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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1476
Aviso Wealth Management
Washington
$442K +$107K +730 +32%
CCC
1477
Compass Capital Corp
Massachusetts
$442K -$13.2K -90 -3%
PCH
1478
PGIM Custom Harvest
New Jersey
$441K +$38K +260 +9%
BMO
1479
Beck Mack & Oliver
New York
$440K
NI
1480
Natural Investments
California
$439K -$2.93K -20 -0.7%
IA
1481
IFC Advisors
California
$439K -$61.4K -420 -12%
MWP
1482
Meriwether Wealth & Planning
Louisiana
$439K
RYIA
1483
Roehl & Yi Investment Advisors
Oregon
$436K +$1.46K +10 +0.3%
LNB
1484
Ledyard National Bank
$434K -$1.46K -10 -0.3%
LSA
1485
Lansing Street Advisors
Pennsylvania
$434K +$432K +2,950 New
CPA
1486
Capital Performance Advisors
California
$433K +$10.2K +70 +2%
GSIS
1487
Global Strategic Investment Solutions
Arizona
$432K -$335K -2,290 -43%
WHCI
1488
W.H. Cornerstone Investments
Massachusetts
$431K
Fayez Sarofim & Co
1489
Fayez Sarofim & Co
Texas
$430K
AIA
1490
AssuredPartners Investment Advisors
Florida
$430K +$65.8K +450 +19%
DAC
1491
Dutch Asset Corp
New York
$429K +$80.5K +550 +23%
BPC
1492
Banque Pictet & Cie
Switzerland
$428K -$79K -540 -16%
PMAM
1493
Picton Mahoney Asset Management
Ontario, Canada
$428K -$10.2K -70 -2%
DF
1494
Dunhill Financial
United Kingdom
$425K +$396K +2,710 +1,594%
HCM
1495
Howland Capital Management
Massachusetts
$424K +$107K +730 +34%
JF
1496
JMN Financial
Ohio
$423K +$43.9K +300 +12%
GM
1497
GeoWealth Management
Illinois
$422K -$104K -710 -20%
SWM
1498
Segment Wealth Management
Texas
$421K +$11.7K +80 +3%
OWP
1499
ORG Wealth Partners
Texas
$420K +$27.8K +190 +7%
VFA
1500
Values First Advisors
Tennessee
$419K +$8.78K +60 +2%