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Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
1126
Bank Pictet & Cie (Asia)
Singapore
$699K -$188K -981 -17%
PWM
1127
Palumbo Wealth Management
New York
$695K +$49.5K +258 +6%
BPGAM
1128
BTG Pactual Global Asset Management
Bermuda
$692K -$1.04M -5,415 -53%
FCT
1129
First Community Trust
Iowa
$690K +$1.92K +10 +0.2%
FFA
1130
First Foundation Advisors
California
$689K +$20.7K +108 +2%
AFS
1131
Access Financial Services
Minnesota
$689K +$626K +3,264 +202%
BWM
1132
Buckley Wealth Management
Nevada
$687K -$174K -905 -16%
TNA
1133
True North Advisors
Texas
$686K +$98.9K +516 +12%
PAM
1134
Peak Asset Management
Colorado
$681K
AAM
1135
AMI Asset Management
California
$680K -$68.1K -355 -7%
GD
1136
Grandfield & Dodd
New York
$680K -$14.4K -75 -2%
Wellington Management Group
1137
Wellington Management Group
Massachusetts
$679K -$28.5M -148,429 -97%
IIM
1138
Intact Investment Management
Quebec, Canada
$678K
OC
1139
Oarsman Capital
Wisconsin
$677K -$41.6K -217 -4%
MHS
1140
M Holdings Securities
Oregon
$676K +$1.53K +8 +0.2%
VT
1141
Vise Technologies
New York
$673K -$589K -3,072 -39%
LFG
1142
Larson Financial Group
Missouri
$673K +$38K +198 +4%
SSW
1143
Smith Shellnut Wilson
Mississippi
$670K -$66.5K -347 -7%
SFI
1144
Siemens Fonds Invest
Germany
$670K -$53.7K -280 -6%
RSVP
1145
Ramsay Stattman Vela & Price
Colorado
$670K
KWS
1146
Keystone Wealth Services
California
$668K +$38.5K +201 +4%
MWM
1147
Mission Wealth Management
California
$668K +$182K +950 +25%
CWS
1148
Confluence Wealth Services
Pennsylvania
$665K +$228K +1,191 +44%
WAP
1149
Wealthcare Advisory Partners
Pennsylvania
$660K +$128K +668 +17%
FMAEN1
1150
Fund Management at Engine No 1
California
$659K +$117K +612 +15%