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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
901
Compagnie Lombard Odier SCmA
Switzerland
$651K +$53.7K +330 +9%
CG
902
Caprock Group
Idaho
$645K +$30.6K +188 +5%
HH
903
Hilltop Holdings
Texas
$642K +$20.2K +124 +3%
CFA
904
CWS Financial Advisors
Michigan
$642K +$95.6K +588 +18%
OA
905
Oxbow Advisors
Texas
$640K
SFO
906
Stokes Family Office
Louisiana
$639K -$650 -4 -0.1%
CASB
907
Cape Ann Savings Bank
Massachusetts
$639K +$629K +3,865 New
SF
908
Symphony Financial
Texas
$638K +$56.1K +345 +10%
KIA
909
KCM Investment Advisors
California
$638K +$627K +3,858 New
PAM
910
Pegasus Asset Management
New York
$634K
GIA
911
Guyasuta Investment Advisors
Pennsylvania
$633K +$20.7K +127 +3%
FCBT
912
First Citizens Bank & Trust
North Carolina
$631K -$241K -1,480 -28%
JCM
913
JS Capital Management
New York
$629K +$618K +3,800 New
CRC
914
Curi RMB Capital
Illinois
$626K
LP
915
LMR Partners
United Kingdom
$625K +$614K +3,776 New
AWM
916
Aberdeen Wealth Management
Illinois
$624K +$12.5K +77 +2%
NFG
917
Next Financial Group
Texas
$616K -$19.2K -118 -3%
RIA
918
Realta Investment Advisors
Delaware
$615K +$233K +1,432 +63%
KTC
919
Kistler-Tiffany Companies
Pennsylvania
$614K +$58.5K +360 +11%
CAAS
920
Capital Asset Advisory Services
Michigan
$614K +$174K +1,072 +41%
KPW
921
Kore Private Wealth
New York
$608K +$332K +2,044 +126%
OWA
922
Outlook Wealth Advisors
Texas
$605K +$5.2K +32 +0.9%
MPI
923
Mairs & Power Inc
Minnesota
$602K -$89.8K -552 -13%
CWP
924
Curated Wealth Partners
California
$602K +$591K +3,636 New
MAM
925
Meeder Asset Management
Ohio
$599K -$7.58M -46,598 -93%