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Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
876
J. Safra Sarasin Holding
$596K -$51.7K -1,161 -8%
KWA
877
Kingswood Wealth Advisors
California
$595K +$53.7K +1,207 +9%
AWM
878
AE Wealth Management
Kansas
$594K +$14.4K +323 +2%
AWS
879
Aspen Wealth Strategies
Colorado
$593K +$89.4K +2,008 +17%
WJWM
880
Williams Jones Wealth Management
New York
$590K -$35.6K -800 -5%
SLWA
881
San Luis Wealth Advisors
California
$589K +$2K +45 +0.3%
PPP
882
Private Portfolio Partners
New Jersey
$589K +$625K +14,038 New
SI
883
Stephens Inc
Arkansas
$589K +$170K +3,812 +37%
GVAG
884
Great Valley Advisor Group
Delaware
$588K -$287K -6,449 -32%
LI
885
Lafayette Investments
Maryland
$587K +$44.5K +1,000 +8%
OCBCO
886
Oversea-Chinese Banking Corp (OCBC)
Singapore
$586K +$634K +14,237 New
MPM
887
Meritage Portfolio Management
Kansas
$583K
NC
888
nVerses Capital
Florida
$579K +$129K +2,900 +27%
CHAM
889
Clear Harbor Asset Management
Connecticut
$578K +$68.6K +1,541 +13%
EIP
890
Ellis Investment Partners
Pennsylvania
$569K +$161K +3,615 +36%
MC
891
Machina Capital
France
$567K -$193K -4,338 -24%
HPC
892
HM Payson & Co
Maine
$567K +$43.4K +975 +8%
Vanguard Capital Wealth Advisors
893
Vanguard Capital Wealth Advisors
Colorado
$562K +$159K +3,576 +36%
CWM
894
Cordatus Wealth Management
Pennsylvania
$561K +$12.5K +281 +2%
EGA
895
E&G Advisors
Texas
$555K +$210K +4,712 +55%
EB
896
Eastern Bank
Massachusetts
$554K +$588K +13,200 New
BOS
897
Bank of Stockton
California
$554K +$588K +13,200 New
BWM
898
BKM Wealth Management
Wisconsin
$552K +$585K +13,147 New
MGIA
899
Moneta Group Investment Advisors
Missouri
$550K -$23K -517 -4%
SIC
900
Samalin Investment Counsel
New York
$547K +$5.48K +123 +1%