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Name Holding Trade Value Shares
Change
Change in
Stake
FCP
651
Fidelis Capital Partners
Florida
$636K -$542K -8,276 -46%
WA
652
Wealth Alliance
New York
$635K -$1.25K -19 -0.2%
CCM
653
Causeway Capital Management
California
$635K -$21.3M -325,502 -97%
AGA
654
Arkos Global Advisors
Texas
$633K
SPC
655
Sigma Planning Corp
Michigan
$631K -$19.7K -301 -3%
TPI
656
Trust Point Inc
Wisconsin
$630K -$32.4K -494 -5%
GI
657
GAMCO Investors
Connecticut
$629K +$20.9K +319 +3%
YIH
658
Y-Intercept (HK)
Hong Kong
$629K +$658K +10,034 New
NCM
659
Northwest Capital Management
Oregon
$627K
BWM
660
BKM Wealth Management
Wisconsin
$624K +$35.5K +541 +6%
GC
661
Grimes & Company
Massachusetts
$622K +$56.3K +859 +9%
QWP
662
Quotient Wealth Partners
Texas
$620K +$403K +6,152 +164%
PM
663
Penbrook Management
New York
$620K
IWM
664
IHT Wealth Management
Illinois
$615K -$135K -2,062 -17%
1WA
665
180 Wealth Advisors
Washington
$612K -$4.19K -64 -0.7%
MNBTD
666
Moody National Bank Trust Division
Texas
$612K +$392K +5,974 +157%
MHR
667
Matthew Hamilton Rosenberg
$612K -$8.52K -130 -1%
WAL
668
W Advisors LLC
Tennessee
$612K
CT
669
Clearstead Trust
Maine
$608K +$636K +9,712 New
JIP
670
Jaffetilchin Investment Partners
Florida
$605K +$611K +9,324 +2,759%
BOH
671
Bank of Hawaii
Hawaii
$605K -$14.7K -225 -2%
ST
672
Smithfield Trust
Pennsylvania
$605K
VCA
673
Verdence Capital Advisors
Maryland
$602K +$393 +6 +0.1%
FMTC
674
Farmers & Merchants Trust Company
California
$598K +$1.7K +26 +0.3%
FIM
675
Fruth Investment Management
Texas
$597K -$328 -5 -0.1%