM
931
NorthCrest Asset Manangement
Minnesota
$227K +$210K +6,030 New
CWA
932
CJM Wealth Advisers
Virginia
$226K +$209K +6,000 New
SPA
933
Sherbrooke Park Advisers
New York
$226K +$209K +6,000 New
PVH
934
Psagot Value Holdings
Israel
$226K – – –
MBT
935
Montecito Bank & Trust
California
$225K +$208K +5,980 New
RFC
936
Regions Financial Corp
Alabama
$222K +$205K +5,890 New
FAM
937
Flaharty Asset Management
Florida
$221K -$55.8K -1,600 -21%
IIM
938
InTrack Investment Management
Vermont
$221K +$204K +5,860 New
HCM
939
Hollencrest Capital Management
California
$220K +$203K +5,830 New
CI
940
CX Institutional
Indiana
$219K +$203K +5,820 New
AG
941
AIA Group
Hong Kong
$218K -$1.97M -56,620 -91%
NF
942
Nikulski Financial
Iowa
$218K +$201K +5,770 New
OPA
943
Old Port Advisors
Maine
$217K +$201K +5,760 New
SIA
944
Sit Investment Associates
Minnesota
$217K -$36.6K -1,050 -15%
TIA
945
Traphagen Investment Advisors
New Jersey
$217K -$4.42M -126,950 -96%
TCOV
946
Trust Company of Vermont
Vermont
$217K -$11.5K -330 -5%
CC
947
Courier Capital
New York
$211K +$195K +5,600 New
PTC
948
Philadelphia Trust Company
Pennsylvania
$211K +$195K +5,600 New
EDRH
949
Edmond de Rothschild Holding
Switzerland
$211K -$57.9K -1,660 -23%
9WM
950
9258 Wealth Management
Ohio
$210K +$194K +5,560 New