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Name Holding Trade Value Shares
Change
Change in
Stake
EA
1751
Eclectic Associates
California
$840K +$28.2K +797 +3%
CCMT
1752
CMT Capital Markets Trading
Germany
$839K +$682K +19,300 +322%
MFWP
1753
Mosaic Family Wealth Partners
Missouri
$838K -$1.98K -56 -0.2%
FWM
1754
Forza Wealth Management
Florida
$837K
BPCE
1755
Bank Pictet & Cie (Europe)
Germany
$837K -$1M -28,350 -53%
JMFC
1756
J.M. Forbes & Co
Massachusetts
$832K +$88.2K +2,494 +11%
CA
1757
Capital Advantage
California
$832K +$18K +508 +2%
BBNA
1758
Bremer Bank National Association
Minnesota
$830K +$45.1K +1,275 +5%
PAS
1759
Professional Advisory Services
Florida
$830K -$86.6K -2,450 -9%
AW
1760
Atlas Wealth
Ohio
$830K -$453K -12,824 -34%
KFA
1761
Kelleher Financial Advisors
New York
$829K -$203K -5,739 -19%
TAM
1762
Todd Asset Management
Kentucky
$829K
PIMG
1763
Patriot Investment Management Group
Tennessee
$829K -$50.8K -1,437 -5%
HCM
1764
Highlander Capital Management
New Jersey
$828K +$303K +8,566 +52%
PSB
1765
Piscataqua Savings Bank
New Hampshire
$826K -$10.8K -305 -1%
NL
1766
NVWM LLC
Pennsylvania
$823K +$90.2K +2,550 +11%
PA
1767
PSI Advisors
Florida
$822K +$130K +3,680 +17%
MSFP
1768
Mark Sheptoff Financial Planning
Connecticut
$822K -$327K -9,247 -27%
WMG
1769
WESCAP Management Group
California
$822K -$146K -4,133 -14%
SWP
1770
Summit Wealth Partners
Florida
$821K +$22.2K +627 +3%
KTA
1771
Keeley-Teton Advisors
Illinois
$820K +$53K +1,500 +6%
GC
1772
Gilbert & Cook
Iowa
$819K +$67.7K +1,915 +8%
LWM
1773
Lodestone Wealth Management
Washington
$818K -$33.8K -955 -4%
PP
1774
PDS Planning
Ohio
$817K -$98.4K -2,783 -10%
NW
1775
Naviter Wealth
Arkansas
$816K -$31.8K -898 -4%