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Warner Bros

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Perigon Wealth Management
California
$176K +$30K +3,231 +21%
MOS
652
MGO One Seven
Ohio
$171K +$5.1K +549 +4%
GSEP
653
Golden State Equity Partners
California
$170K +$9.16K +986 +7%
BTI
654
Blue Trust Inc
Georgia
$169K +$5.4K +581 +4%
CWM
655
Cornerstone Wealth Management
Missouri
$169K +$10.2K +1,101 +7%
LSAG
656
Lake Street Advisors Group
New Hampshire
$169K -$28.2K -3,037 -16%
KFGK
657
Keystone Financial Group (Kentucky)
Kentucky
$168K +$155K +16,673 New
SW
658
SVB Wealth
Massachusetts
$168K +$148K +15,890 New
SWP
659
Sagespring Wealth Partners
Tennessee
$168K +$147K +15,872 New
IFWM
660
Institute for Wealth Management
Colorado
$166K -$38.1K -4,103 -21%
AA
661
Advisory Alpha
Michigan
$165K -$10K -1,079 -6%
BFG
662
Bleakley Financial Group
New Jersey
$165K -$48.3K -5,201 -25%
FMTC
663
Farmers & Merchants Trust Company
California
$165K -$7.87K -847 -5%
WTC
664
WhitTier Trust Company
Nevada
$164K +$16.6K +1,789 +13%
PF
665
Phoenix Financial
Israel
$162K
CIAM
666
Caitong International Asset Management
Hong Kong
$161K +$141K +15,220 New
DI
667
Diligent Investors
California
$159K -$4.3K -463 -3%
RGC
668
Roberts, Glore & Co
Illinois
$158K -$23.1K -2,484 -14%
WSC
669
Wellington Shields & Co
New York
$156K -$21.5K -2,319 -14%
JWCA
670
J.W. Cole Advisors
Florida
$153K -$10.6K -1,146 -7%
KFSC
671
Keystone Financial Services (Colorado)
Colorado
$153K -$223 -24 -0.2%
BB
672
Busey Bank
Illinois
$153K -$7.33K -789 -5%
AC
673
Avestar Capital
New York
$152K +$11.4K +1,228 +9%
VDI
674
Vaughan David Investments
Illinois
$151K -$34.1K -3,669 -20%
NP
675
Nilsine Partners
Colorado
$150K +$132K +14,227 New