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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1201
Strategic Wealth Partners
Ohio
$157K +$148K +2,009 +1,660%
Compagnie Lombard Odier SCmA
1202
Compagnie Lombard Odier SCmA
Switzerland
$149K -$23.2K -315 -13%
AF
1203
Advisornet Financial
Minnesota
$148K -$33.3K -452 -18%
HHCP
1204
Hilton Head Capital Partners
South Carolina
$146K +$147K +1,989 New
Union Bancaire Privee
1205
Union Bancaire Privee
Switzerland
$146K – – –
SIS
1206
Sound Income Strategies
Florida
$143K -$17.8K -242 -11%
BCFD
1207
Boit C.F. David
$142K – – –
TSMHT
1208
Thurston Springer Miller Herd & Titak
Indiana
$139K +$140K +1,896 New
NWMP
1209
Noble Wealth Management PBC
Colorado
$139K +$139K +1,886 New
WCM
1210
Westend Capital Management
California
$137K -$4.42K -60 -3%
PB
1211
Pinnacle Bancorp
Nebraska
$133K – – –
MWA
1212
Medallion Wealth Advisors
Connecticut
$132K -$81K -1,099 -38%
AWM
1213
Ameliora Wealth Management
Switzerland
$126K – – –
WCM
1214
Winthrop Capital Management
Indiana
$119K – – –
RF
1215
Rossby Financial
Florida
$116K +$7.81K +106 +7%
CBT
1216
Crews Bank & Trust
Florida
$115K -$42.4K -575 -27%
GBT
1217
Grove Bank & Trust
Florida
$115K -$3.68K -50 -3%
ITIM
1218
Indiana Trust & Investment Management
Indiana
$112K – – –
Leonteq Securities AG
1219
Leonteq Securities AG
Switzerland
$110K – – –
CTA
1220
Colonial Trust Advisors
South Carolina
$109K +$9.5K +129 +9%
BL
1221
BFSG LLC
California
$109K +$1.99K +27 +2%
TFGT
1222
TS Financial Group (TSFG)
Illinois
$106K – – –
WBC
1223
West Branch Capital
Massachusetts
$106K – – –
First Command Advisory Services
1224
First Command Advisory Services
Texas
$103K +$1.99K +27 +2%
TLA
1225
Tanglewood Legacy Advisors
Texas
$102K -$36.8K -500 -26%