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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1026
Strategy Asset Managers
California
$329K -$2.7M -13,274 -90%
FRM
1027
Foundation Resource Management
Arkansas
$329K
LPT
1028
Legacy Private Trust
Wisconsin
$329K +$6.1K +30 +2%
TFCP
1029
Twin Focus Capital Partners
Massachusetts
$327K +$10.4K +51 +3%
5L
1030
55I LLC
Massachusetts
$327K +$312K +1,533 New
LSPW
1031
Lake Street Private Wealth
Illinois
$326K +$203 +1 +0.1%
MWM
1032
Modera Wealth Management
New Jersey
$324K -$515K -2,534 -63%
BFPW
1033
BOK Financial Private Wealth
Colorado
$323K +$58.9K +290 +24%
PL
1034
Pluribus Labs
California
$323K +$307K +1,511 New
LC
1035
LCNB Corp
Ohio
$322K
BC
1036
Bridgefront Capital
Texas
$322K +$306K +1,505 New
MCM
1037
Manchester Capital Management
Vermont
$321K -$95.9K -472 -24%
CA
1038
Commerzbank Aktiengesellschaft
Germany
$321K
SAM
1039
Steinberg Asset Management
New York
$321K
YMRC
1040
Yorktown Management & Research Company
Virginia
$321K
IAN
1041
Integrated Advisors Network
Texas
$321K +$25.2K +124 +9%
SLG
1042
Stanley-Laman Group
Pennsylvania
$320K +$304K +1,498 New
GA
1043
Geller Advisors
New York
$316K -$14.2K -70 -5%
FG
1044
Fiduciary Group
Georgia
$315K
PFWA
1045
Paces Ferry Wealth Advisors
Georgia
$315K
GIA
1046
GHP Investment Advisors
Colorado
$315K +$19.3K +95 +7%
CI
1047
CX Institutional
Indiana
$314K +$52.4K +258 +21%
RG
1048
Renaissance Group
Kentucky
$313K
MMM
1049
Mendel Money Management
Illinois
$313K +$298K +1,465 New
ACP
1050
Ashfield Capital Partners
California
$312K