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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2076
Titleist Asset Management
Texas
$380K +$6.3K +12 +2%
OPA
2077
Old Port Advisors
Maine
$378K +$389K +742 New
GCA
2078
Gradient Capital Advisors
California
$378K +$3.67K +7 +1%
TCBWMS
2079
Texas Capital Bank Wealth Management Services
Texas
$377K -$77.6K -148 -17%
CPIA
2080
Cornell Pochily Investment Advisors
New York
$377K +$22K +42 +6%
ATWA
2081
Arbor Trust Wealth Advisors
Michigan
$375K
RC
2082
Rovin Capital
Arizona
$374K -$359K -684 -48%
KWA
2083
KCS Wealth Advisory
California
$374K -$4.2K -8 -1%
EL
2084
EWA LLC
Pennsylvania
$374K +$60.9K +116 +22%
C
2085
CEDRUS
Colorado
$371K -$151K -288 -28%
SXL
2086
Summit X LLC
Missouri
$371K -$1.79M -3,416 -82%
WRPWM
2087
Werba Rubin Papier Wealth Management
California
$370K -$11.5K -22 -3%
SOW
2088
State of Wyoming
Wyoming
$370K +$88.1K +168 +30%
FG
2089
Fiduciary Group
Georgia
$369K +$51.9K +99 +16%
IP
2090
Ignite Planners
California
$368K +$65.1K +124 +21%
SWP
2091
Strategic Wealth Partners
Ohio
$367K +$30.4K +58 +9%
CCG
2092
Coastwise Capital Group
California
$365K
CWM
2093
Centurion Wealth Management
Virginia
$364K +$18.4K +35 +5%
FNBSF
2094
First National Bank Sioux Falls
South Dakota
$362K
FIB
2095
First Interstate Bank
Montana
$360K -$78.2K -149 -17%
OWA
2096
Octavia Wealth Advisors
Ohio
$359K +$2.1K +4 +0.6%
VWM
2097
Valley Wealth Managers
New Jersey
$359K +$9.44K +18 +3%
WCM
2098
Wallace Capital Management
Texas
$357K -$105K -200 -22%
SB
2099
Sunflower Bank
Texas
$357K -$29.4K -56 -7%
CPSC
2100
Carl P. Sherr & Co
Massachusetts
$357K