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Name Holding Trade Value Shares
Change
Change in
Stake
GSB
1901
Greenfield Savings Bank
Massachusetts
$644K +$37.3K +150 +7%
SLG
1902
Stanley-Laman Group
Pennsylvania
$643K +$604K +2,429 New
ZI
1903
ZEGA Investments
Florida
$642K +$23.6K +95 +4%
QFA
1904
Quantum Financial Advisors
California
$642K +$602K +2,423 New
EHWM
1905
Eads & Heald Wealth Management
Georgia
$638K -$118K -473 -16%
SHFG
1906
S Harris Financial Group
Texas
$636K +$597K +2,401 New
FNB
1907
Farmers National Bank
Kentucky
$636K +$303K +1,221 +104%
CWM
1908
Cabot Wealth Management
Massachusetts
$635K -$68.6K -276 -10%
Fayez Sarofim & Co
1909
Fayez Sarofim & Co
Texas
$634K -$83.7K -337 -12%
TWM
1910
Tortuga Wealth Management
California
$633K +$594K +2,389 New
Kayne Anderson Rudnick Investment Management
1911
Kayne Anderson Rudnick Investment Management
California
$631K -$2.24K -9 -0.4%
DWM
1912
Destination Wealth Management
California
$629K +$341K +1,371 +136%
MAM
1913
MMA Asset Management
Pennsylvania
$625K +$586K +2,359 New
NI
1914
Natural Investments
California
$622K +$46K +185 +9%
PTP
1915
Platform Technology Partners
New York
$621K -$75.8K -305 -12%
LIM
1916
Leavell Investment Management
Alabama
$621K +$34.5K +139 +6%
CCAM
1917
Cascades Capital Asset Management
North Carolina
$618K +$165K +663 +40%
CAI
1918
Capital Advisors Inc
Oklahoma
$617K +$579K +2,328 New
AWA
1919
AGH Wealth Advisors
Kansas
$617K -$76K -306 -12%
LOIM
1920
Liberty One Investment Management
Illinois
$613K -$491K -1,975 -46%
ACM
1921
AlphaStar Capital Management
North Carolina
$610K -$4.46M -17,957 -89%
TWM
1922
Trueblood Wealth Management
Ohio
$609K -$2.48K -10 -0.4%
AWE
1923
Avidian Wealth Enterprises
Texas
$609K -$3.23K -13 -0.6%
GSIAS
1924
Garden State Investment Advisory Services
New Jersey
$609K -$215K -867 -27%
FFA
1925
Founders Financial Alliance
North Carolina
$608K -$4.72K -19 -0.8%