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Name Holding Trade Value Shares
Change
Change in
Stake
PI
1476
PineBridge Investments
New York
$412K -$3.59M -17,880 -89%
CCM
1477
Crossvault Capital Management
Texas
$412K
JAG
1478
Journey Advisory Group
Kentucky
$411K +$194K +965 +82%
APW
1479
Aurora Private Wealth
New Jersey
$409K +$401 +2 +0.1%
HPWM
1480
Highland Private Wealth Management
Washington
$409K +$16.5K +82 +4%
DWM
1481
Dakota Wealth Management
Florida
$408K +$89.9K +448 +27%
WP
1482
Wedgewood Partners
Missouri
$406K +$166K +825 +63%
CWMU
1483
Caliber Wealth Management (Utah)
Utah
$405K -$1.71M -8,538 -80%
SAM
1484
Synergy Asset Management
Washington
$405K +$159K +793 +60%
SI
1485
Saxon Interests
Texas
$404K +$186K +925 +78%
UFA
1486
US Financial Advisors
Massachusetts
$403K -$1.2K -6 -0.3%
LI
1487
LMCG Investments
Massachusetts
$403K +$422K +2,103 New
PFA
1488
Pathway Financial Advisors
Vermont
$402K
HFS
1489
Heritage Financial Services
Massachusetts
$401K +$70.3K +350 +20%
GD
1490
Grandfield & Dodd
New York
$400K -$13.2K -66 -3%
IWA
1491
Intercontinental Wealth Advisors
Texas
$400K +$803 +4 +0.2%
SFO
1492
Stokes Family Office
Louisiana
$399K +$90.3K +450 +28%
SCG
1493
Sonata Capital Group
Washington
$398K
IDBONY
1494
Israel Discount Bank of New York
New York
$398K +$20.9K +104 +5%
FNBOSM
1495
First National Bank of South Miami
Florida
$398K +$51K +254 +14%
SW
1496
Solidarity Wealth
Utah
$397K +$429K +2,137 New
AUB
1497
Atlantic Union Bankshares
Virginia
$396K
TFP
1498
TrueWealth Financial Partners
Washington
$395K -$22.3K -111 -5%
LIM
1499
Leavell Investment Management
Alabama
$395K -$10K -50 -2%
Fayez Sarofim & Co
1500
Fayez Sarofim & Co
Texas
$394K -$148K -738 -26%