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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1751
Davidson Trust Company
Washington
$320K +$294K +1,332 New
TF
1752
Trek Financial
Arizona
$319K -$46.7K -212 -14%
SWK
1753
Stephen W. Kidder
$319K -$40.8K -185 -12%
PL
1754
Parthenon LLC
Kentucky
$319K
PCMC
1755
Private Capital Management (Colorado)
Colorado
$319K
BCWM
1756
Blue Chip Wealth Management
Florida
$314K -$38.6K -175 -12%
FWCM
1757
First Western Capital Management
California
$314K
FHA
1758
Flagship Harbor Advisors
Massachusetts
$311K -$33.9K -154 -11%
TFS
1759
TrustCore Financial Services
Tennessee
$311K -$12.1K -55 -4%
TC
1760
Trilogy Capital
California
$311K
CPO
1761
Cerity Partners OCIO
New York
$309K +$49.6K +225 +20%
BIA
1762
BHK Investment Advisors
Alabama
$308K -$88.2K -400 -24%
MPAM
1763
Murphy Pohlad Asset Management
Minnesota
$308K
DA
1764
Detalus Advisors
Missouri
$306K +$280K +1,268 New
AWC
1765
Abundance Wealth Counselors
Pennsylvania
$305K -$4.41K -20 -2%
HFS
1766
Howard Financial Services
Texas
$305K
FRM
1767
Fox Run Management
Connecticut
$305K +$279K +1,265 New
GIM
1768
Goelzer Investment Management
Indiana
$304K -$46.3K -210 -14%
MCM
1769
Marathon Capital Management
Maryland
$304K +$41.7K +189 +18%
DP
1770
Denver PWM
Colorado
$303K -$3.75K -17 -1%
AWA
1771
ARS Wealth Advisors
Florida
$303K +$30.9K +140 +13%
AWE
1772
Avidian Wealth Enterprises
Texas
$302K +$276K +1,251 New
ODG
1773
O'Dell Group
Ohio
$300K -$3.31K -15 -1%
SCM
1774
Silvant Capital Management
Georgia
$300K
TFCP
1775
Twin Focus Capital Partners
Massachusetts
$300K