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Name Holding Trade Value Shares
Change
Change in
Stake
BONST
701
Bank of Nova Scotia Trust
Ontario, Canada
$203K
APA
702
American Portfolios Advisors
New York
$203K -$90.3K -1,319 -31%
FM
703
Family Management
New York
$202K
MWM
704
Mission Wealth Management
California
$201K +$203K +2,970 New
RMC
705
Resources Management Corp
Connecticut
$193K +$196K +2,856 New
BBHC
706
Brown Brothers Harriman & Co
New York
$190K -$6.02K -88 -3%
BAM
707
Belpointe Asset Management
Nevada
$186K -$327K -4,774 -64%
WC
708
Whitney & Co
New York
$178K +$5.82K +85 +3%
FHB
709
First Hawaiian Bank
Hawaii
$177K +$179K +2,620 New
TCM
710
Tradewinds Capital Management
Washington
$174K
CCM
711
Cribstone Capital Management
Maine
$172K
AIM
712
Anchor Investment Management
South Carolina
$168K
FWM
713
Focused Wealth Management
New York
$154K
KF
714
Krilogy Financial
Missouri
$149K +$150K +2,195 New
MWPCG
715
Measured Wealth Private Client Group
New Hampshire
$145K +$147K +2,149 New
TPWA
716
TRUE Private Wealth Advisors
Oregon
$140K +$142K +2,069 New
HCM
717
Highlander Capital Management
New Jersey
$140K
RCAG
718
Rehmann Capital Advisory Group
Michigan
$139K -$26.5K -387 -16%
AOWM
719
Alpha Omega Wealth Management
Virginia
$138K +$2.81K +41 +2%
JFA
720
JNBA Financial Advisors
Minnesota
$138K +$124K +1,812 +827%
TNBTD
721
Trustmark National Bank Trust Department
Mississippi
$136K +$137K +2,000 New
EWM
722
Endurance Wealth Management
Rhode Island
$134K
KC
723
KHP Capital
Oklahoma
$134K
MCA
724
Mercer Capital Advisers
New Jersey
$134K
RWA
725
Ropes Wealth Advisors
Massachusetts
$134K