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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1376
Montag & Associates
Georgia
$179K -$1.41K -5 -0.8%
WPA
1377
West Paces Advisors
Georgia
$179K +$183K +648 New
AF
1378
Aviso Financial
Ontario, Canada
$176K +$100K +354 +124%
TLCM
1379
Twin Lakes Capital Management
California
$174K +$848 +3 +0.5%
CMP
1380
Coston McIsaac & Partners
Maine
$174K – – –
CSPIA
1381
Cary Street Partners Investment Advisory
Virginia
$172K +$31.9K +113 +22%
RC
1382
Rexford Capital
Texas
$171K +$1.41K +5 +0.8%
SC
1383
SouthState Corp
Florida
$170K -$8.47K -30 -5%
PB
1384
Prosperity Bancshares
Texas
$170K +$116K +410 +199%
VNA
1385
Valley National Advisers
Pennsylvania
$167K -$283 -1 -0.2%
CFD
1386
Creative Financial Designs
Indiana
$163K +$99.2K +351 +147%
FCAS
1387
First Command Advisory Services
Texas
$162K -$2.54K -9 -2%
GTAM
1388
Global Trust Asset Management
Florida
$161K -$166K -587 -50%
CWP
1389
Concord Wealth Partners
Virginia
$158K +$161K +571 New
TLA
1390
Tanglewood Legacy Advisors
Texas
$157K – – –
SIC
1391
Salem Investment Counselors
North Carolina
$155K – – –
AT
1392
Arlington Trust
Alabama
$154K – – –
BHWM
1393
Beaird Harris Wealth Management
Texas
$154K – – –
SWM
1394
SHP Wealth Management
Massachusetts
$153K +$19.5K +69 +14%
CA
1395
Crewe Advisors
Utah
$153K +$1.41K +5 +0.9%
WBWA
1396
William B. Walkup & Associates
South Carolina
$153K +$84.8K +300 +118%
BW
1397
Basepoint Wealth
Iowa
$152K -$22.6K -80 -13%
SGK
1398
Steigerwald Gordon & Koch
Virginia
$149K -$2.54K -9 -2%
BFPW
1399
BOK Financial Private Wealth
Colorado
$149K -$59.3K -210 -28%
SR
1400
Swiss Re
Switzerland
$139K +$131K +462 +1,127%