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Name Holding Trade Value Shares
Change
Change in
Stake
RB
2126
Renasant Bank
Mississippi
$411K -$88.4K -301 -19%
FOA
2127
Five Oceans Advisors
California
$411K -$51.7K -176 -12%
CWM
2128
Cornerstone Wealth Management
Missouri
$410K +$26.4K +90 +7%
TCWA
2129
Turtle Creek Wealth Advisors
Texas
$408K +$12.6K +43 +3%
CIC
2130
Chilton Investment Company
Connecticut
$408K +$14.7K +50 +4%
NB
2131
Nicolet Bankshares
Wisconsin
$407K +$1.47K +5 +0.4%
IIC
2132
Integrated Investment Consultants
Michigan
$407K
NPT
2133
Nixon Peabody Trust
Massachusetts
$406K -$58.8K -200 -13%
PWP
2134
Private Wealth Partners
California
$406K +$88.1K +300 +30%
BAM
2135
Byrne Asset Management
New Jersey
$405K +$380K +1,292 New
NC
2136
Napatree Capital
Rhode Island
$405K +$24.4K +83 +7%
CWM
2137
Castle Wealth Management
Florida
$405K +$381K +1,297 New
OPA
2138
Old Port Advisors
Maine
$405K +$39.1K +133 +11%
KFI
2139
Key Financial Inc
Pennsylvania
$403K
SCM
2140
Steele Capital Management
Iowa
$403K
BHBT
2141
Burke & Herbert Bank & Trust
Virginia
$402K +$378K +1,287 New
OIA
2142
Optimum Investment Advisors
Illinois
$402K
FA
2143
Fermata Advisors
California
$401K +$377K +1,282 New
LWMG
2144
Levy Wealth Management Group
Pennsylvania
$400K +$4.11K +14 +1%
LF
2145
LifeSteps Financial
California
$399K -$14.7K -50 -4%
MC
2146
Middleton & Co
Massachusetts
$399K -$36.7K -125 -9%
WCFA
2147
Walkner Condon Financial Advisors
Wisconsin
$399K -$48.5K -165 -11%
SCP
2148
Sender Company & Partners
New York
$397K -$259K -883 -41%
MW
2149
MBL Wealth
North Carolina
$397K +$21.2K +72 +6%
RCA
2150
Roberts Capital Advisors
Colorado
$397K