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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
1176
FineMark National Bank & Trust
Florida
$696K -$40.1K -520 -5%
AWM
1177
Ameliora Wealth Management
Switzerland
$696K +$706K +9,160 New
CSPAM
1178
Cary Street Partners Asset Management
Virginia
$695K -$22.3K -290 -3%
Vanguard Capital Wealth Advisors
1179
Vanguard Capital Wealth Advisors
Colorado
$695K – – –
VWA
1180
V Wealth Advisors
Kansas
$692K +$702K +9,114 New
CIM
1181
CIM Investment Management
Pennsylvania
$692K -$87K -1,129 -11%
WTC
1182
WhitTier Trust Company
Nevada
$689K +$119K +1,543 +20%
APW
1183
Austin Private Wealth
Texas
$689K +$23.9K +310 +4%
SCM
1184
Saba Capital Management
New York
$688K – – –
RBFC
1185
Roman Butler Fullerton & Co
Missouri
$681K -$16.9K -219 -2%
HSA
1186
HBK Sorce Advisory
Pennsylvania
$676K -$196K -2,546 -22%
DWT
1187
Dorsey & Whitney Trust
South Dakota
$676K +$41.8K +543 +6%
AT
1188
Avalon Trust
New Mexico
$674K +$683K +8,873 New
BW
1189
Bison Wealth
Georgia
$668K -$31K -403 -4%
MFG
1190
Merit Financial Group
Georgia
$665K -$114K -1,475 -14%
WW
1191
Waterfront Wealth
Kansas
$665K +$24.6K +319 +4%
LIM
1192
Leavell Investment Management
Alabama
$664K -$69.1K -897 -9%
IA
1193
IFP Advisors
Florida
$663K -$872K -11,317 -59%
CG
1194
Carmignac Gestion
France
$657K -$18.6M -241,644 -97%
AIM
1195
Allen Investment Management
New York
$657K -$830K -10,781 -55%
NAG
1196
Northstar Advisory Group
New Jersey
$657K -$85K -1,104 -11%
BJL
1197
Brighton Jones LLC
Washington
$655K +$64.6K +839 +11%
DGAM
1198
Desjardins Global Asset Management
Quebec, Canada
$653K +$388K +5,037 +142%
PWPS
1199
Pinnacle Wealth Planning Services
Ohio
$652K +$50K +649 +8%
ST
1200
Smithfield Trust
Pennsylvania
$652K +$4.24K +55 +0.6%