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Name Holding Trade Value Shares
Change
Change in
Stake
P
676
&Partners
Tennessee
$340K +$346K +2,493 New
HPC
677
HM Payson & Co
Maine
$340K
CCG
678
Coastwise Capital Group
California
$340K +$1.94K +14 +0.6%
JPWM
679
Jamison Private Wealth Management
Georgia
$336K -$12.5K -90 -4%
CPWA
680
Cerro Pacific Wealth Advisors
California
$336K +$342K +2,464 New
SCM
681
Schnieders Capital Management
California
$334K -$6.94K -50 -2%
BMCM
682
Bryn Mawr Capital Management
Pennsylvania
$333K -$4.3M -30,950 -92%
EM
683
Excalibur Management
Massachusetts
$333K -$3.47K -25 -1%
FHA
684
Flagship Harbor Advisors
Massachusetts
$332K +$126K +910 +60%
NS
685
NBC Securities
Alabama
$332K -$29K -209 -8%
Teacher Retirement System of Texas
686
Teacher Retirement System of Texas
Texas
$329K -$103K -741 -23%
MWM
687
Mattern Wealth Management
Kansas
$328K
PCA
688
Pallas Capital Advisors
Massachusetts
$327K -$13.5K -97 -4%
CC
689
Courier Capital
New York
$327K -$6.94K -50 -2%
BSB
690
Bangor Savings Bank
Maine
$326K
WBC
691
Westpac Banking Corp
Australia
$326K +$28.6K +206 +9%
OP
692
ORG Partners
Indiana
$323K +$246K +1,770 +278%
BFC
693
Bedel Financial Consulting
Indiana
$322K +$278 +2 +0.1%
DAS
694
Diversify Advisory Services
Utah
$322K +$12.8K +92 +4%
TA
695
TrueWealth Advisors
Alabama
$319K +$278 +2 +0.1%
FPB
696
First PREMIER Bank
South Dakota
$319K -$6.94K -50 -2%
WOC
697
West Oak Capital
California
$317K +$123K +885 +61%
KAS
698
KPP Advisory Services
Kentucky
$316K -$51.5K -371 -14%
RWM
699
Revisor Wealth Management
Ohio
$316K -$256K -1,842 -44%
FA
700
Faithward Advisors
Pennsylvania
$315K +$134K +963 +71%