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Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
2051
Quintet Private Bank (Europe)
Luxembourg
$128K -$1.99M -22,940 -94%
SC
2052
Solstein Capital
California
$127K +$92.4K +1,066 +335%
DRP
2053
Decker Retirement Planning
Utah
$127K +$99.7K +1,150 +498%
CLOS
2054
Compagnie Lombard Odier SCmA
Switzerland
$125K +$1.04K +12 +0.9%
CAM
2055
Costello Asset Management
Pennsylvania
$123K +$433 +5 +0.4%
WPWM
2056
Western Pacific Wealth Management
Illinois
$121K
BHWM
2057
Beaird Harris Wealth Management
Texas
$121K -$13.2K -152 -10%
PC
2058
Promus Capital
Illinois
$120K
NCM
2059
Northwest Capital Management
Oregon
$112K -$30.3K -350 -22%
FFC
2060
First Financial Corp
Indiana
$109K -$218K -2,511 -68%
WSC
2061
Wellington Shields & Co
New York
$106K -$9.1K -105 -8%
LWA
2062
Lowe Wealth Advisors
Maryland
$104K
ECM
2063
Elgethun Capital Management
South Dakota
$102K
CWM
2064
CarsonAllaria Wealth Management
Illinois
$102K +$1.04K +12 +1%
MWM
2065
MorganRosel Wealth Management
Colorado
$102K +$43.3K +500 +82%
PWMG
2066
Private Wealth Management Group
New Jersey
$98.1K +$1.3K +15 +1%
HWM
2067
Hemington Wealth Management
Virginia
$95K +$1.47K +17 +2%
CTB
2068
Country Trust Bank
Illinois
$94.3K +$26.6K +307 +43%
AW
2069
Avion Wealth
Texas
$94K -$65.3K -753 -42%
GG
2070
Gleason Group
Kentucky
$94K +$693 +8 +0.8%
MWA
2071
Medallion Wealth Advisors
Connecticut
$93.4K +$12.8K +148 +18%
FDCP
2072
Foster Dykema Cabot & Partners
Massachusetts
$92.9K
FF
2073
Finley Financial
Nevada
$92.4K
CVM
2074
Cheviot Value Management
California
$92.2K +$87 +1 +0.1%
PP
2075
Pingora Partners
Wyoming
$91.6K