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Name Holding Trade Value Shares
Change
Change in
Stake
SSCM
751
Sovereign's Capital Management
Georgia
$387K -$48.8K -1,177 -11%
MWM
752
Maripau Wealth Management
Indiana
$385K +$39.7K +958 +11%
NCM
753
Narwhal Capital Management
Georgia
$384K -$2.29M -55,294 -85%
ESBC
754
E.S. Barr & Co
Kentucky
$382K
UW
755
Unique Wealth
Florida
$379K -$45.5K -1,097 -10%
PM
756
Pembroke Management
Quebec, Canada
$379K +$188K +4,526 +88%
DCM
757
Donaldson Capital Management
Indiana
$376K -$264K -6,364 -40%
DAM
758
Directional Asset Management
Illinois
$376K +$398K +9,600 New
EAM
759
Eventide Asset Management
Massachusetts
$375K +$394K +9,496 New
FFM
760
Forum Financial Management
Illinois
$368K -$114K -2,741 -23%
YMRC
761
Yorktown Management & Research Company
Virginia
$368K
GAM
762
Groupama Asset Management
France
$366K -$21.1K -509 -5%
JSSH
763
J. Safra Sarasin Holding
$365K -$356K -8,597 -48%
GT
764
Glenview Trust
Kentucky
$364K +$21K +506 +6%
DWT
765
Dorsey & Whitney Trust
South Dakota
$364K -$94.6K -2,281 -20%
GRP
766
Global Retirement Partners
California
$363K +$168K +4,040 +77%
TSWM
767
Triangle Securities Wealth Management
North Carolina
$360K -$710K -17,115 -65%
AWM
768
Aprio Wealth Management
Georgia
$354K +$332K +7,997 New
SPIA
769
Steward Partners Investment Advisory
New York
$351K +$34.9K +841 +10%
PCFFS
770
Pacific Center for Financial Services
California
$348K
1WA
771
180 Wealth Advisors
Washington
$347K +$368K +8,872 New
SBFM
772
S-Bank Fund Management
Finland
$347K -$11.9K -287 -3%
TWM
773
Trueblood Wealth Management
Ohio
$346K
MBI
774
May Barnhard Investments
Maryland
$342K
JSW
775
Journey Strategic Wealth
New Jersey
$342K +$8.87K +214 +3%