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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
1726
Lugano Financial Advisors SA (LFA)
Switzerland
$342K +$313K +1,420 New
VCM
1727
Vivaldi Capital Management
Illinois
$339K -$53.3K -242 -15%
WIC
1728
Woodmont Investment Counsel
Tennessee
$339K +$24.2K +110 +8%
RTC
1729
Riverview Trust Company
Washington
$336K
DHFB
1730
Dixon Hubard Feinour & Brown
Virginia
$335K +$66.1K +300 +27%
HH
1731
HWG Holdings
Texas
$335K +$306K +1,389 New
PHAM
1732
Palisades Hudson Asset Management
Florida
$334K -$8.82K -40 -3%
LFA
1733
Legacy Financial Advisors
Kentucky
$333K -$882 -4 -0.3%
AAMC
1734
Asset Allocation & Management Company
Illinois
$332K +$304K +1,377 New
DA
1735
Doliver Advisors
Texas
$331K -$92.6K -420 -23%
PSP
1736
Principal Street Partners
Tennessee
$331K +$3.53K +16 +1%
EP
1737
Eudaimonia Partners
Tennessee
$329K +$301K +1,366 New
KWA
1738
KCS Wealth Advisory
California
$328K +$4.85K +22 +2%
FWP
1739
FAS Wealth Partners
Kansas
$327K -$50K -227 -14%
EIA
1740
Edgemoor Investment Advisors
Maryland
$325K
FWM
1741
Focused Wealth Management
New York
$325K
SRC
1742
Stone Run Capital
New York
$325K
TPA
1743
Trivium Point Advisory
Connecticut
$325K +$661 +3 +0.2%
CF
1744
Centaurus Financial
California
$324K -$42.1K -191 -12%
PBC
1745
Pavion Blue Capital
California
$324K +$296K +1,345 New
OA
1746
Oxbow Advisors
Texas
$323K
CCA
1747
Conestoga Capital Advisors
Pennsylvania
$321K
ECM
1748
EagleClaw Capital Management
Massachusetts
$321K
APW
1749
Aurora Private Wealth
New Jersey
$321K +$294K +1,332 New
HI
1750
Hoey Investments
Pennsylvania
$320K +$293K +1,329 New