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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1651
Accurate Wealth Management
Florida
$440K +$94.8K +1,130 +24%
WDC
1652
Woodward Diversified Capital
California
$440K +$26.5K +316 +6%
CWM
1653
Connecticut Wealth Management
Connecticut
$440K +$5.28K +63 +1%
PCM
1654
Prelude Capital Management
New York
$439K -$1.81M -21,593 -79%
RFO
1655
RiverGlades Family Offices
Florida
$438K – – –
FOA
1656
Five Oceans Advisors
California
$438K -$78.2K -932 -14%
WFAG
1657
Wescott Financial Advisory Group
Pennsylvania
$437K -$15.3K -182 -3%
BWP
1658
BSW Wealth Partners
Colorado
$435K +$147K +1,756 +43%
BCA
1659
Bay Colony Advisors
Massachusetts
$435K -$179K -2,138 -27%
HAS
1660
HBW Advisory Services
California
$434K +$24.8K +296 +5%
HFG
1661
Heron Financial Group
New York
$434K -$12.2K -145 -2%
MSS
1662
Mitchell Sinkler & Starr
Pennsylvania
$432K +$488K +5,819 New
Meitav Investment House
1663
Meitav Investment House
Israel
$430K -$275K -3,276 -36%
ZWJ Investment Counsel
1664
ZWJ Investment Counsel
Georgia
$430K -$96.5K -1,151 -17%
PP
1665
Patron Partners
Texas
$429K +$49.5K +590 +11%
PPP
1666
Private Portfolio Partners
New Jersey
$426K -$43.5K -519 -8%
BHBT
1667
Burke & Herbert Bank & Trust
Virginia
$426K – – –
KFI
1668
Key Financial Inc
Pennsylvania
$425K – – –
Eastern Bank
1669
Eastern Bank
Massachusetts
$425K -$89.7K -1,070 -16%
SFP
1670
Shepherd Financial Partners
Massachusetts
$423K -$170K -2,022 -26%
HT
1671
Headlands Technologies
Illinois
$423K +$442K +5,268 +1,240%
Clifford Swan Investment Counsel
1672
Clifford Swan Investment Counsel
California
$422K -$335 -4 -0.1%
MA
1673
MKT Advisors
California
$421K -$3.27K -39 -0.7%
AOI
1674
Auto-Owners Insurance
Michigan
$420K – – –
Journey Strategic Wealth
1675
Journey Strategic Wealth
New Jersey
$420K +$93.2K +1,111 +24%