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Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
1701
IQ EQ Fund Management
Ireland
$216K +$27.3K +341 +13%
LPT
1702
Legacy Private Trust
Wisconsin
$216K – – –
HFG
1703
Heron Financial Group
New York
$215K -$10.8K -135 -5%
BC
1704
Burney Company
Virginia
$214K +$12.5K +156 +5%
BAM
1705
Boyar Asset Management
New York
$214K -$10.8K -135 -4%
LFM
1706
Lumina Fund Management
New York
$214K – – –
S
1707
swisspartners
Liechtenstein
$214K – – –
WA
1708
Wambolt & Associates
Colorado
$213K -$3.52K -44 -1%
PL
1709
Plancorp LLC
Missouri
$213K -$115K -1,441 -32%
CB
1710
Cadence Bank
Mississippi
$212K -$123K -1,540 -34%
WSCM
1711
Wellington Shields Capital Management
New York
$212K -$8K -100 -3%
MIP
1712
Marietta Investment Partners
Wisconsin
$211K -$10.3K -129 -4%
BOTW
1713
Bank of the West
California
$210K -$72K -900 -23%
HFM
1714
Harvest Fund Management
China
$210K -$136K -1,705 -37%
NL
1715
NWAM LLC
Washington
$210K +$16K +200 +7%
FMTC
1716
Farmers & Merchants Trust Company
California
$208K -$4.56K -57 -2%
AWS
1717
Arkfeld Wealth Strategies
Nebraska
$207K +$960 +12 +0.5%
CWP
1718
Curated Wealth Partners
California
$206K -$42.5K -531 -16%
PAM
1719
Private Asset Management
California
$205K -$32K -400 -12%
WDA
1720
Wendell David Associates
New Hampshire
$204K -$20K -250 -8%
PB
1721
Pinnacle Bancorp
Nebraska
$204K +$8.88K +111 +4%
OWP
1722
Obermeyer Wealth Partners
Colorado
$204K -$22.5K -281 -9%
FFWM
1723
Future Financial Wealth Management
Ohio
$203K +$228K +2,844 New
GM
1724
GeoWealth Management
Illinois
$202K -$213K -2,657 -48%
HWM
1725
Hohimer Wealth Management
Washington
$202K -$831K -10,379 -79%
67 68
69
70 71