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Name Holding Trade Value Shares
Change
Change in
Stake
SI
826
Seeds Investor
New York
$328K -$271K -5,495 -49%
NFC
827
Northeast Financial Consultants
Connecticut
$326K +$281K +5,700 New
SW
828
SteelPeak Wealth
California
$323K -$19.7K -400 -7%
FWCM
829
Ferguson Wellman Capital Management
Oregon
$323K -$436K -8,854 -61%
FHB
830
First Hawaiian Bank
Hawaii
$320K -$316K -6,419 -53%
WPC
831
Wedmont Private Capital
Pennsylvania
$319K +$13.6K +276 +5%
PAM
832
Paradigm Asset Management
New York
$317K -$91.1K -1,850 -25%
NHC
833
Nicholas Hoffman & Company
Georgia
$316K +$640 +13 +0.2%
MCM
834
Manchester Capital Management
Vermont
$316K +$1.48K +30 +0.5%
CSWM
835
Cassady Schiller Wealth Management
Ohio
$315K – – –
PP
836
PDS Planning
Ohio
$313K -$9.65K -196 -3%
FFA
837
First Foundation Advisors
California
$308K -$13.4M -271,809 -98%
CCM
838
CAAS Capital Management
New York
$306K +$263K +5,350 New
SIC
839
Shoker Investment Counsel
Ohio
$302K -$5.57K -113 -2%
PCM
840
Parsons Capital Management
Rhode Island
$301K +$260K +5,273 New
GI
841
Gradient Investments
Minnesota
$300K -$486K -9,870 -65%
LA
842
LexAurum Advisors
Kansas
$300K -$4.43K -90 -2%
BTWM
843
Baker Tilly Wealth Management
Wisconsin
$297K – – –
CI
844
Conning Inc
Connecticut
$297K -$244K -4,947 -49%
CRC
845
Curi RMB Capital
Illinois
$297K -$345 -7 -0.1%
CL
846
Choreo LLC
Illinois
$296K +$255K +5,180 New
SWA
847
Strata Wealth Advisors
Texas
$296K +$1.82K +37 +0.7%
CGL
848
Clarius Group LLC
Washington
$295K -$4.19K -85 -2%
FCFC
849
First Citizens Financial Corp
Iowa
$295K – – –
CI Investments Inc
850
CI Investments Inc
Ontario, Canada
$294K -$22.2K -450 -8%