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Name Holding Trade Value Shares
Change
Change in
Stake
NRW
2676
Nova R Wealth
Kansas
$2.26M -$562K -4,921 -22%
BOM
2677
Bank of Marin
California
$2.25M +$2.85K +25 +0.1%
TA
2678
Trellis Advisors
Washington
$2.25M +$50.4K +441 +3%
LB
2679
Legacy Bridge
Iowa
$2.25M +$968K +8,480 +97%
LCM
2680
Legato Capital Management
California
$2.25M -$751K -6,579 -28%
TSWM
2681
Tyler-Stone Wealth Management
Ohio
$2.25M +$1.97M +17,235 New
EWA
2682
Etesian Wealth Advisors
Oregon
$2.24M +$114 +1 +0%
FIM
2683
FWL Investment Management
Texas
$2.24M -$85.6K -750 -4%
CSA
2684
Cottage Street Advisors
Massachusetts
$2.24M -$135K -1,185 -6%
FRA
2685
Front Row Advisors
California
$2.24M -$104K -909 -5%
HCM
2686
HMS Capital Management
Tennessee
$2.24M -$14.5K -127 -0.7%
PGA
2687
Portland Global Advisors
Maine
$2.23M -$208K -1,825 -10%
WA
2688
WBH Advisory
Maryland
$2.23M -$32.5K -285 -2%
WLIM
2689
White Lighthouse Investment Management
Massachusetts
$2.23M +$304K +2,660 +18%
LA
2690
Latitude Advisors
Florida
$2.23M -$331K -2,900 -15%
SRC
2691
Sage Rhino Capital
California
$2.22M -$48K -420 -2%
FC
2692
Fusion Capital
South Carolina
$2.22M +$17.4K +152 +0.9%
RT
2693
Rockland Trust
Massachusetts
$2.22M +$33.9K +297 +2%
BDS
2694
Banco de Sabadell
Florida
$2.22M -$63.3K -554 -3%
PPWM
2695
Paragon Private Wealth Management
Kentucky
$2.22M -$57.8K -506 -3%
PG
2696
Proffitt & Goodson
Tennessee
$2.22M -$27.3K -239 -1%
HWM
2697
Hemington Wealth Management
Virginia
$2.21M +$353K +3,094 +22%
VC
2698
Veracity Capital
Georgia
$2.21M +$101K +886 +6%
PCMC
2699
Private Capital Management (Colorado)
Colorado
$2.21M -$68.9K -603 -3%
IIL
2700
Insight Inv LLC
California
$2.21M +$202K +1,770 +12%