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Name Holding Trade Value Shares
Change
Change in
Stake
T
651
TOBAM
France
$233K +$32.1K +434 +18%
IFWM
652
Institute for Wealth Management
Colorado
$233K
SFP
653
Sweet Financial Partners
Minnesota
$229K -$148K -2,000 -42%
FNBOSM
654
First National Bank of South Miami
Florida
$229K -$518 -7 -0.3%
VCM
655
Vigilant Capital Management
Maine
$227K +$12.4K +168 +7%
WW
656
Westshore Wealth
California
$227K -$8.29K -112 -4%
DC
657
Diametric Capital
Massachusetts
$226K +$200K +2,704 New
GIA
658
Gateway Investment Advisers
Ohio
$226K -$11.3K -153 -5%
RPWA
659
Regent Peak Wealth Advisors
Georgia
$225K +$199K +2,686 New
JMFC
660
J.M. Forbes & Co
Massachusetts
$224K +$198K +2,675 New
DBRC
661
D.B. Root & Company
Pennsylvania
$223K +$197K +2,664 New
FCP
662
Fidelis Capital Partners
Florida
$222K +$196K +2,649 New
CHP
663
Cable Hill Partners
Oregon
$221K -$36.2K -489 -16%
AAIS
664
ABN AMRO Investment Solutions
$220K +$194K +2,629 New
SPC
665
Sigma Planning Corp
Michigan
$219K +$194K +2,622 New
HWM
666
Hohimer Wealth Management
Washington
$219K +$194K +2,617 New
HGWM
667
Horst & Graben Wealth Management
Oregon
$214K +$190K +2,562 New
SIA
668
Soltis Investment Advisors
Utah
$213K +$188K +2,542 New
Federated Hermes
669
Federated Hermes
Pennsylvania
$211K -$3.33K -45 -2%
IAIM
670
International Assets Investment Management
Florida
$211K +$187K +2,522 New
PP
671
PDS Planning
Ohio
$207K +$183K +2,474 New
PWM
672
Perigon Wealth Management
California
$207K +$183K +2,470 New
SIA
673
Schechter Investment Advisors
Michigan
$207K +$183K +2,470 New
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$205K +$181K +2,453 New
JSW
675
Journey Strategic Wealth
New Jersey
$203K +$180K +2,431 New