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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1601
Elevation Wealth Partners
California
$179K
CCM
1602
Chilton Capital Management
Texas
$179K -$1.43K -8 -0.7%
TCOV
1603
Trust Company of Vermont
Vermont
$177K -$6.26K -35 -3%
GSWM
1604
Golden State Wealth Management
California
$175K +$192K +1,075 New
KLWA
1605
Kelly Lawrence W & Associates
California
$175K
LFASL
1606
Lugano Financial Advisors SA (LFA)
Switzerland
$171K
CA
1607
CoreCap Advisors
Michigan
$171K +$22.4K +125 +14%
ACM
1608
Aster Capital Management
United Arab Emirates
$170K -$658K -3,677 -78%
DMBA
1609
Deseret Mutual Benefit Administrators
Utah
$170K +$11.6K +65 +7%
IBOK
1610
Independence Bank of Kentucky
Kentucky
$170K +$73.9K +413 +66%
SFGP
1611
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$170K +$186K +1,041 New
VIA
1612
Virtus Investment Advisers
Connecticut
$168K
GC
1613
Gibson Capital
Pennsylvania
$167K
JFGIW
1614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$174K -974 -50%
CLOS
1615
Compagnie Lombard Odier SCmA
Switzerland
$163K
LI
1616
LRI Investments
Florida
$162K +$27.7K +155 +18%
CUAMC
1617
China Universal Asset Management Company
China
$161K
BFP
1618
Briaud Financial Planning
Texas
$160K
GCM
1619
Gables Capital Management
Florida
$156K
KFI
1620
Key Financial Inc
Pennsylvania
$156K +$358 +2 +0.2%
PPA
1621
Painted Porch Advisors
California
$156K +$54.2K +303 +46%
AWM
1622
AllSquare Wealth Management
New York
$154K +$28.3K +158 +20%
TCA
1623
Trifecta Capital Advisors
Illinois
$149K
BDL
1624
Banque de Luxembourg
Luxembourg
$142K +$155K +866 New
SIC
1625
Salem Investment Counselors
North Carolina
$134K -$537 -3 -0.4%