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Name Holding Trade Value Shares
Change
Change in
Stake
SW
826
SteelPeak Wealth
California
$323K -$19.7K -400 -7%
FWCM
827
Ferguson Wellman Capital Management
Oregon
$323K -$436K -8,854 -61%
FHB
828
First Hawaiian Bank
Hawaii
$320K -$316K -6,419 -53%
WPC
829
Wedmont Private Capital
Pennsylvania
$319K +$13.6K +276 +5%
PAM
830
Paradigm Asset Management
New York
$317K -$91.1K -1,850 -25%
NHC
831
Nicholas Hoffman & Company
Georgia
$316K +$640 +13 +0.2%
MCM
832
Manchester Capital Management
Vermont
$316K +$1.48K +30 +0.5%
CSWM
833
Cassady Schiller Wealth Management
Ohio
$315K
PP
834
PDS Planning
Ohio
$313K -$9.65K -196 -3%
FFA
835
First Foundation Advisors
California
$308K -$13.4M -271,809 -98%
CCM
836
CAAS Capital Management
New York
$306K +$263K +5,350 New
SIC
837
Shoker Investment Counsel
Ohio
$302K -$5.57K -113 -2%
PCM
838
Parsons Capital Management
Rhode Island
$301K +$260K +5,273 New
GI
839
Gradient Investments
Minnesota
$300K -$486K -9,870 -65%
LA
840
LexAurum Advisors
Kansas
$300K -$4.43K -90 -2%
BTWM
841
Baker Tilly Wealth Management
Wisconsin
$297K
CI
842
Conning Inc
Connecticut
$297K -$244K -4,947 -49%
CRC
843
Curi RMB Capital
Illinois
$297K -$345 -7 -0.1%
CL
844
Choreo LLC
Illinois
$296K +$255K +5,180 New
SWA
845
Strata Wealth Advisors
Texas
$296K +$1.82K +37 +0.7%
CGL
846
Clarius Group LLC
Washington
$295K -$4.19K -85 -2%
FCFC
847
First Citizens Financial Corp
Iowa
$295K
CI Investments Inc
848
CI Investments Inc
Ontario, Canada
$294K -$22.2K -450 -8%
HFAS
849
Hummer Financial Advisory Services
Illinois
$294K
GFP
850
Gryphon Financial Partners
Ohio
$294K -$17K -345 -6%