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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1176
Spinnaker Trust
Maine
$260K -$80.5K -1,424 -24%
AUB
1177
Atlantic Union Bankshares
Virginia
$260K -$7.86K -139 -3%
MCM
1178
Marathon Capital Management
Maryland
$258K +$18.9K +335 +8%
MWM
1179
Modera Wealth Management
New Jersey
$257K -$25.8K -456 -10%
TCOO
1180
Trust Company of Oklahoma
Oklahoma
$256K -$46.1K -816 -16%
WA1
1181
Wimmer Associates 1
California
$256K – – –
FM
1182
Foster & Motley
Ohio
$256K +$244K +4,320 New
TFF
1183
The Family Firm
Maryland
$255K -$3.56K -63 -1%
BWM
1184
BigSur Wealth Management
Florida
$255K – – –
BAM
1185
Belpointe Asset Management
Nevada
$254K -$47.9K -847 -16%
1WA
1186
180 Wealth Advisors
Washington
$254K -$3.39K -60 -1%
TPWA
1187
TRUE Private Wealth Advisors
Oregon
$253K -$2.77K -49 -1%
TCB
1188
Texas Capital Bancshares
Texas
$253K +$5.37K +95 +2%
RFM
1189
Royal Fund Management
Florida
$252K -$17.4K -307 -7%
SFG
1190
SevenBridge Financial Group
Pennsylvania
$252K -$7.35K -130 -3%
TIA
1191
Tiemann Investment Advisors
California
$252K +$28.3K +500 +13%
MMHP
1192
Murphy Middleton Hinkle & Parker
Georgia
$250K -$16.9K -299 -7%
PHK
1193
Point72 Hong Kong
Hong Kong
$250K +$110K +1,948 +86%
MWAC
1194
Mariner Wealth Advisors (Cincinnati)
Ohio
$249K +$6.22K +110 +3%
AIA
1195
Allied Investment Advisors
Montana
$249K +$7.07K +125 +3%
AP
1196
Appleton Partners
Massachusetts
$249K +$22.6K +400 +11%
AWM
1197
Avior Wealth Management
Nebraska
$248K -$190K -3,356 -44%
CPA
1198
Clear Perspective Advisors
Illinois
$248K -$6.5K -115 -3%
ACM
1199
Alpha Capital Management
Texas
$247K – – –
FCH
1200
Freestone Capital Holdings
Washington
$246K -$176K -3,108 -43%
46 47
48
49 50