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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1026
Kingswood Wealth Advisors
California
$1.61M +$319K +12,700 +29%
NWM
1027
Napa Wealth Management
California
$1.61M +$1.43M +56,788 New
SIC
1028
SFE Investment Counsel
California
$1.6M -$32.9K -1,310 -2%
LIM
1029
Leavell Investment Management
Alabama
$1.6M +$148K +5,887 +12%
FCB
1030
First County Bank
Connecticut
$1.59M -$75.1K -2,987 -5%
TPM
1031
Triasima Portfolio Management
Quebec, Canada
$1.59M -$659K -26,200 -32%
CCB
1032
Cutter & Co Brokerage
Missouri
$1.58M -$298K -11,844 -17%
BWS
1033
Buck Wealth Strategies
Colorado
$1.58M +$1.4M +55,759 New
WIS
1034
Wright Investors Service
Connecticut
$1.58M -$71.3K -2,836 -5%
MWM
1035
Modera Wealth Management
New Jersey
$1.57M +$34.4K +1,368 +3%
FNBTCON
1036
First National Bank & Trust Co of Newtown
Pennsylvania
$1.57M +$23.2K +924 +2%
PCA
1037
Pallas Capital Advisors
Massachusetts
$1.57M -$142K -5,643 -9%
AF
1038
Aviso Financial
Ontario, Canada
$1.56M +$4.28K +170 +0.3%
TFG
1039
Taylor Financial Group
Virginia
$1.56M +$53.3K +2,120 +4%
JIC
1040
Joel Isaacson & Co
New York
$1.55M +$43.1K +1,715 +3%
NSIM
1041
North Star Investment Management
Illinois
$1.55M +$75 +3 +0%
ACM
1042
Aquatic Capital Management
Illinois
$1.54M +$1.37M +54,612 New
TWP
1043
Tyche Wealth Partners
Texas
$1.54M -$105K -4,192 -7%
CCA
1044
Checchi Capital Advisers
California
$1.54M +$77.2K +3,071 +6%
VA
1045
VestGen Advisors
Illinois
$1.54M +$1.37M +54,496 New
LS
1046
Livforsakringsbolaget Skandia
Sweden
$1.54M
PCM
1047
Price Capital Management
Louisiana
$1.53M +$1.36M +54,270 New
SFO
1048
Stokes Family Office
Louisiana
$1.53M -$16K -638 -1%
DI
1049
Diligent Investors
California
$1.53M -$24.2K -963 -2%
SAI
1050
Savvy Advisors Inc
New York
$1.53M +$55.8K +2,219 +4%