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Name Holding Trade Value Shares
Change
Change in
Stake
I
701
INVST
Indiana
$205K +$203K +2,971 New
DBT
702
Dubuque Bank & Trust
Iowa
$204K -$548 -8 -0.3%
BONST
703
Bank of Nova Scotia Trust
Ontario, Canada
$203K – – –
APA
704
American Portfolios Advisors
New York
$203K -$90.3K -1,319 -31%
FM
705
Family Management
New York
$202K – – –
MWM
706
Mission Wealth Management
California
$201K +$203K +2,970 New
RMC
707
Resources Management Corp
Connecticut
$193K +$196K +2,856 New
BBHC
708
Brown Brothers Harriman & Co
New York
$190K -$6.02K -88 -3%
BAM
709
Belpointe Asset Management
Nevada
$186K -$327K -4,774 -64%
WC
710
Whitney & Co
New York
$178K +$5.82K +85 +3%
FHB
711
First Hawaiian Bank
Hawaii
$177K +$179K +2,620 New
TCM
712
Tradewinds Capital Management
Washington
$174K – – –
CCM
713
Cribstone Capital Management
Maine
$172K – – –
AIM
714
Anchor Investment Management
South Carolina
$168K – – –
FWM
715
Focused Wealth Management
New York
$154K – – –
KF
716
Krilogy Financial
Missouri
$149K +$150K +2,195 New
MWPCG
717
Measured Wealth Private Client Group
New Hampshire
$145K +$147K +2,149 New
TPWA
718
TRUE Private Wealth Advisors
Oregon
$140K +$142K +2,069 New
HCM
719
Highlander Capital Management
New Jersey
$140K – – –
RCAG
720
Rehmann Capital Advisory Group
Michigan
$139K -$26.5K -387 -16%
AOWM
721
Alpha Omega Wealth Management
Virginia
$138K +$2.81K +41 +2%
JFA
722
JNBA Financial Advisors
Minnesota
$138K +$124K +1,812 +827%
TNBTD
723
Trustmark National Bank Trust Department
Mississippi
$136K +$137K +2,000 New
EWM
724
Endurance Wealth Management
Rhode Island
$134K – – –
KC
725
KHP Capital
Oklahoma
$134K – – –