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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1476
Stokes Family Office
Louisiana
$262K -$24.2K -164 -8%
AUB
1477
Atlantic Union Bankshares
Virginia
$262K -$22.6K -153 -7%
EWM
1478
Executive Wealth Management
Michigan
$262K +$12.1K +82 +4%
MCM
1479
Morton Capital Management
California
$262K -$17.8K -121 -6%
CRI
1480
Colonial River Investments
Virginia
$260K -$786K -5,330 -74%
SAM
1481
S.A. Mason
Michigan
$260K -$3.69K -25 -1%
BCA
1482
Bay Colony Advisors
Massachusetts
$260K – – –
BA
1483
Birinyi Associates
Connecticut
$260K – – –
Fiera Capital (Canada)
1484
Fiera Capital (Canada)
Quebec, Canada
$260K – – –
KWMG
1485
King Wealth Management Group
Florida
$260K – – –
MWM
1486
Merriman Wealth Management
Washington
$259K -$130K -880 -32%
DI
1487
DFPG Investments
Utah
$258K -$111K -750 -30%
MSFS
1488
Main Street Financial Solutions
Pennsylvania
$257K -$18.6K -126 -6%
RG
1489
Retirement Group
California
$257K +$23.3K +158 +9%
RBFC
1490
Roman Butler Fullerton & Co
Missouri
$256K -$28K -190 -10%
CAG
1491
Crestwood Advisors Group
Massachusetts
$256K -$19.6K -133 -7%
WF
1492
Welch & Forbes
Massachusetts
$256K – – –
IAS
1493
IMA Advisory Services
Colorado
$254K -$47.6K -323 -15%
BFG
1494
Beacon Financial Group
Texas
$254K -$13.3K -90 -5%
MHR
1495
Matthew Hamilton Rosenberg
$254K +$46.5K +315 +21%
CFA
1496
Compass Financial Advisors
Indiana
$253K -$135K -912 -33%
CST
1497
Charles Schwab Trust
Nevada
$253K – – –
PMG
1498
Private Management Group
California
$253K +$2.21K +15 +0.8%
CB
1499
Community Bank
New York
$253K +$32.5K +220 +13%
ST
1500
Smithfield Trust
Pennsylvania
$252K – – –