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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1276
Doheny Asset Management
California
$980K -$33.1K -150 -4%
WP
1277
WealthPLAN Partners
Nebraska
$979K -$84K -381 -8%
FM
1278
Family Management
New York
$978K +$57.5K +261 +7%
HPC
1279
Hobart Private Capital
North Carolina
$977K +$531K +2,411 +147%
NL
1280
NWAM LLC
Washington
$971K +$17K +77 +2%
BCA
1281
Bay Colony Advisors
Massachusetts
$966K -$85.7K -389 -9%
ECM
1282
Evergreen Capital Management
Washington
$965K +$134K +610 +18%
MCM
1283
Mork Capital Management
California
$964K
WIC
1284
Wilkins Investment Counsel
Massachusetts
$964K
ESB
1285
Essex Savings Bank
Connecticut
$962K -$38.6K -175 -4%
CCM
1286
Cohen Capital Management
California
$962K
RM
1287
Resource Management
Louisiana
$960K -$33.5K -152 -4%
RA
1288
Riverstone Advisors
Texas
$957K
APG
1289
Abacus Planning Group
South Carolina
$947K -$4.63K -21 -0.5%
OFS
1290
OneAscent Financial Services
Alabama
$947K +$866K +3,930 New
NPA
1291
Nichols & Pratt Advisers
Massachusetts
$943K -$248K -1,125 -22%
RCA
1292
Ranch Capital Advisors
Florida
$943K +$65.7K +298 +8%
MRCM
1293
M&R Capital Management
New Jersey
$936K -$44.5K -202 -5%
SMG
1294
Spectrum Management Group
Indiana
$934K +$66.1K +300 +8%
WB
1295
Webster Bank
Connecticut
$933K +$10.6K +48 +1%
HB
1296
Horizon Bancorp
Indiana
$933K +$854K +3,872 New
CWP
1297
CFM Wealth Partners
Texas
$926K +$849K +3,850 New
KC
1298
Kepos Capital
New York
$915K -$300K -1,360 -26%
RWM
1299
Ritholtz Wealth Management
New York
$912K +$19K +86 +2%
KLWA
1300
Kelly Lawrence W & Associates
California
$907K