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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1926
BOK Financial Private Wealth
Colorado
$310K
TIM
1927
Thompson Investment Management
Wisconsin
$308K -$45.2K -147 -13%
FUBT
1928
First United Bank & Trust
Maryland
$308K -$13.2K -43 -4%
CI
1929
Corient IA
Florida
$308K
GCM
1930
GKV Capital Management
California
$308K
MWA
1931
Martel Wealth Advisors
Washington
$308K
MFC
1932
Mechanics Financial Corp
Ohio
$308K
MCM
1933
Mill Capital Management
North Carolina
$308K
FIA
1934
FNY Investment Advisers
New York
$308K +$307K +1,000 New
OP
1935
ORG Partners
Indiana
$308K -$12K -39 -4%
WAG
1936
Windsor Advisory Group
Ohio
$308K +$28.9K +94 +10%
AIM
1937
Avity Investment Management
Connecticut
$307K
FCFC
1938
First Commonwealth Financial Corp
Pennsylvania
$306K
RTC
1939
Real Talk Capital
Tennessee
$306K +$307 +1 +0.1%
FA
1940
Fermata Advisors
California
$306K +$82.6K +269 +37%
TBC
1941
Ted Buchan & Co
California
$305K
PAA
1942
Peregrine Asset Advisers
Oregon
$305K
WWM
1943
Wiser Wealth Management
Georgia
$305K +$14.4K +47 +5%
NFTC
1944
North Forty Two & Co
Oregon
$304K
QWM
1945
Quadcap Wealth Management
Texas
$303K +$13.2K +43 +5%
CWS
1946
Cypress Wealth Services
California
$302K +$21.5K +70 +8%
WW
1947
Westshore Wealth
California
$302K
AF
1948
Advisornet Financial
Minnesota
$299K -$2.76K -9 -0.9%
HCPC
1949
Hamilton Capital Partners (Canada)
$299K +$90.9K +296 +44%
EWS
1950
Evergreen Wealth Solutions
Pennsylvania
$299K +$4.3K +14 +1%