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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1801
Carlson Capital Management
Minnesota
$416K -$515 -1 -0.1%
NGA
1802
Naples Global Advisors
Florida
$415K
FPFS
1803
First Personal Financial Services
North Carolina
$415K +$7.73K +15 +2%
MPW
1804
Monterey Private Wealth
California
$415K +$107K +208 +42%
CA
1805
Cambridge Advisors
Nebraska
$413K
EHC
1806
Everett Harris & Co
California
$412K -$7.22K -14 -2%
ACM
1807
AlphaStar Capital Management
North Carolina
$412K +$119K +231 +49%
CC
1808
Constitution Capital
Connecticut
$410K
MGAM
1809
McGowan Group Asset Management
Texas
$408K
PTP
1810
Platform Technology Partners
New York
$406K +$358K +694 New
CST
1811
Charles Schwab Trust
Nevada
$403K -$9.79K -19 -3%
BBI
1812
Baxter Bros Inc
Connecticut
$402K +$4.12K +8 +1%
XWM
1813
Xcel Wealth Management
Florida
$399K
DCM
1814
Donaldson Capital Management
Indiana
$398K +$351K +680 New
CQS
1815
Credential Qtrade Securities
$397K +$349K +678 New
TFGT
1816
TS Financial Group (TSFG)
Illinois
$396K
GWM
1817
Greenwich Wealth Management
Connecticut
$396K +$349K +677 New
CAI
1818
Capital Advisors Inc
Oklahoma
$395K -$139K -269 -29%
FCA
1819
FinTrust Capital Advisors
South Carolina
$395K -$70.1K -136 -17%
ICG
1820
InterOcean Capital Group
Tennessee
$395K -$34K -66 -9%
PP
1821
Pegasus Partners
Wisconsin
$395K +$22.7K +44 +7%
SWM
1822
Salvus Wealth Management
New Jersey
$395K +$348K +675 New
ACP
1823
Aveo Capital Partners
Colorado
$394K +$26.8K +52 +8%
WCWM
1824
Willow Creek Wealth Management
California
$393K
BHBT
1825
Burke & Herbert Bank & Trust
Virginia
$393K +$1.03K +2 +0.3%