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Name Holding Trade Value Shares
Change
Change in
Stake
Union Bancaire Privee
1126
Union Bancaire Privee
Switzerland
$671K -$223K -1,340 -24%
FA
1127
Fiduciary Alliance
South Carolina
$669K -$1.5K -9 -0.2%
PWPS
1128
Pinnacle Wealth Planning Services
Ohio
$667K +$26.9K +162 +4%
Harvest Fund Management
1129
Harvest Fund Management
China
$660K +$666K +4,007 New
MIM
1130
MTM Investment Management
South Carolina
$660K -$40.6K -244 -6%
HIA
1131
Harbor Investment Advisory
Maryland
$659K -$423K -2,544 -39%
Brooklyn Investment Group
1132
Brooklyn Investment Group
New York
$655K +$53.7K +323 +9%
SWM
1133
Salvus Wealth Management
New Jersey
$655K +$133K +800 +25%
SWM
1134
SeaCrest Wealth Management
New York
$654K +$10.3K +62 +2%
WI
1135
WrapManager Inc
California
$649K -$120K -720 -15%
PBC
1136
Pavion Blue Capital
California
$649K – – –
OFS
1137
OMC Financial Services
New York
$649K – – –
FUBT
1138
First United Bank & Trust
Maryland
$648K -$93.1K -560 -12%
FFL
1139
Future Fund LLC
Illinois
$648K +$654K +3,933 New
GM
1140
GeoWealth Management
Illinois
$646K -$318K -1,914 -33%
Sax Wealth Advisors
1141
Sax Wealth Advisors
New Jersey
$646K +$652K +3,921 New
NC
1142
NovaPoint Capital
Georgia
$645K -$9.98K -60 -2%
UAG
1143
United Advisor Group
Ohio
$643K -$66K -397 -9%
PA
1144
Prossimo Advisors
California
$642K -$8.31K -50 -1%
WCM
1145
Wallace Capital Management
Texas
$638K – – –
MDA
1146
Minot DeBlois Advisors
Massachusetts
$637K +$20.6K +124 +3%
CSPIA
1147
Cary Street Partners Investment Advisory
Virginia
$637K +$78.8K +474 +14%
PCM
1148
Princeton Capital Management
New Jersey
$634K -$1.02M -6,110 -61%
MPPW
1149
Mitchell & Pahl Private Wealth
Oklahoma
$633K -$5.65K -34 -0.9%
VFA
1150
Voya Financial Advisors
Connecticut
$631K -$62.4K -375 -9%