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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1651
Shufro Rose & Co
New York
$433K -$133K -600 -23%
RT
1652
Rockland Trust
Massachusetts
$432K -$20.5K -92 -4%
NCMW
1653
Northern Capital Management (Washington)
Washington
$431K
LA
1654
LM Advisors
California
$431K +$342K +1,538 +337%
LW
1655
Livet Wealth
Utah
$431K -$6.45K -29 -1%
SWM
1656
Steinberganna Wealth Management
New York
$430K +$2.23K +10 +0.5%
LFS
1657
Lighthouse Financial Services
California
$430K
TWA
1658
TCI Wealth Advisors
Arizona
$428K -$3.56K -16 -0.8%
SA
1659
Skyline Advisors
Washington
$428K -$96.6K -434 -18%
CAC
1660
Core Alternative Capital
Georgia
$428K +$35.8K +161 +9%
WA
1661
WBH Advisory
Maryland
$427K
SW
1662
SVB Wealth
Massachusetts
$427K +$9.57K +43 +2%
WCM
1663
Whitener Capital Management
North Carolina
$426K
BCM
1664
Berbice Capital Management
New York
$426K +$55.6K +250 +15%
CHC
1665
City Holding Co
West Virginia
$425K +$14.5K +65 +3%
BFF
1666
Byrne Financial Freedom
Massachusetts
$425K +$26.7K +120 +7%
MWM
1667
Maripau Wealth Management
Indiana
$425K +$70.7K +318 +19%
BWA
1668
BlueChip Wealth Advisors
Georgia
$421K
MA
1669
MJP Associates
Connecticut
$421K -$22.2K -100 -5%
LC
1670
LCNB Corp
Ohio
$421K -$11.1K -50 -3%
MCM
1671
Mainstream Capital Management
California
$420K +$4.67K +21 +1%
RA
1672
Riversedge Advisors
Delaware
$417K +$429K +1,928 New
WT
1673
Washington Trust
Rhode Island
$417K -$37.8K -170 -8%
LG
1674
LAM Group
Oregon
$417K
LCGC
1675
Legacy Capital Group California
California
$416K +$14.5K +65 +4%