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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1401
Cyndeo Wealth Partners
Florida
$311K -$10.4K -44 -3%
YP
1402
YANKCOM Partnership
South Dakota
$311K +$31.5K +133 +10%
JSC
1403
J. Stern & Co
United Kingdom
$310K – – –
7WCP
1404
71 West Capital Partners
Massachusetts
$310K +$46K +194 +15%
DI
1405
DRH Investments
California
$310K +$358K +1,513 New
KSB
1406
Kennebec Savings Bank
Maine
$310K +$8.29K +35 +2%
NL
1407
NWAM LLC
Washington
$309K +$357K +1,506 New
BCM
1408
BTC Capital Management
Iowa
$308K -$5.53M -23,330 -94%
PCM
1409
PenderFund Capital Management
British Columbia, Canada
$308K – – –
BOH
1410
Bank of Hawaii
Hawaii
$308K +$45.7K +193 +15%
VCM
1411
Versant Capital Management
Arizona
$307K -$153K -644 -30%
LWM
1412
Liberty Wealth Management
California
$307K – – –
ADL
1413
Asset Dedication LLC
California
$306K -$301K -1,271 -46%
PTP
1414
Platform Technology Partners
New York
$302K +$69.9K +295 +25%
DWA
1415
Douglass Winthrop Advisors
New York
$301K -$45.2K -191 -12%
NI
1416
Natural Investments
California
$296K -$15.6K -66 -4%
UBG
1417
United Bank (Georgia)
Georgia
$295K -$525K -2,217 -61%
RFA
1418
Resurgent Financial Advisors
Georgia
$294K +$339K +1,432 New
CC
1419
Clearwave Capital
California
$293K +$65.6K +277 +24%
PWAM
1420
Pinnacle West Asset Management
Wyoming
$293K +$7.11K +30 +2%
MC
1421
Machina Capital
France
$293K +$338K +1,427 New
EFG
1422
Everhart Financial Group
Ohio
$292K -$185K -782 -35%
PL
1423
PeakShares LLC
Florida
$292K +$11.8K +50 +4%
EGA
1424
Eagle Global Advisors
Texas
$291K -$190K -804 -36%
CT
1425
Colonial Trust
South Carolina
$290K -$62.3K -263 -16%