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Name Holding Trade Value Shares
Change
Change in
Stake
JA
901
JOYN Advisors
Georgia
$292K -$5.51K -36 -2%
ACA
902
Atlas Capital Advisors
Wyoming
$291K -$161K -1,049 -36%
AW
903
ACG Wealth
Georgia
$287K -$11.3K -74 -4%
IWM
904
IHT Wealth Management
Illinois
$286K -$6.58K -43 -2%
SS
905
Sunbelt Securities
Texas
$286K +$10.1K +66 +4%
SCM
906
Stonebridge Capital Management
California
$284K
PCWA
907
Pacific Capital Wealth Advisors
California
$284K +$279K +1,826 New
CC
908
Courier Capital
New York
$282K
IP
909
Investment Partners
Ohio
$282K +$1.07K +7 +0.4%
RPWA
910
Regent Peak Wealth Advisors
Georgia
$282K +$278K +1,814 New
MGIM
911
M&G Investment Management
United Kingdom
$281K +$276K +1,803 New
MCM
912
Murphy Capital Management
New Jersey
$277K
AIA
913
Alera Investment Advisors
Illinois
$276K -$33.7K -220 -11%
I
914
IberiaBank
Louisiana
$276K -$9.64K -63 -3%
EMG
915
ETF Managers Group
New Jersey
$275K +$62.4K +408 +30%
BMCM
916
Bryn Mawr Capital Management
Pennsylvania
$274K
FM
917
Family Management
New York
$273K +$269K +1,755 New
D.E. Shaw & Co
918
D.E. Shaw & Co
New York
$271K -$15.3K -100 -5%
OFS
919
OneAscent Financial Services
Alabama
$271K +$267K +1,742 New
BIA
920
Bigelow Investment Advisors
Maine
$270K
TA
921
TCG Advisors
Texas
$268K -$122K -797 -32%
DI
922
Diligent Investors
California
$268K
RWP
923
RWA Wealth Partners
Massachusetts
$268K
WWM
924
Willingdon Wealth Management
North Carolina
$267K -$5.51K -36 -2%
MFG
925
Magnus Financial Group
New York
$266K +$13.3K +87 +5%