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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
1501
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.79M -$93.7K -1,180 -5%
PCA
1502
Private Capital Advisors
Connecticut
$1.79M +$270K +3,400 +19%
LJHT
1503
Laurie J. Hall Trustee
$1.78M +$619K +7,800 +59%
PFSC
1504
Peoples Financial Services Corp
Pennsylvania
$1.78M +$214K +2,700 +15%
RM
1505
Resource Management
Louisiana
$1.78M +$84.1K +1,060 +5%
BA
1506
Bridgewater Associates
Connecticut
$1.77M +$1.65M +20,840 New
TTWM
1507
TCV Trust & Wealth Management
Virginia
$1.77M +$294K +3,700 +22%
Cohen & Steers
1508
Cohen & Steers
New York
$1.77M +$1.63M +20,520 +7,892%
BAC
1509
Boys Arnold & Co
North Carolina
$1.76M +$20.6K +260 +1%
WF
1510
WoodTrust Financial
Wisconsin
$1.76M -$310K -3,900 -16%
HI
1511
Harrington Investments
California
$1.76M +$58.7K +740 +4%
PG
1512
Proffitt & Goodson
Tennessee
$1.75M -$198K -2,500 -11%
MWM
1513
Marietta Wealth Management
Georgia
$1.75M +$117K +1,480 +8%
AWS
1514
AJ Wealth Strategies
New York
$1.75M +$256K +3,220 +19%
DBT
1515
Dubuque Bank & Trust
Iowa
$1.74M +$100K +1,260 +7%
CFA
1516
Carroll Financial Associates
North Carolina
$1.74M +$3.17K +40 +0.2%
BMC
1517
Beaton Management Company
Massachusetts
$1.74M +$44.4K +560 +3%
ST
1518
Smithfield Trust
Pennsylvania
$1.73M +$195K +2,460 +14%
PNC
1519
Park National Corp
Ohio
$1.72M -$113K -1,420 -7%
CWM
1520
Confluence Wealth Management
Oregon
$1.72M +$405K +5,100 +34%
TIA
1521
Tiemann Investment Advisors
California
$1.72M -$19K -240 -1%
AWE
1522
Avidian Wealth Enterprises
Texas
$1.71M +$214K +2,700 +15%
QCIG
1523
Quad-Cities Investment Group
Iowa
$1.71M
YRHAM
1524
Yong Rong (HK) Asset Management
Hong Kong
$1.7M -$54.8M -690,000 -97%
TM
1525
Tiger Management
New York
$1.7M +$794K +10,000 +100%