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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2051
HT Partners
Connecticut
$343K – – –
JAM
2052
JCIC Asset Management
Ontario, Canada
$343K +$10.2K +457 +3%
PTB
2053
Pioneer Trust Bank
Oregon
$342K – – –
HS
2054
Haafor (Singapore)
Singapore
$339K +$352K +15,754 New
PCP
2055
Proficio Capital Partners
Massachusetts
$338K -$149K -6,686 -30%
HWM
2056
Howard Wealth Management
Connecticut
$338K -$44.7K -1,998 -11%
V
2057
VeraBank
Texas
$338K – – –
MM
2058
Meridian Management
Arkansas
$336K +$1.52K +68 +0.4%
WAS
2059
Winch Advisory Services
Wisconsin
$335K -$5.3K -237 -1%
TPW
2060
Tiller Private Wealth
Pennsylvania
$335K +$23.3K +1,043 +7%
WDL
2061
Well Done LLC
Michigan
$335K +$54K +2,418 +18%
APWM
2062
Atlas Private Wealth Management
New York
$334K -$474K -21,222 -58%
ARM
2063
Adirondack Research & Management
New York
$333K – – –
BCM
2064
Breiter Capital Management
Florida
$333K – – –
TCMG
2065
TSP Capital Management Group
New Jersey
$332K – – –
HHGA
2066
Halbert Hargrove Global Advisors
California
$331K -$41K -1,833 -11%
TPW
2067
TL Private Wealth
Texas
$331K +$2.21K +99 +0.6%
BFPW
2068
BOK Financial Private Wealth
Colorado
$330K -$36.2K -1,621 -10%
GWAG
2069
Garrett Wealth Advisory Group
Texas
$329K -$32.7K -1,465 -9%
NRI
2070
NFP Retirement Inc
California
$328K +$8.65K +387 +3%
SW
2071
StrongBox Wealth
Missouri
$328K -$45.5K -2,034 -12%
TIM
2072
Thompson Investment Management
Wisconsin
$328K – – –
PCAP
2073
Pratt Collard Advisory Partners
New York
$328K +$5.7K +255 +2%
VCAM
2074
Van Cleef Asset Management
Ohio
$326K -$24.5K -1,095 -7%
MPW
2075
Monterey Private Wealth
California
$326K +$36.2K +1,622 +12%