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Name Holding Trade Value Shares
Change
Change in
Stake
NSB
1401
Norway Savings Bank
Maine
$351K
JSAM
1402
J. Safra Asset Management
New York
$351K +$32.8K +119 +11%
BWM
1403
BlackDiamond Wealth Management
New York
$350K -$10.7K -39 -3%
NWM
1404
Northwest Wealth Management
Iowa
$347K +$339K +1,231 New
MP
1405
Moment Partners
California
$347K +$7.43K +27 +2%
EWM
1406
Empirical Wealth Management
Washington
$347K +$6.33K +23 +2%
MLL
1407
Moody Lynn & Lieberson
Massachusetts
$346K -$550 -2 -0.2%
PCWA
1408
Pacific Capital Wealth Advisors
California
$346K +$6.33K +23 +2%
KA
1409
Klingman & Associates
New York
$345K -$18.2K -66 -5%
PEA
1410
Park Edge Advisors
Ohio
$345K
ECM
1411
Elgethun Capital Management
South Dakota
$345K
BC
1412
Broadwater Capital
Massachusetts
$344K -$96.9M -352,238 -100%
SA
1413
Sovran Advisors
California
$344K +$340K +1,237 New
MNBTD
1414
Moody National Bank Trust Division
Texas
$343K +$335K +1,217 New
PA
1415
Promethium Advisors
Maryland
$341K
KAS
1416
KPP Advisory Services
Kentucky
$341K -$6.33K -23 -2%
DWS
1417
Discipline Wealth Solutions
South Carolina
$340K
PG
1418
Proffitt & Goodson
Tennessee
$339K +$315K +1,144 +2,043%
RBWA
1419
RFG - Bristol Wealth Advisors
Massachusetts
$338K +$275 +1 +0.1%
FMLI
1420
Fukoku Mutual Life Insurance
Japan
$336K
CAM
1421
Carret Asset Management
New York
$336K
MHC
1422
May Hill Capital
Massachusetts
$336K +$61.1K +222 +23%
ACP
1423
Argyle Capital Partners
California
$335K
SFA
1424
Souders Financial Advisors
Ohio
$332K +$42.4K +154 +15%
RIP
1425
Reliant Investment Partners
North Carolina
$329K