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Name Holding Trade Value Shares
Change
Change in
Stake
I
1876
INVST
Indiana
$333K +$1.78K +5 +0.6%
HPWM
1877
High Pines Wealth Management
Massachusetts
$332K +$1.78K +5 +0.6%
WTB
1878
Washington Trust Bank
Washington
$332K
B
1879
Barings
North Carolina
$328K -$316K -889 -51%
DC
1880
DeDora Capital
California
$328K -$104K -294 -26%
ACA
1881
Affinity Capital Advisors
California
$328K -$12.1K -34 -4%
PCMK
1882
Paragon Capital Management (Kansas)
Kansas
$323K
WC
1883
Woodstock Corp
Massachusetts
$322K -$53.3K -150 -15%
APW
1884
Austin Private Wealth
Texas
$322K -$30.2K -85 -9%
CCM
1885
Chilton Capital Management
Texas
$321K -$1.97M -5,548 -87%
SB
1886
Sunflower Bank
Texas
$320K -$9.6K -27 -3%
KOC
1887
Koss-Olinger Consulting
Florida
$319K +$12.1K +34 +4%
RZH
1888
Relyea Zuckerberg Hanson
Connecticut
$319K +$31.6K +89 +12%
QPWM
1889
Quadrant Private Wealth Management
Pennsylvania
$318K -$3.91K -11 -1%
ACL
1890
Applied Capital LLC
Florida
$318K +$22K +62 +8%
WC
1891
Weil Company
California
$317K +$292K +822 New
SB
1892
Strategic Blueprint
Georgia
$315K -$115K -323 -28%
RIM
1893
RW Investment Management
Idaho
$315K
DFA
1894
Delta Financial Advisors
Louisiana
$315K
FOA
1895
Five Oceans Advisors
California
$313K +$43.4K +122 +18%
MTWM
1896
Masso Torrence Wealth Management
New Jersey
$312K
SOS
1897
Silver Oak Securities
Tennessee
$312K +$1.78K +5 +0.6%
BAAM
1898
Baker Avenue Asset Management
California
$311K -$77.8K -219 -21%
GWS
1899
Glassman Wealth Services
Virginia
$311K +$13.5K +38 +5%
PFWA
1900
Paces Ferry Wealth Advisors
Georgia
$310K +$6.4K +18 +2%