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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
601
Mitchell & Pahl Private Wealth
Oklahoma
$562K +$32.6K +41 +6%
FOA
602
Five Oceans Advisors
California
$560K +$168K +212 +43%
AWA
603
Arete Wealth Advisors
Illinois
$550K +$18.3K +23 +3%
CCM
604
Cox Capital Management
Massachusetts
$549K – – –
DWM
605
Defined Wealth Management
Oregon
$549K – – –
MUMSS
606
Mitsubishi UFJ Morgan Stanley Securities
Japan
$549K +$547K +689 New
SA
607
Shilanski & Associates
Alaska
$548K +$23.8K +30 +5%
VWA
608
V Wealth Advisors
Kansas
$547K -$235K -296 -30%
AC
609
Abbrea Capital
California
$545K +$119K +150 +28%
SSW
610
Smith Shellnut Wilson
Mississippi
$543K +$2.38K +3 +0.4%
TW
611
TrinityPoint Wealth
Connecticut
$538K +$1.59K +2 +0.3%
NB
612
Norinchukin Bank
Japan
$536K -$337K -424 -39%
BIP
613
Blueprint Investment Partners
North Carolina
$532K +$27.8K +35 +6%
ATC
614
Argent Trust Co
Tennessee
$530K – – –
IA
615
IFP Advisors
Florida
$528K -$245K -308 -32%
GBT
616
Grove Bank & Trust
Florida
$527K +$1.59K +2 +0.3%
HI
617
Horizon Investments
North Carolina
$526K +$41.3K +52 +9%
OL
618
Optas LLC
Texas
$523K +$7.94K +10 +2%
OFS
619
OneAscent Financial Services
Alabama
$521K +$24.6K +31 +5%
MCC
620
Malaga Cove Capital
California
$514K +$513K +646 New
FSA
621
Fort Sheridan Advisors
Illinois
$513K – – –
CHP
622
Cable Hill Partners
Oregon
$510K +$87.4K +110 +21%
AWM
623
Avior Wealth Management
Nebraska
$505K +$423K +533 +523%
DCM
624
DGS Capital Management
New Jersey
$503K +$502K +632 New
JCM
625
Jacobi Capital Management
Pennsylvania
$502K +$11.9K +15 +2%