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Name Holding Trade Value Shares
Change
Change in
Stake
OTL
651
Oak Thistle LLC
New York
$442K +$483K +6,195 New
BOH
652
Bank of Hawaii
Hawaii
$439K
SPC
653
Sigma Planning Corp
Michigan
$438K -$22.1K -284 -4%
GP
654
Greenline Partners
New York
$438K +$1.25K +16 +0.3%
SPA
655
Sherbrooke Park Advisers
New York
$433K +$472K +6,064 New
FP
656
Financial Perspectives
Minnesota
$432K -$7.87K -101 -2%
SCTC
657
Sanibel Captiva Trust Company
Florida
$432K
PCM
658
Pointe Capital Management
Michigan
$432K
CPWA
659
Cerro Pacific Wealth Advisors
California
$431K -$5.61K -72 -1%
ABLA
660
Alan B. Lancz & Associates
Ohio
$428K -$70.1K -900 -13%
SC
661
Searle & Co
Connecticut
$428K
FPAS
662
Focus Partners Advisor Solutions
Missouri
$425K +$236K +3,029 +103%
TW
663
TritonPoint Wealth
Maryland
$423K -$88.6K -1,137 -16%
PDL
664
Portfolio Design Labs
California
$422K -$1.5M -19,200 -76%
MWM
665
Meridian Wealth Management
Kentucky
$421K +$43.8K +562 +11%
CIBC Private Wealth Group
666
CIBC Private Wealth Group
Georgia
$417K -$32.8K -421 -6%
CAG
667
Crestwood Advisors Group
Massachusetts
$414K +$69.8K +896 +18%
PS
668
Presima Securities
Quebec, Canada
$412K +$9.12K +117 +2%
QWP
669
Quotient Wealth Partners
Texas
$410K -$234K -3,002 -34%
QCM
670
QRG Capital Management
Illinois
$410K +$20.3K +261 +5%
RWA
671
Redhawk Wealth Advisors
Minnesota
$408K +$13.9K +178 +3%
SC
672
Sepio Capital
Utah
$406K
JCM
673
Jacobi Capital Management
Pennsylvania
$403K +$41K +526 +10%
IWM
674
IHT Wealth Management
Illinois
$400K +$701 +9 +0.2%
CSI
675
Cross Staff Investments
New York
$400K