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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1026
Lyell Wealth Management
California
$204K -$1.96K -9 -0.9%
VCG
1027
Vantage Consulting Group
Virginia
$203K -$24.6K -113 -10%
TF
1028
Trek Financial
Arizona
$203K +$221K +1,015 New
CS
1029
Capital Square
Tennessee
$202K
AC
1030
Abbrea Capital
California
$200K -$6.09K -28 -3%
GIA
1031
Granite Investment Advisors
New Hampshire
$200K -$1.52K -7 -0.7%
PRWA
1032
Platte River Wealth Advisors
Colorado
$200K
FGAM
1033
Financial Gravity Asset Management
Texas
$200K +$652 +3 +18%
CRM
1034
Cramer Rosenthal McGlynn
Connecticut
$200K +$217K +1,000 New
PSB
1035
Piscataqua Savings Bank
New Hampshire
$198K +$6.96K +32 +3%
AP
1036
Arlington Partners
Alabama
$196K +$122K +560 +134%
TLCM
1037
Twin Lakes Capital Management
California
$195K +$1.09K +5 +0.5%
BG
1038
Bollard Group
Massachusetts
$193K +$1.09K +5 +0.5%
SIAP
1039
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$191K
CA
1040
Clearstead Advisors
Ohio
$171K -$6.96K -32 -4%
COCM
1041
Charter Oak Capital Management
New Hampshire
$169K
APWA
1042
Atlas Private Wealth Advisors
New Jersey
$168K
HDIM
1043
Hanson & Doremus Investment Management
Vermont
$168K +$4.57K +21 +3%
SC
1044
SouthState Corp
Florida
$167K
JWA
1045
JFS Wealth Advisors
Pennsylvania
$162K +$5.87K +27 +3%
SWA
1046
SOA Wealth Advisors
New York
$159K +$2.17K +10 +1%
FHA
1047
First Horizon Advisors
Tennessee
$156K +$61.1K +281 +56%
CHC
1048
City Holding Co
West Virginia
$155K
VCM
1049
Vigilant Capital Management
Maine
$155K +$14.8K +68 +10%
BWM
1050
Baystate Wealth Management
Massachusetts
$152K +$8.26K +38 +5%