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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
551
Corient Capital Partners
California
$286K +$293K +1,168 New
KMWM
552
Keudell/Morrison Wealth Management
Oregon
$280K +$287K +1,142 New
BOPW
553
Brandywine Oak Private Wealth
Pennsylvania
$279K +$286K +1,139 New
BAM
554
Barrett Asset Management
New York
$278K
PAM
555
Private Asset Management
California
$272K
WA
556
WESPAC Advisors
California
$272K
FAIM
557
Financial Advocates Investment Management
Washington
$272K +$1.25K +5 +0.5%
BO
558
Bank OZK
Arkansas
$271K
WAM
559
Weiss Asset Management
Massachusetts
$269K +$56.7K +226 +26%
TAM
560
Tiverton Asset Management
Delaware
$268K
BCWM
561
Blue Chip Wealth Management
Florida
$268K +$274K +1,092 New
TCOV
562
Trust Company of Vermont
Vermont
$267K
Diamond Hill Capital Management
563
Diamond Hill Capital Management
Ohio
$266K
WPP
564
Whalerock Point Partners
Rhode Island
$266K
LFG
565
LifePlan Financial Group
Ohio
$265K
CBA
566
Coastal Bridge Advisors
Connecticut
$264K +$270K +1,075 New
ASN
567
Advisory Services Network
Georgia
$263K
IA
568
IFP Advisors
Florida
$263K +$269K +1,070 New
QCG
569
Quadrant Capital Group
Ohio
$260K +$4.77K +19 +2%
IFWM
570
Institute for Wealth Management
Colorado
$259K -$129K -512 -33%
CAM
571
Cozad Asset Management
Illinois
$258K
PCFFS
572
Pacific Center for Financial Services
California
$258K
SCM
573
Shelton Capital Management
Colorado
$254K -$2.89M -11,500 -92%
PRC
574
Pearl River Capital
Michigan
$250K +$256K +1,021 New
AIM
575
AIA Investment Management
Singapore
$249K +$255K +1,014 New