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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
901
Garrison Point Advisors
California
$895K +$20.3K +132 +3%
PFGIA
902
Patriot Financial Group Insurance Agency
Massachusetts
$893K +$156K +1,017 +26%
DC
903
DeDora Capital
California
$893K +$186K +1,212 +33%
ACI
904
Alpha Cubed Investments
California
$885K -$117K -761 -14%
GC
905
Garde Capital
Washington
$885K -$22.9K -149 -3%
CPSC
906
Carl P. Sherr & Co
Massachusetts
$883K +$48.3K +314 +7%
PTC
907
Private Trust Company
Ohio
$882K -$49.5K -322 -6%
AC
908
Alexandria Capital
Virginia
$881K -$30.7K -200 -4%
BFA
909
Bragg Financial Advisors
North Carolina
$881K – – –
MCM
910
Maryland Capital Management
Maryland
$877K -$85.8K -558 -10%
PIM
911
Penobscot Investment Management
Massachusetts
$874K -$599K -3,894 -45%
SC
912
SouthState Corp
Florida
$872K -$165K -1,074 -18%
CLOS
913
Compagnie Lombard Odier SCmA
Switzerland
$867K +$199K +1,292 +38%
ANB
914
Amarillo National Bank
Texas
$866K -$8.15K -53 -1%
NFC
915
Northeast Financial Consultants
Connecticut
$864K +$120K +780 +20%
AF
916
Allworth Financial
California
$859K -$806K -5,245 -53%
CCFM
917
Clear Creek Financial Management
Washington
$856K +$120K +781 +20%
IF
918
Intrua Financial
Texas
$856K +$753K +4,901 New
UBG
919
United Bank (Georgia)
Georgia
$855K +$84.4K +549 +13%
RIM
920
Redwood Investment Management
Arizona
$853K +$715K +4,653 New
DS
921
DRW Securities
Illinois
$853K +$716K +4,656 New
IWP
922
Icon Wealth Partners
Texas
$852K +$715K +4,649 New
ACM
923
Allred Capital Management
Texas
$851K +$21.1K +137 +3%
WP
924
WealthSource Partners
California
$851K +$73.6K +479 +12%
PIG
925
Pantheon Investment Group
California
$851K +$713K +4,640 New
35 36
37
38 39