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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1076
Walker Asset Management
Missouri
$854K +$95.4K +6,040 +13%
TTWM
1077
TCV Trust & Wealth Management
Virginia
$854K -$13.2K -835 -2%
PFBT
1078
Parkside Financial Bank & Trust
Missouri
$853K +$62.5K +3,958 +8%
NIM
1079
Northeast Investment Management
Massachusetts
$852K -$19.3K -1,225 -2%
KS
1080
Karpas Strategies
Connecticut
$852K -$124K -7,824 -13%
AWA
1081
Arkadios Wealth Advisors
Georgia
$850K -$8.16K -517 -1%
CQS
1082
Credential Qtrade Securities
$850K +$800K +50,670 New
PCFFS
1083
Pacific Center for Financial Services
California
$849K -$90.8K -5,750 -10%
CPIG
1084
Chicago Partners Investment Group
Illinois
$849K -$18K -1,141 -2%
HWM
1085
Horizon Wealth Management
Illinois
$848K -$17.1K -1,082 -2%
BLC
1086
Brown, Lisle/Cummings
Rhode Island
$848K +$235K +14,857 +42%
RWPA
1087
Richard W. Paul & Associates
Michigan
$840K -$10.4K -657 -1%
BIG
1088
Brooklyn Investment Group
New York
$839K +$790K +50,018 New
CLOS
1089
Compagnie Lombard Odier SCmA
Switzerland
$833K +$23.7K +1,500 +3%
PFS
1090
Prospect Financial Services
New York
$832K +$783K +49,597 New
GHAM
1091
Gilman Hill Asset Management
Connecticut
$828K -$1.28M -81,306 -62%
LIM
1092
Leavell Investment Management
Alabama
$816K -$18.4K -1,167 -2%
CC
1093
Cipher Capital
New York
$814K +$219K +13,874 +40%
MMPW
1094
Mitchell McLeod Pugh & Williams
Alabama
$813K -$32.4K -2,055 -4%
BWM
1095
BCS Wealth Management
Tennessee
$813K +$26.7K +1,693 +4%
CB
1096
Cadence Bank
Mississippi
$812K +$2.76K +175 +0.4%
IHL
1097
Investment House LLC
California
$794K -$7.89K -500 -1%
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
$793K +$138K +8,712 +23%
FC
1099
FCA Corp
Texas
$788K +$24.6K +1,559 +3%
JIC
1100
Joel Isaacson & Co
New York
$784K -$180K -11,432 -20%