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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
976
S.A. Mason
Michigan
$231K – – –
MWM
977
Mattern Wealth Management
Kansas
$230K – – –
KWS
978
Keystone Wealth Services
California
$230K +$1.73K +8 +0.7%
CPA
979
Cardiff Park Advisors
California
$229K +$865 +4 +0.4%
TA
980
Tectonic Advisors
Texas
$229K +$241K +1,116 New
BCP
981
Blue Chip Partners
Michigan
$228K -$106K -489 -31%
GCP
982
Gill Capital Partners
Colorado
$227K -$108K -498 -31%
PFBT
983
Parkside Financial Bank & Trust
Missouri
$226K -$41.7K -193 -15%
HWA
984
Heartwood Wealth Advisors
Virginia
$226K +$238K +1,100 New
PWLP
985
Prio Wealth Limited Partnership
Massachusetts
$223K -$60.1K -278 -20%
PBO
986
Peoples Bank (Ohio)
Ohio
$223K +$235K +1,088 New
BOH
987
Bank of Hawaii
Hawaii
$221K -$80.2K -371 -26%
WW
988
Waterfront Wealth
Kansas
$221K – – –
GLA
989
Good Life Advisors
Pennsylvania
$220K +$232K +1,074 New
HB Wealth Management
990
HB Wealth Management
Georgia
$220K +$232K +1,075 New
KMC
991
Kirr Marbach & Co
Indiana
$218K -$16.9K -78 -7%
TC
992
Truvestments Capital
Florida
$218K +$228K +1,056 +21,120%
Tiedemann Advisors
993
Tiedemann Advisors
New York
$217K +$7.14K +33 +3%
SB
994
Sunflower Bank
Texas
$216K +$227K +1,051 New
CCB
995
Cutter & Co Brokerage
Missouri
$215K -$82.6K -382 -27%
Clal Insurance
996
Clal Insurance
Israel
$215K – – –
ECM
997
EagleClaw Capital Management
Massachusetts
$215K – – –
CMS
998
Capital Market Strategies
Florida
$215K +$226K +1,046 New
TWI
999
Thomas White International
Illinois
$213K – – –
VCM
1000
Vivaldi Capital Management
Illinois
$212K – – –