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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1001
ARS Investment Partners
New York
$208K
AP
1002
Appleton Partners
Massachusetts
$208K
PUI
1003
Purpose Unlimited Inc
$207K
CFGW
1004
Chancellor Financial Group WB
Pennsylvania
$207K
DA
1005
Dover Advisors
Virginia
$207K -$665 -2 -0.3%
MAM
1006
McLean Asset Management
Virginia
$206K -$23.9K -72 -10%
CW
1007
CrossGen Wealth
North Carolina
$205K
HCM
1008
Howard Capital Management
Georgia
$205K -$206K -621 -49%
AFGAS
1009
Allegiance Financial Group Advisory Services
Virginia
$204K +$210K +632 New
NFG
1010
Nations Financial Group
Iowa
$204K -$7.64K -23 -4%
CA
1011
Cornerstone Advisory
Maryland
$204K +$7.64K +23 +4%
JC
1012
JM2 Capital
Oklahoma
$202K
SEIA
1013
Signature Estate & Investment Advisors
California
$201K +$2.33K +7 +1%
TPI
1014
Trust Point Inc
Wisconsin
$201K -$104K -313 -33%
MSR
1015
Main Street Research
Connecticut
$201K -$66.1K -199 -24%
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$199K +$6.98K +21 +4%
Vanguard National Trust
1017
Vanguard National Trust
Pennsylvania
$196K +$202K +608 New
AIM
1018
Axiom Investment Management
New York
$195K +$200K +603 New
HNB
1019
Hilltop National Bank
Wyoming
$191K +$5.98K +18 +3%
CH
1020
Cromwell Holdings
Wyoming
$190K
CTA
1021
Colonial Trust Advisors
South Carolina
$189K +$3.99K +12 +2%
OL
1022
OneFund LLC
Florida
$189K -$12.6K -38 -6%
IA
1023
IFP Advisors
Florida
$181K +$32.2K +97 +21%
OC
1024
Oakworth Capital
Alabama
$180K
HNW
1025
High Note Wealth
Minnesota
$180K +$5.32K +16 +3%