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Name Holding Trade Value Shares
Change
Change in
Stake
ML
1126
McAdam LLC
Pennsylvania
$334K +$25.4K +288 +8%
S
1127
Sunpointe
Missouri
$333K -$4.49K -51 -1%
DAM
1128
Diamant Asset Management
Connecticut
$333K – – –
SCM
1129
Stevens Capital Management
Pennsylvania
$332K -$1.16M -13,150 -77%
TC
1130
Trilogy Capital
California
$332K – – –
OAM
1131
Occidental Asset Management
California
$331K +$881 +10 +0.3%
SWM
1132
SeaCrest Wealth Management
New York
$330K -$213K -2,414 -39%
PWP
1133
Precedent Wealth Partners
Texas
$329K +$334K +3,790 New
PCM
1134
Parsons Capital Management
Rhode Island
$328K -$13.7K -156 -4%
GH
1135
GAM Holding
Switzerland
$328K +$332K +3,773 New
MCM
1136
Mattern Capital Management
Colorado
$328K – – –
BA
1137
Bridgewater Advisors
New York
$327K +$2.64K +30 +0.7%
TPBG
1138
Turning Point Benefit Group
Maryland
$325K +$22.6K +256 +7%
KFA
1139
Krane Funds Advisors
New York
$325K -$25.6K -291 -7%
CCAL
1140
City Center Advisors LLC
Michigan
$324K -$30.9K -351 -9%
SI
1141
Severin Investments
Missouri
$324K -$124K -1,412 -28%
FG
1142
Fiduciary Group
Georgia
$322K – – –
PFW
1143
Petros Family Wealth
Minnesota
$320K +$4.58K +52 +1%
WC
1144
Weil Company
California
$320K +$3.79K +43 +1%
HPC
1145
HM Payson & Co
Maine
$318K – – –
KIA
1146
KCM Investment Advisors
California
$317K -$1.85K -21 -0.6%
PWA
1147
PCG Wealth Advisors
Kansas
$316K – – –
GC
1148
Guilbault Capital
Louisiana
$316K – – –
FWTB
1149
First Western Trust Bank
Colorado
$316K +$881 +10 +0.3%
PWAC
1150
Private Wealth Advisors (California)
California
$315K +$3.7K +42 +1%