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Name Holding Trade Value Shares
Change
Change in
Stake
LW
826
Linscomb Wealth
Texas
$710K +$7.97K +165 +1%
PWS
827
Peloton Wealth Strategists
Indiana
$706K -$469K -9,700 -41%
PFSC
828
Peoples Financial Services Corp
Pennsylvania
$701K -$26.3K -545 -4%
WA
829
WBH Advisory
Maryland
$700K -$5.94K -123 -0.9%
CLOS
830
Compagnie Lombard Odier SCmA
Switzerland
$696K -$148K -3,059 -18%
CWM
831
Concert Wealth Management
California
$694K -$38.9K -805 -6%
VanEck Associates
832
VanEck Associates
New York
$693K +$112K +2,320 +20%
Group One Trading
833
Group One Trading
Illinois
$690K +$133K +2,753 +25%
CONA
834
Capital One National Association
New York
$686K +$25K +518 +4%
REMPR
835
Roof Eidam Maycock Peralta (REMP)
California
$685K
ATC
836
Argent Trust Co
Tennessee
$683K +$8.84K +183 +1%
PTC
837
Private Trust Company
Ohio
$681K -$23.7K -491 -3%
SSWM
838
Sheets Smith Wealth Management
North Carolina
$681K +$5.12K +106 +0.8%
AC
839
Abbrea Capital
California
$680K +$60.4K +1,250 +10%
ACM
840
Azimuth Capital Management
Michigan
$679K -$56.6K -1,171 -8%
CMANY
841
Capital Management Associates (New York)
New York
$678K -$53.2K -1,100 -7%
GLRA
842
Gerald L. Ray & Associates
Texas
$677K
VWA
843
V Wealth Advisors
Kansas
$676K +$259K +5,359 +65%
PHS
844
Pekin Hardy Strauss
Illinois
$675K +$34.8K +721 +6%
CCM
845
Compton Capital Management
Rhode Island
$674K -$21.7K -450 -3%
BHBT
846
Burke & Herbert Bank & Trust
Virginia
$674K +$19.6K +405 +3%
GIP
847
Granite Investment Partners
California
$670K +$9.66K +200 +2%
WEC
848
Winslow Evans & Crocker
Massachusetts
$668K -$42.4K -878 -6%
EDRH
849
Edmond de Rothschild Holding
Switzerland
$668K +$232K +4,800 +56%
BWP
850
Baldwin Wealth Partners
Massachusetts
$666K -$9.66K -200 -1%