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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
1476
Lombard Odier Asset Management (Switzerland)
Switzerland
$659K +$661K +4,437 New
MWM
1477
Minot Wealth Management
Massachusetts
$658K -$1.17M -7,835 -64%
PWM
1478
Paulson Wealth Management
Illinois
$657K -$1.04K -7 -0.2%
NWA
1479
New World Advisors
Massachusetts
$657K – – –
BFA
1480
Beacon Financial Advisory
Ohio
$657K +$2.23K +15 +0.3%
DAC
1481
Dividend Assets Capital
South Carolina
$657K +$17.6K +118 +3%
JWBC
1482
John W. Bristol & Co
New York
$656K – – –
SB
1483
Sunflower Bank
Texas
$654K -$33.5K -225 -5%
ACA
1484
Anchor Capital Advisors
Massachusetts
$652K -$3.58K -24 -0.5%
NAM
1485
NTV Asset Management
West Virginia
$649K -$160K -1,076 -20%
MW
1486
Marcum Wealth
Ohio
$648K -$287K -1,924 -31%
SC
1487
Searle & Co
Connecticut
$647K – – –
EDRH
1488
Edmond de Rothschild Holding
Switzerland
$646K -$4.93M -33,079 -88%
MIM
1489
Marco Investment Management
Georgia
$645K -$4.47K -30 -0.7%
PA
1490
Probity Advisors
Texas
$643K -$191K -1,280 -23%
PAM
1491
Peak Asset Management
Colorado
$643K – – –
PWM
1492
Palumbo Wealth Management
New York
$643K +$46.5K +312 +8%
TSW
1493
Thompson Siegel & Walmsley
Virginia
$641K – – –
ZIG
1494
Zuckerman Investment Group
Illinois
$639K – – –
LWM
1495
Loveless Wealth Management
Montana
$639K +$20K +134 +3%
CA
1496
Claro Advisors
Massachusetts
$637K +$58.3K +391 +10%
FANJ
1497
Financial Architects (New Jersey)
New Jersey
$633K -$136K -910 -18%
AWP
1498
Ascent Wealth Partners
New York
$633K +$18.2K +122 +3%
WPA
1499
Winning Points Advisors
Florida
$631K – – –
KTC
1500
Kistler-Tiffany Companies
Pennsylvania
$631K +$3.58K +24 +0.6%