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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1776
Allied Private Wealth
Florida
$725K +$801K +17,080 New
MC
1777
Mathes Company
New York
$724K +$469 +10 +0.1%
RBFC
1778
Roman Butler Fullerton & Co
Missouri
$721K -$15K -320 -2%
NHT
1779
New Hampshire Trust
New Hampshire
$718K -$54.9K -1,171 -6%
AGWCA
1780
Annis Gardner Whiting Capital Advisors
Florida
$718K -$69.9K -1,489 -8%
MP
1781
McDonald Partners
Ohio
$716K -$258K -5,500 -25%
RL
1782
Rogco LP
Oklahoma
$715K -$11.4K -243 -1%
PWAM
1783
Private Wealth Asset Management
Iowa
$711K +$197K +4,190 +33%
LA
1784
Latitude Advisors
Florida
$711K +$23.9K +510 +3%
CPBTD
1785
Central Pacific Bank - Trust Division
Hawaii
$710K +$33.8K +720 +4%
TFG
1786
Taylor Financial Group
Virginia
$710K
PCM
1787
Permanent Capital Management
Illinois
$709K +$66.8K +1,423 +9%
FRA
1788
Front Row Advisors
California
$708K -$66.3K -1,413 -9%
CNC
1789
Citizens & Northern Corp
Pennsylvania
$707K +$59.3K +1,264 +8%
LA
1790
Legacy Advisors
Pennsylvania
$707K +$264K +5,633 +51%
BCM
1791
Bluefin Capital Management
New York
$707K +$783K +16,700 New
LD
1792
Lipe & Dalton
New York
$706K
BCG
1793
Breakwater Capital Group
New Jersey
$706K -$70.3K -1,499 -8%
GSIAS
1794
Garden State Investment Advisory Services
New Jersey
$705K -$98.9K -2,108 -11%
CWP
1795
Core Wealth Partners
California
$705K +$12.5K +267 +2%
AAM
1796
Alphadyne Asset Management
New York
$705K +$781K +16,647 New
MAM
1797
MWA Asset Management
Massachusetts
$703K +$7.97K +170 +1%
HTIM
1798
Harbour Trust & Investment Management
Indiana
$703K -$9.38K -200 -1%
NEWAS
1799
N.E.W. Advisory Services
Wisconsin
$700K -$10.5K -223 -1%
FWM
1800
Focused Wealth Management
New York
$699K +$58K +1,236 +8%