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Name Holding Trade Value Shares
Change
Change in
Stake
UB
851
UMB Bank
Missouri
$278K +$84.1K +131 +47%
TA
852
Tectonic Advisors
Texas
$278K – – –
OHIS
853
Oak Harvest Investment Services
Texas
$277K +$261K +407 New
EWM
854
Executive Wealth Management
Michigan
$276K -$20.5K -32 -7%
CCIA
855
Campbell & Co Investment Adviser
Maryland
$276K -$132K -206 -34%
SCM
856
SevenOneSeven Capital Management
Pennsylvania
$272K -$3.21K -5 -1%
HPIA
857
Hamilton Point Investment Advisors
North Carolina
$271K +$256K +398 New
HPC
858
HM Payson & Co
Maine
$270K – – –
SIM
859
Seaview Investment Managers
Florida
$269K – – –
EI
860
Ellevest Inc
New York
$267K +$12.2K +19 +5%
FVWA
861
Foster Victor Wealth Advisors
South Carolina
$265K +$9.63K +15 +4%
AP
862
Arlington Partners
Alabama
$265K – – –
BWP
863
Baldwin Wealth Partners
Massachusetts
$264K – – –
LFS
864
Legacy Financial Strategies
Kansas
$263K +$11.6K +18 +5%
CPRC
865
Consolidated Portfolio Review Corp
New York
$263K +$248K +386 New
CAM
866
Connacht Asset Management
New York
$261K -$552K -860 -69%
APWM
867
Argonautica Private Wealth Management
Massachusetts
$260K -$84.1K -131 -26%
SMA
868
Sage Mountain Advisors
Georgia
$260K +$245K +382 New
TCA
869
Transcend Capital Advisors
New Jersey
$259K -$41.7K -65 -15%
WPW
870
Waldron Private Wealth
Pennsylvania
$259K +$245K +381 New
PWMG
871
Prestige Wealth Management Group
New Jersey
$259K +$4.5K +7 +2%
LW
872
Linscomb Wealth
Texas
$259K -$4.5K -7 -2%
1IA
873
1834 Investment Advisors
Wisconsin
$257K +$242K +377 New
CIG
874
Cascade Investment Group
Colorado
$254K +$240K +373 New
ANBT
875
American National Bank & Trust
Texas
$253K +$141K +220 +145%