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Name Holding Trade Value Shares
Change
Change in
Stake
QPW
1451
Quantum Private Wealth
Florida
$21.3M +$21.5K +117 +0.1%
PTB
1452
Pioneer Trust Bank
Oregon
$21.2M -$2.66M -14,499 -10%
SIM
1453
Stratos Investment Management
Ohio
$21.2M +$634K +3,457 +3%
AIM
1454
Arcadia Investment Management
Michigan
$21.2M -$452K -2,465 -2%
AC
1455
Arjuna Capital
North Carolina
$21.2M +$791K +4,311 +4%
SC
1456
Searle & Co
Connecticut
$21.2M -$36.7K -200 -0.2%
TCBWMS
1457
Texas Capital Bank Wealth Management Services
Texas
$21.1M -$4.04M -22,019 -15%
SC
1458
Sepio Capital
Utah
$21.1M -$289K -1,578 -1%
CAM
1459
Cypress Asset Management
Texas
$21.1M +$842K +4,591 +4%
NL
1460
Navalign LLC
California
$21.1M +$415K +2,262 +2%
MAM
1461
Mark Asset Management
New York
$21.1M -$4.32M -23,534 -16%
JWCA
1462
J.W. Coons Advisors
Ohio
$21.1M -$266K -1,450 -1%
KWA
1463
Kingswood Wealth Advisors
California
$21M -$12.3M -67,155 -44%
RBC
1464
Romano Brothers & Co
Illinois
$21M -$315K -1,719 -1%
HW
1465
Hamilton Wealth
California
$21M +$408K +2,223 +2%
DBT
1466
Dubuque Bank & Trust
Iowa
$21M -$1.17M -6,398 -5%
SXL
1467
Summit X LLC
Missouri
$21M -$2.88M -15,683 -11%
CWM
1468
Concentrum Wealth Management
California
$21M +$189K +1,029 +0.8%
LT
1469
Legacy Trust
Michigan
$21M -$270K -1,472 -1%
TCA
1470
Trifecta Capital Advisors
Illinois
$21M +$88.9K +485 +0.4%
CCM
1471
Canal Capital Management
Virginia
$20.9M +$112K +610 +0.5%
CJL
1472
Cyrus J. Lawrence
New York
$20.9M +$488K +2,659 +2%
AFG
1473
AFS Financial Group
Maryland
$20.9M -$92.1K -502 -0.4%
SNB
1474
Security National Bank
Nebraska
$20.9M -$741K -4,039 -3%
CPRC
1475
Consolidated Portfolio Review Corp
New York
$20.9M +$99.9K +545 +0.4%