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Name Holding Trade Value Shares
Change
Change in
Stake
BPB
751
Badgley, Phelps & Bell
Washington
$355K +$20.8K +126 +7%
DBIA
752
Dumont & Blake Investment Advisors
New Jersey
$353K
CCM
753
Carderock Capital Management
Maryland
$351K
WJWM
754
Williams Jones Wealth Management
New York
$348K +$18.2K +110 +6%
WAM
755
Wealthspire Advisors (Maryland)
Maryland
$347K -$19.7K -119 -6%
AA
756
AF Advisors
California
$347K
DSC
757
Duncker Streett & Co
Missouri
$347K
TGAM
758
TBH Global Asset Management
Tennessee
$347K
HPC
759
HM Payson & Co
Maine
$346K
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$344K +$3.3K +20 +1%
KWM
761
Kingsview Wealth Management
Oregon
$344K +$65.3K +395 +25%
AF
762
Advisornet Financial
Minnesota
$344K +$163K +986 +99%
FANJ
763
Financial Architects (New Jersey)
New Jersey
$341K -$21.3K -129 -6%
BUB
764
BBVA USA Bancshares
Texas
$337K -$1.32K -8 -0.4%
IA
765
IFP Advisors
Florida
$337K +$330 +2 +0.1%
CI
766
CX Institutional
Indiana
$336K -$1.82K -11 -0.6%
VWM
767
Valley Wealth Managers
New Jersey
$334K -$330K -2,000 -51%
OFS
768
Oldfather Financial Services
Nebraska
$334K +$1.98K +12 +0.7%
AT
769
Arden Trust
Delaware
$332K
LW
770
Linscomb Wealth
Texas
$331K
SB
771
Simmons Bank
Arkansas
$330K
PTC
772
Philadelphia Trust Company
Pennsylvania
$328K -$2.48K -15 -0.8%
DBG
773
De Burlo Group
Massachusetts
$323K +$24.8K +150 +9%
CA
774
Cambridge Advisors
Nebraska
$322K -$6.61K -40 -2%
BRWA
775
B. Riley Wealth Advisors
Florida
$319K -$77.2K -467 -20%