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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1201
Compagnie Lombard Odier SCmA
Switzerland
$149K -$23.2K -315 -13%
AF
1202
Advisornet Financial
Minnesota
$148K -$33.3K -452 -18%
HHCP
1203
Hilton Head Capital Partners
South Carolina
$146K +$147K +1,989 New
UBP
1204
Union Bancaire Privee
Switzerland
$146K
SIS
1205
Sound Income Strategies
Florida
$143K -$17.8K -242 -11%
BCFD
1206
Boit C.F. David
$142K
TSMHT
1207
Thurston Springer Miller Herd & Titak
Indiana
$139K +$140K +1,896 New
NWMP
1208
Noble Wealth Management PBC
Colorado
$139K +$139K +1,886 New
WCM
1209
Westend Capital Management
California
$137K -$4.42K -60 -3%
PB
1210
Pinnacle Bancorp
Nebraska
$133K
MWA
1211
Medallion Wealth Advisors
Connecticut
$132K -$81K -1,099 -38%
AWM
1212
Ameliora Wealth Management
Switzerland
$126K
WCM
1213
Winthrop Capital Management
Indiana
$119K
RF
1214
Rossby Financial
Florida
$116K +$7.81K +106 +7%
CBT
1215
Crews Bank & Trust
Florida
$115K -$42.4K -575 -27%
GBT
1216
Grove Bank & Trust
Florida
$115K -$3.68K -50 -3%
ITIM
1217
Indiana Trust & Investment Management
Indiana
$112K
LSA
1218
Leonteq Securities AG
Switzerland
$110K
CTA
1219
Colonial Trust Advisors
South Carolina
$109K +$9.5K +129 +9%
BL
1220
BFSG LLC
California
$109K +$1.99K +27 +2%
TFGT
1221
TS Financial Group (TSFG)
Illinois
$106K
WBC
1222
West Branch Capital
Massachusetts
$106K
FCAS
1223
First Command Advisory Services
Texas
$103K +$1.99K +27 +2%
TLA
1224
Tanglewood Legacy Advisors
Texas
$102K -$36.8K -500 -26%
Fidelity International
1225
Fidelity International
Bermuda
$99.7K +$1.84K +25 +2%