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Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
1826
Trust Company of the South
North Carolina
$22.5M +$3.71M +15,758 +21%
CQWA
1827
Chokshi & Queen Wealth Advisors
California
$22.5M +$21.1M +89,690 New
IA
1828
Intellus Advisors
Florida
$22.4M +$21.1M +89,641 New
BB
1829
Berkshire Bank
Massachusetts
$22.4M +$556K +2,360 +3%
WIA
1830
Westbourne Investment Advisors
Maryland
$22.4M -$369K -1,566 -2%
BWM
1831
BNC Wealth Management
Oregon
$22.4M -$251K -1,063 -1%
MIM
1832
Martin Investment Management
Florida
$22.4M -$2.54M -10,761 -11%
FDCP
1833
Foster Dykema Cabot & Partners
Massachusetts
$22.3M +$445K +1,888 +2%
MFA
1834
Mayflower Financial Advisors
Massachusetts
$22.3M -$50K -212 -0.2%
SIA
1835
Strategic Investment Advisors
Michigan
$22.3M -$550K -2,332 -3%
GCM
1836
Gladius Capital Management
Illinois
$22.3M +$3.96M +16,790 +23%
MWM
1837
Merriman Wealth Management
Washington
$22.3M +$1.24M +5,241 +6%
MA
1838
MCF Advisors
Kentucky
$22.3M -$149K -634 -0.7%
RWA
1839
Roberts Wealth Advisors
California
$22.2M -$191K -810 -0.9%
EAM
1840
EFG Asset Management
Oregon
$22.2M +$2.44M +10,362 +13%
SIS
1841
Sound Income Strategies
Florida
$22.2M +$52.1K +221 +0.2%
IIM
1842
Ipswich Investment Management
Massachusetts
$22.2M -$385K -1,632 -2%
FNB
1843
Farmers National Bank
Kentucky
$22.2M +$20.9M +88,581 New
WC
1844
Westhampton Capital
North Carolina
$22.2M -$615K -2,611 -3%
GP
1845
Guardian Partners
Canada
$22.2M +$21.5M +91,376 New
RLIM
1846
Red Lighthouse Investment Management
New York
$22.1M -$299K -1,267 -1%
CT
1847
Clearstead Trust
Maine
$22.1M +$2.94M +12,464 +16%
MCM
1848
MV Capital Management
Maryland
$22.1M -$300K -1,271 -1%
SM
1849
STF Management
Texas
$22.1M +$696K +2,953 +3%
MA
1850
Mezzasalma Advisors
New Jersey
$22.1M +$1.41M +5,976 +7%