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Name Holding Trade Value Shares
Change
Change in
Stake
CBN
1376
Cadence Bank NA
Texas
$820K +$71.7K +312 +10%
TC
1377
TAGStone Capital
North Carolina
$819K +$6.43K +28 +0.8%
CRWM
1378
Castle Rock Wealth Management
California
$818K -$974K -4,239 -57%
FCM
1379
Fourpath Capital Management
Oklahoma
$817K -$5.05K -22 -0.6%
GL
1380
Graypoint LLC
New York
$814K +$56.5K +246 +8%
PP
1381
Patron Partners
Texas
$812K +$86.6K +377 +13%
ACM
1382
Ayrshire Capital Management
Connecticut
$811K +$87.3K +380 +13%
BG
1383
Bollard Group
Massachusetts
$809K +$6.2K +27 +0.8%
PBC
1384
Pavion Blue Capital
California
$806K +$460 +2 +0.1%
AIM
1385
Alhambra Investment Management
Florida
$799K -$8.96K -39 -1%
BWAM
1386
Boyd Watterson Asset Management
Ohio
$799K +$1.61K +7 +0.2%
WAM
1387
Weatherly Asset Management
California
$798K +$15.4K +67 +2%
AL
1388
Aspiriant LLC
California
$797K -$74K -322 -9%
LA
1389
Latitude Advisors
Florida
$797K -$26.9K -117 -3%
BHWM
1390
Bar Harbor Wealth Management
New Hampshire
$797K
VWA
1391
V Wealth Advisors
Kansas
$797K +$73.1K +318 +11%
ACM
1392
Allred Capital Management
Texas
$795K -$182K -790 -19%
ATIA
1393
American Trust Investment Advisors
New Hampshire
$791K +$12.6K +55 +2%
JIR
1394
James Investment Research
Ohio
$790K +$52.6K +229 +8%
LFAS
1395
Level Four Advisory Services
Texas
$789K -$224K -974 -23%
RCM
1396
Raleigh Capital Management
North Carolina
$787K +$748K +3,255 New
BIA
1397
Barry Investment Advisors
Massachusetts
$786K +$18.6K +81 +3%
FP
1398
Financial Perspectives
Minnesota
$786K +$230 +1 +0%
BC
1399
Burleson & Co
California
$785K -$9.19K -40 -1%
VCM
1400
Vigilant Capital Management
Maine
$782K -$97.6K -425 -12%