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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1051
Waldron Private Wealth
Pennsylvania
$997K – – –
SIA
1052
Schechter Investment Advisors
Michigan
$996K -$643K -8,033 -36%
IAN
1053
Integrated Advisors Network
Texas
$995K -$376K -4,700 -25%
P
1054
Pitcairn
Pennsylvania
$995K -$402K -5,021 -26%
AIM
1055
Aspen Investment Management
Michigan
$992K -$33.6K -420 -3%
LOAMS
1056
Lombard Odier Asset Management (Switzerland)
Switzerland
$988K +$829K +10,360 +295%
HH
1057
Hilltop Holdings
Texas
$981K -$21.4K -267 -2%
BPCA
1058
Bank Pictet & Cie (Asia)
Singapore
$981K +$132K +1,655 +14%
LC
1059
Lavaca Capital
Texas
$979K -$8.16K -102 -0.9%
DWM
1060
Darwin Wealth Management
Florida
$976K -$43.4K -542 -4%
AWA
1061
Arkadios Wealth Advisors
Georgia
$973K +$218K +2,730 +25%
CAAS
1062
Capital Asset Advisory Services
Michigan
$966K +$30.8K +385 +3%
TAM
1063
Trust Asset Management
Texas
$965K – – –
MYIA
1064
Mount Yale Investment Advisors
Colorado
$964K -$1.32M -16,499 -55%
AWM
1065
Avitas Wealth Management
California
$961K -$1.52K -19 -0.1%
BCM
1066
Brookstone Capital Management
Illinois
$958K +$21.8K +272 +2%
AA
1067
Altrafin AG
$952K – – –
HI
1068
Harbour Investments
Wisconsin
$951K +$41.5K +518 +4%
IWM
1069
IHT Wealth Management
Illinois
$950K -$132K -1,650 -11%
CSPIA
1070
Cary Street Partners Investment Advisory
Virginia
$947K +$1.52K +19 +0.1%
AOWM
1071
Alpha Omega Wealth Management
Virginia
$947K +$77.5K +968 +8%
LCM
1072
Legato Capital Management
California
$947K +$1.06M +13,292 New
RIA
1073
Realta Investment Advisors
Delaware
$945K -$32.3K -403 -3%
UCFA
1074
United Capital Financial Advisors
Texas
$944K -$272K -3,396 -20%
HCCM
1075
Hudson Canyon Capital Management
New York
$943K – – –
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