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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1126
Trilogy Capital
California
$332K – – –
OAM
1127
Occidental Asset Management
California
$331K +$881 +10 +0.3%
SWM
1128
SeaCrest Wealth Management
New York
$330K -$213K -2,414 -39%
PWP
1129
Precedent Wealth Partners
Texas
$329K +$334K +3,790 New
PCM
1130
Parsons Capital Management
Rhode Island
$328K -$13.7K -156 -4%
GH
1131
GAM Holding
Switzerland
$328K +$332K +3,773 New
MCM
1132
Mattern Capital Management
Colorado
$328K – – –
BA
1133
Bridgewater Advisors
New York
$327K +$2.64K +30 +0.7%
TPBG
1134
Turning Point Benefit Group
Maryland
$325K +$22.6K +256 +7%
KFA
1135
Krane Funds Advisors
New York
$325K -$25.6K -291 -7%
CCAL
1136
City Center Advisors LLC
Michigan
$324K -$30.9K -351 -9%
SI
1137
Severin Investments
Missouri
$324K -$124K -1,412 -28%
FG
1138
Fiduciary Group
Georgia
$322K – – –
PFW
1139
Petros Family Wealth
Minnesota
$320K +$4.58K +52 +1%
WC
1140
Weil Company
California
$320K +$3.79K +43 +1%
HPC
1141
HM Payson & Co
Maine
$318K – – –
KIA
1142
KCM Investment Advisors
California
$317K -$1.85K -21 -0.6%
PWA
1143
PCG Wealth Advisors
Kansas
$316K – – –
GC
1144
Guilbault Capital
Louisiana
$316K – – –
FWTB
1145
First Western Trust Bank
Colorado
$316K +$881 +10 +0.3%
PWAC
1146
Private Wealth Advisors (California)
California
$315K +$3.7K +42 +1%
HCM
1147
Hengehold Capital Management
Ohio
$315K +$1.85K +21 +0.6%
GVCM
1148
Global View Capital Management
Wisconsin
$315K -$88.7K -1,007 -22%
OWP
1149
Obermeyer Wealth Partners
Colorado
$314K +$86.2K +979 +37%
LAM
1150
L2 Asset Management
Massachusetts
$313K +$17.8K +202 +6%
44 45
46
47 48