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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1501
Institute for Wealth Management
Colorado
$866K +$18.1K +257 +2%
AA
1502
Apriem Advisors
California
$865K +$18.1K +256 +2%
9WM
1503
9258 Wealth Management
Ohio
$863K +$836K +11,837 New
CWA
1504
Cypress Wealth Advisors
California
$861K -$32.4K -459 -4%
NCM
1505
Northwest Capital Management
Oregon
$861K +$5.08K +72 +0.6%
LKIM
1506
Lawson Kroeker Investment Management
Nebraska
$856K
HAIM
1507
Hunter Associates Investment Management
Pennsylvania
$855K -$104K -1,473 -11%
WA1
1508
Wimmer Associates 1
California
$855K +$22.9K +325 +3%
NSAM
1509
North Star Asset Management
Wisconsin
$853K -$23.9K -338 -3%
PBT
1510
Pictet Bank & Trust
Bahamas
$848K
WFM
1511
Wolff Financial Management
Michigan
$848K +$821K +11,633 New
V
1512
VeraBank
Texas
$847K +$820K +11,619 New
BPCE
1513
Bank Pictet & Cie (Europe)
Germany
$846K -$219K -3,102 -21%
AB
1514
AT Bancorp
Iowa
$846K -$5.93K -84 -0.7%
CI
1515
Capital International
California
$843K +$731K +10,351 +850%
EWA
1516
EP Wealth Advisors
California
$841K -$122K -1,724 -13%
OCM
1517
Osterweis Capital Management
California
$840K -$57.9K -820 -7%
SFM
1518
Signature Financial Management
Virginia
$838K -$1.54M -21,876 -66%
HI
1519
Hendershot Investments
Virginia
$838K
CHP
1520
Cable Hill Partners
Oregon
$837K +$318K +4,508 +65%
BAM
1521
Belpointe Asset Management
Nevada
$836K -$265K -3,758 -25%
OSNBOA
1522
Old Second National Bank of Aurora
Illinois
$835K
LMAM
1523
Legg Mason Asset Management
Japan
$833K -$37K -524 -4%
ATC
1524
Adirondack Trust Company
New York
$830K +$50.3K +713 +7%
BPA
1525
Beacon Pointe Advisors
California
$830K +$805K +11,401 New