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Name Holding Trade Value Shares
Change
Change in
Stake
BDL
801
Banque de Luxembourg
Luxembourg
$595K
OCBCO
802
Oversea-Chinese Banking Corp (OCBC)
Singapore
$595K +$264K +7,600 +76%
SC
803
SummitTX Capital
Texas
$595K +$610K +17,590 New
TSWM
804
Triangle Securities Wealth Management
North Carolina
$594K -$55.5K -1,599 -8%
PPW
805
Parcion Private Wealth
Washington
$594K -$23.1K -667 -4%
BBA
806
Baader Bank Aktiengesellschaft
Germany
$593K +$189K +5,450 +44%
PA
807
Parallel Advisors
California
$591K -$292K -8,425 -33%
BCCM
808
Bridge Creek Capital Management
Massachusetts
$590K
WA
809
Waverly Advisors
Alabama
$589K +$65.3K +1,883 +12%
ADL
810
Asset Dedication LLC
California
$586K -$486 -14 -0.1%
WWM
811
Whalen Wealth Management
Nevada
$582K +$128K +3,677 +27%
TAM
812
Tocqueville Asset Management
New York
$582K -$13.8M -397,027 -96%
ACM
813
Aster Capital Management
United Arab Emirates
$579K -$1.53M -44,057 -72%
WPC
814
Waters Parkerson & Co
Louisiana
$575K -$97.1K -2,799 -14%
CIA
815
Concurrent Investment Advisors
Florida
$573K +$73.3K +2,113 +14%
LWA
816
Lineweaver Wealth Advisors
Ohio
$572K +$587K +16,920 New
KWM
817
Kiker Wealth Management
Georgia
$570K +$585K +16,871 New
LSV Asset Management
818
LSV Asset Management
Illinois
$568K
RFM
819
Royal Fund Management
Florida
$567K -$997K -28,743 -63%
BAM
820
Belpointe Asset Management
Nevada
$562K -$655K -18,874 -53%
CNBT
821
Cornerstone National Bank & Trust
Illinois
$561K +$31.5K +907 +6%
IAA
822
Independent Advisor Alliance
North Carolina
$561K -$39.1K -1,126 -6%
AWS
823
Aspen Wealth Strategies
Colorado
$554K -$17.3K -498 -3%
QPBE
824
Quintet Private Bank (Europe)
Luxembourg
$552K -$936K -26,998 -62%
NRS
825
Neville Rodie & Shaw
New York
$551K -$18.9K -545 -3%