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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
826
First Manhattan
New York
$258K +$2.54K +40 +0.9%
FWCM
827
Ferguson Wellman Capital Management
Oregon
$256K +$10K +158 +4%
TFM
828
TFC Financial Management
Massachusetts
$252K +$634 +10 +0.2%
CWP
829
Curated Wealth Partners
California
$251K -$380 -6 -0.1%
NWS
830
Newport Wealth Strategies
California
$251K – – –
CFAM
831
Center For Asset Management
Florida
$250K +$264K +4,172 New
SW
832
SteelPeak Wealth
California
$247K -$1.51M -23,871 -85%
DAS
833
Dynamic Advisor Solutions
Arizona
$246K +$2.15K +34 +0.8%
PFA
834
Pinnacle Family Advisors
Missouri
$245K +$260K +4,097 New
SFI
835
SPC Financial Inc
Maryland
$244K – – –
CA
836
Continuum Advisory
Idaho
$241K +$256K +4,035 New
AAM
837
AR Asset Management
California
$239K – – –
JPMIA
838
J.P. Marvel Investment Advisors
Massachusetts
$239K – – –
TWP
839
Tempus Wealth Planning
California
$239K +$253K +3,989 New
PP
840
PDT Partners
New York
$239K +$254K +4,000 New
KWM
841
Kingsview Wealth Management
Oregon
$236K -$21.6K -341 -8%
GAM
842
Griffin Asset Management
New York
$233K – – –
APA
843
American Portfolios Advisors
New York
$232K +$2.6K +41 +1%
AC
844
Abbrea Capital
California
$232K +$29.5K +465 +14%
PIM
845
Perpetual Investment Management
Australia
$231K -$108K -1,700 -31%
LC
846
Lavaca Capital
Texas
$229K – – –
FNBOSM
847
First National Bank of South Miami
Florida
$228K +$27.9K +440 +13%
KI
848
Koch Industries
Kansas
$227K – – –
SWA
849
Stratos Wealth Advisors
Ohio
$225K +$20K +315 +9%
CWP
850
Concord Wealth Partners
Virginia
$225K +$162K +2,562 +213%