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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2351
CarsonAllaria Wealth Management
Illinois
$261K -$39.2K -134 -13%
BST
2352
Bath Savings Trust
Maine
$261K +$585 +2 +0.2%
MAG
2353
Mayfair Advisory Group
Alabama
$260K +$5.56K +19 +2%
SRL
2354
Scientech Research LLC
New Jersey
$260K +$267K +914 New
MCM
2355
Marathon Capital Management
Maryland
$260K – – –
GAM
2356
Griffin Asset Management
New York
$259K +$29.3K +100 +12%
TNA
2357
True North Advisors
Texas
$259K -$1.46K -5 -0.5%
GWWM
2358
Great Waters Wealth Management
Minnesota
$258K +$30.4K +104 +13%
SAM
2359
Secure Asset Management
Michigan
$258K -$69.3K -237 -21%
SA
2360
Shilanski & Associates
Alaska
$257K -$51.5K -176 -16%
LWM
2361
LJI Wealth Management
Indiana
$256K – – –
SWM
2362
Segment Wealth Management
Texas
$256K +$31.6K +108 +14%
LWMM
2363
Legacy Wealth Management (Mississippi)
Mississippi
$256K – – –
WHCI
2364
W.H. Cornerstone Investments
Massachusetts
$255K +$2.05K +7 +0.8%
RWM
2365
RKL Wealth Management
Pennsylvania
$255K -$2.93K -10 -1%
FL
2366
Fort LP
Maryland
$254K -$54.7K -187 -17%
TCB
2367
Texas Capital Bancshares
Texas
$254K +$1.46K +5 +0.6%
PIAS
2368
PCA Investment Advisory Services
Ohio
$254K +$2.63K +9 +1%
BHWM
2369
Beaird Harris Wealth Management
Texas
$253K – – –
SPWM
2370
Schrum Private Wealth Management
Florida
$253K +$23.4K +80 +10%
DP
2371
Denver PWM
Colorado
$253K +$1.76K +6 +0.6%
BC
2372
Barrett & Company
Rhode Island
$253K -$43K -147 -14%
SAM
2373
Smithbridge Asset Management
Pennsylvania
$252K – – –
TAM
2374
Titleist Asset Management
Texas
$252K +$15.5K +53 +6%
RC
2375
Roundview Capital
New Jersey
$250K -$3.22K -11 -1%