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Name Holding Trade Value Shares
Change
Change in
Stake
CCB
901
Cutter & Co Brokerage
Missouri
$312K +$40.1K +176 +14%
CGA
902
Crescent Grove Advisors
Illinois
$311K +$325K +1,425 New
SWA
903
Sutton Wealth Advisors
Florida
$311K -$684 -3 -0.2%
ACP
904
Aviance Capital Partners
Florida
$310K
CTA
905
Chesley Taft & Associates
Illinois
$310K
JFA
906
Johanson Financial Advisors
California
$310K +$9.8K +43 +3%
EWM
907
Evercore Wealth Management
New York
$309K
WAM
908
Wallington Asset Management
Indiana
$305K
ER
909
Enlightenment Research
Florida
$305K +$319K +1,400 New
TLP
910
Trinity Legacy Partners
Texas
$304K -$166K -728 -34%
FWM
911
Focused Wealth Management
New York
$303K +$228 +1 +0.1%
DBIA
912
Dumont & Blake Investment Advisors
New Jersey
$303K +$4.79K +21 +2%
NIM
913
NuWave Investment Management
New Jersey
$303K +$316K +1,389 New
HCP
914
Hexagon Capital Partners
Arkansas
$300K +$213K +934 +212%
SWM
915
Shelton Wealth Management
Texas
$300K +$313K +1,374 New
WPP
916
Whalerock Point Partners
Rhode Island
$299K
PWLP
917
Prio Wealth Limited Partnership
Massachusetts
$298K -$47.8K -210 -13%
IFG
918
Independent Financial Group
California
$297K -$30.8K -135 -9%
WCM
919
WealthBridge Capital Management
Ohio
$296K
AAM
920
Autus Asset Management
Arizona
$295K -$11.4K -50 -4%
RE
921
RBC Europe
United Kingdom
$294K -$13.7K -60 -4%
DWT
922
Dorsey & Whitney Trust
South Dakota
$292K +$23.9K +105 +8%
WS
923
Wela Strategies
Georgia
$291K +$7.29K +32 +2%
DTC
924
Davidson Trust Company
Washington
$291K +$18.9K +83 +7%
EWS
925
Evergreen Wealth Solutions
Pennsylvania
$291K +$304K +1,335 New