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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2201
Beaird Harris Wealth Management
Texas
$213K
MSR
2202
Main Street Research
Connecticut
$213K
AWM
2203
Alterna Wealth Management
Texas
$213K -$11.8K -48 -5%
SWP
2204
Summit Wealth Partners
Florida
$213K
SB
2205
Sunflower Bank
Texas
$212K +$2.95K +12 +1%
RG
2206
Renaissance Group
Kentucky
$212K
CAGAS
2207
Capital Advisory Group Advisory Services
Minnesota
$212K +$215K +876 New
CAWM
2208
Capital Advisors Wealth Management
Washington
$212K +$1.47K +6 +0.7%
AIA
2209
Angeles Investment Advisors
California
$212K +$215K +875 New
TA
2210
Tiedemann Advisors
New York
$211K +$10.1K +41 +5%
AT
2211
Arvest Trust
Oklahoma
$211K +$23.8K +97 +13%
NQWM
2212
Northwest Quadrant Wealth Management
Oregon
$211K +$1.47K +6 +0.7%
HHAA
2213
Henry H. Armstrong Associates
Pennsylvania
$211K
PIAS
2214
PCA Investment Advisory Services
Ohio
$211K +$214K +871 New
OCM
2215
Objective Capital Management
Ohio
$211K +$214K +871 New
WHCI
2216
W.H. Cornerstone Investments
Massachusetts
$210K +$1.72K +7 +0.8%
SPP
2217
Single Point Partners
Massachusetts
$210K +$213K +869 New
CHA
2218
Carmichael Hill & Associates
Maryland
$210K
PWM
2219
Prentice Wealth Management
New York
$210K -$16.4K -67 -7%
HTHT
2220
Hemenway Trust Hemenway Trust
New Hampshire
$210K
OHWP
2221
Oak Harbor Wealth Partners
North Carolina
$210K
JBA
2222
Johnson Bixby & Associates
Washington
$209K
BIA
2223
Beacon Investment Advisors
Maryland
$209K
CSC
2224
Caldwell Sutter Capital
California
$208K +$212K +862 New
TAM
2225
Titleist Asset Management
Texas
$208K +$212K +862 New