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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
526
Carnegie Investment Counsel
Ohio
$296K +$614 +10 +0.2%
WJWM
527
Williams Jones Wealth Management
New York
$293K -$154K -2,500 -30%
BOH
528
Bank of Hawaii
Hawaii
$292K -$1.53M -24,862 -81%
WSC
529
Wellington Shields & Co
New York
$290K +$86.3K +1,404 +33%
VFA
530
Valeo Financial Advisors
Indiana
$289K +$69.4K +1,129 +25%
OAM
531
Oppenheimer Asset Management
New York
$286K -$57.7K -939 -14%
KWM
532
Kingsview Wealth Management
Oregon
$283K -$150K -2,434 -30%
XS
533
XR Securities
Illinois
$280K +$337K +5,488 New
APA
534
American Portfolios Advisors
New York
$277K +$13.4K +218 +4%
FIM
535
Freedom Investment Management
Connecticut
$274K -$1.3M -21,168 -80%
AC
536
Alexandria Capital
Virginia
$264K +$45.1K +734 +16%
SB
537
Simmons Bank
Arkansas
$259K +$3.99K +65 +1%
PA
538
Parallel Advisors
California
$258K -$18.9K -308 -6%
JLBC
539
J.L. Bainbridge & Co
Florida
$256K
BFM
540
Boothbay Fund Management
New York
$255K -$896K -14,586 -74%
BCM
541
Bienville Capital Management
New York
$255K
SF
542
Synovus Financial
Georgia
$253K +$93.1K +1,516 +44%
CAM
543
Cresset Asset Management
Illinois
$251K +$69.2K +1,126 +30%
GIA
544
Gladstone Institutional Advisory
Florida
$246K -$201K -3,273 -40%
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$243K +$5.1K +83 +2%
BAM
546
Belpointe Asset Management
Nevada
$239K -$432K -7,031 -60%
Axa
547
Axa
France
$236K +$22.4K +365 +9%
GG
548
Gofen & Glossberg
Illinois
$233K +$7.37K +120 +3%
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$233K +$134K +2,175 +91%
EWA
550
EP Wealth Advisors
California
$231K +$23.4K +381 +9%