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Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
901
First National Bank Sioux Falls
South Dakota
$22K +$21.1K +561 New
AIM
902
Advantage Investment Management
Iowa
$21K +$7.14K +190 +56%
IWC
903
Integrated Wealth Counsel
California
$21K +$19.8K +527 New
SSB
904
Sandy Spring Bank
Maryland
$20K -$9.85K -262 -34%
QAM
905
QCI Asset Management
New York
$20K -$8.53K -227 -31%
LWM
906
Lenox Wealth Management
Ohio
$20K – – –
SFPIA
907
Stevens First Principles Investment Advisors
California
$20K – – –
IWMPD
908
Integrated Wealth Management (Palm Desert)
California
$19K +$3.72K +99 +25%
JSAM
909
J. Safra Asset Management
New York
$18K – – –
SIA
910
SeaBridge Investment Advisors
New Jersey
$18K – – –
ECM
911
Estabrook Capital Management
New York
$17.8K – – –
HCM
912
Highlander Capital Management
New Jersey
$17K -$52.7K -1,402 -77%
RPG
913
Risk Paradigm Group
Texas
$16.7K – – –
MWM
914
MinichMacGregor Wealth Management
New York
$16K -$1.47K -39 -9%
TFO
915
Tarbox Family Office
California
$16K +$639 +17 +4%
GBT
916
Grove Bank & Trust
Florida
$15K – – –
WAS
917
WESPAC Advisors SoCal
California
$14K -$57.1K -1,518 -81%
WA
918
Winfield Associates
Ohio
$14K +$2.74K +73 +26%
PHK
919
Point72 Hong Kong
Hong Kong
$13K -$198K -5,273 -94%
LWCFA
920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
SGAM
921
Smith Group Asset Management
Texas
$12K +$1.69K +45 +18%
LYV
922
Live Your Vision
Pennsylvania
$12K +$11.5K +305 New
BWP
923
Baldwin Wealth Partners
Massachusetts
$11K -$21.1K -561 -67%
JWA
924
JFS Wealth Advisors
Pennsylvania
$11K – – –
DPA
925
Delphi Private Advisors
California
$10K -$9.85K -262 -50%