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Name Holding Trade Value Shares
Change
Change in
Stake
WW
1826
Waterfront Wealth
Kansas
$747K – – –
ED
1827
Exane Derivatives
France
$747K -$335K -970 -32%
BFS
1828
Baskin Financial Services
Ontario, Canada
$746K – – –
FMN
1829
Financial Management Network
California
$745K -$43.2K -125 -6%
CMANY
1830
Capital Management Associates (New York)
New York
$744K -$1.37M -3,965 -66%
WKWM
1831
Walter & Keenan Wealth Management
Indiana
$744K +$91.6K +265 +15%
LSPW
1832
Lake Street Private Wealth
Illinois
$744K +$286K +826 +66%
PWA
1833
Physician Wealth Advisors
Utah
$738K -$1.73K -5 -0.2%
CCA
1834
Childress Capital Advisors
Texas
$738K +$121K +350 +21%
CANY
1835
Caxton Associates (New York)
New York
$734K +$706K +2,042 New
CAM
1836
Connacht Asset Management
New York
$731K +$704K +2,035 New
AIA
1837
Avalon Investment & Advisory
Texas
$730K -$305K -881 -30%
AWM
1838
Aberdeen Wealth Management
Illinois
$728K – – –
BCM
1839
Becker Capital Management
Oregon
$726K -$33.9K -98 -5%
NRW
1840
Nova R Wealth
Kansas
$726K +$699K +2,020 New
HHGA
1841
Halbert Hargrove Global Advisors
California
$721K +$31.1K +90 +5%
VST
1842
Van Strum & Towne
California
$719K – – –
MCS
1843
Metatron Capital SICAV
Malta
$719K +$692K +2,000 New
BCA
1844
Bay Colony Advisors
Massachusetts
$718K +$59.1K +171 +9%
HWM
1845
Howard Wealth Management
Connecticut
$716K -$1.38K -4 -0.2%
FH
1846
FWG Holdings
Florida
$714K +$24.6K +71 +4%
WAAG
1847
Wealth Alliance Advisory Group
Kansas
$710K +$193K +558 +39%
SICM
1848
Sustainable Insight Capital Management
New York
$709K -$74K -214 -10%
MAM
1849
Morse Asset Management
Connecticut
$708K -$495K -1,432 -42%
FMB
1850
Field & Main Bank
Kentucky
$707K +$83K +240 +14%