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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
851
Phillips Wealth Planners
Mississippi
$699K – – –
SRC
852
Shufro Rose & Co
New York
$697K -$165K -1,500 -19%
PAW
853
Plan A Wealth
Nebraska
$696K +$16.1K +146 +2%
CBT
854
Crews Bank & Trust
Florida
$696K -$33K -300 -5%
BCA
855
Bay Colony Advisors
Massachusetts
$696K +$3.42K +31 +0.5%
Focus Partners Advisor Solutions
856
Focus Partners Advisor Solutions
Missouri
$695K +$325K +2,952 +88%
World Investment Advisors
857
World Investment Advisors
California
$694K +$260K +2,357 +60%
CAM
858
Carret Asset Management
New York
$691K -$6.39K -58 -0.9%
SFO
859
Stokes Family Office
Louisiana
$688K +$220K +2,001 +47%
MAA
860
Matrix Asset Advisors
New York
$688K +$771 +7 +0.1%
GGI
861
Godsey & Gibb Inc
Virginia
$686K – – –
CSI
862
Cross Staff Investments
New York
$684K – – –
RMC
863
Resources Management Corp
Connecticut
$677K -$22K -200 -3%
JPWM
864
Jamison Private Wealth Management
Georgia
$676K +$441 +4 +0.1%
Savvy Advisors Inc
865
Savvy Advisors Inc
New York
$674K +$29.1K +264 +5%
ABWM
866
Alpine Bank Wealth Management
Colorado
$673K – – –
SFSG
867
Sound Financial Strategies Group
Mississippi
$671K -$73.8K -670 -10%
BPFA
868
Barnes Pettey Financial Advisors
Mississippi
$669K – – –
NSB
869
Norway Savings Bank
Maine
$667K +$5.4K +49 +0.8%
CWA Asset Management Group
870
CWA Asset Management Group
Florida
$666K -$151K -1,368 -18%
GSCM
871
Greenfield Seitz Capital Management
Texas
$662K – – –
Cullen/Frost Bankers
872
Cullen/Frost Bankers
Texas
$661K -$7.27K -66 -1%
HAM
873
Harmony Asset Management
Arizona
$658K -$11K -100 -2%
AC
874
Avestar Capital
New York
$656K +$40.2K +365 +7%
RAM
875
Redmond Asset Management
Virginia
$654K -$44.1K -400 -6%