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Name Holding Trade Value Shares
Change
Change in
Stake
CSM
1851
CAMG Solamere Management
North Carolina
$207K -$25.2K -113 -11%
FUBT
1852
First United Bank & Trust
Maryland
$207K -$11.2K -50 -5%
WAS
1853
Wealth Advisory Solutions
Indiana
$207K -$8.47K -38 -4%
4WM
1854
44 Wealth Management
Oregon
$207K
NCM
1855
Nelson Capital Management
California
$207K
KS
1856
Karpas Strategies
Connecticut
$206K -$11.2K -50 -5%
CPC
1857
Consolidated Planning Corp
Georgia
$206K +$209K +938 New
IP
1858
Isthmus Partners
Wisconsin
$205K -$89.2K -400 -30%
JBA
1859
Johnson Bixby & Associates
Washington
$205K
BCM
1860
Breiter Capital Management
Florida
$204K
VCM
1861
Vision Capital Management
Oregon
$204K
TWP
1862
TFO Wealth Partners
Ohio
$204K +$207K +929 New
HA
1863
Harfst & Associates
Wyoming
$204K +$208K +932 New
NS
1864
Newman & Schimel
Illinois
$202K -$12K -54 -6%
RGC
1865
Roberts, Glore & Co
Illinois
$202K
CWM
1866
Campbell Wealth Management
Virginia
$202K +$205K +919 New
CCIA
1867
Cherry Creek Investment Advisors
Colorado
$201K -$1.32M -5,930 -87%
TF
1868
Trek Financial
Arizona
$201K -$8.92K -40 -4%
TC
1869
Trust Company
Kansas
$199K -$77.8K -349 -28%
PWA
1870
Phoenix Wealth Advisors
North Carolina
$198K -$28.3K -127 -12%
Cohen & Steers
1871
Cohen & Steers
New York
$197K -$66.2K -297 -25%
CTB
1872
Country Trust Bank
Illinois
$195K
GAM
1873
Gemmer Asset Management
California
$192K -$4.01K -18 -2%
WA
1874
Wealth Advisors
California
$192K
AP
1875
Arlington Partners
Alabama
$190K +$18.7K +84 +11%