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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
776
Compagnie Lombard Odier SCmA
Switzerland
$577K +$120K +1,665 +24%
JPWM
777
Jamison Private Wealth Management
Georgia
$575K +$626K +8,706 New
MHIC
778
Marble Harbor Investment Counsel
Massachusetts
$574K +$8.98K +125 +1%
MSFS
779
Main Street Financial Solutions
Pennsylvania
$574K +$359 +5 +0.1%
AP
780
Advisors Preferred
Maryland
$571K +$190K +2,638 +43%
ACP
781
Aveo Capital Partners
Colorado
$571K -$17.7K -247 -3%
FNBT
782
FineMark National Bank & Trust
Florida
$569K +$8.62K +120 +1%
SSW
783
Smith Shellnut Wilson
Mississippi
$564K
LFA
784
LGT Financial Advisors
Texas
$559K -$810K -11,267 -57%
SPFA
785
Summit Place Financial Advisors
New Jersey
$558K
BCV
786
Banque Cantonale Vaudoise
Switzerland
$556K -$147K -2,039 -19%
KI
787
Kapitalo Investimentos
Brazil
$555K +$604K +8,408 New
PCA
788
Pallas Capital Advisors
Massachusetts
$555K +$317K +4,410 +109%
CG
789
Caprock Group
Idaho
$553K -$2.66K -37 -0.4%
WPW
790
Waldron Private Wealth
Pennsylvania
$549K -$76.5K -1,064 -11%
ITIM
791
Indiana Trust & Investment Management
Indiana
$548K -$23.4K -325 -4%
HH
792
Hilltop Holdings
Texas
$548K +$52.1K +725 +10%
H
793
HoyleCohen
California
$547K -$7.11K -99 -1%
SWM
794
Spire Wealth Management
Virginia
$547K -$2.76M -38,445 -82%
APC
795
Aspire Private Capital
North Carolina
$544K +$27.1K +377 +5%
MAS
796
Meeder Advisory Services
Ohio
$543K -$6.18K -86 -1%
PCG
797
Prosperity Consulting Group
Maryland
$543K -$22K -306 -4%
WSTAM
798
Wilbanks Smith & Thomas Asset Management
Virginia
$541K +$9.56K +133 +2%
HAIM
799
Hunter Associates Investment Management
Pennsylvania
$538K
CWM
800
Cornerstone Wealth Management
Missouri
$538K +$9.56K +133 +2%