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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
2051
Wealthspire Advisors (New York)
New York
$297K +$316K +2,729 New
WCM
2052
Wisconsin Capital Management
Wisconsin
$297K +$316K +2,730 New
SMH
2053
Sanders Morris Harris
Texas
$296K -$54.7K -472 -15%
CBOR
2054
Community Bank of Raymore
Missouri
$296K
AWM
2055
Aevitas Wealth Management
Massachusetts
$296K +$2.2K +19 +0.7%
JGIA
2056
Jackson Grant Investment Advisers
Connecticut
$295K -$64.2K -554 -17%
DCM
2057
Driehaus Capital Management
Illinois
$295K -$3.82K -33 -1%
IWA
2058
Intercontinental Wealth Advisors
Texas
$294K -$27.9K -241 -8%
FWCM
2059
First Western Capital Management
California
$293K -$154K -1,330 -33%
MWPCG
2060
Measured Wealth Private Client Group
New Hampshire
$293K -$84.5K -729 -21%
FA
2061
FCG Advisors
New Jersey
$293K -$84.3K -728 -21%
BHTS
2062
Bar Harbor Trust Services
Maine
$292K
RW
2063
REDW Wealth
New Mexico
$292K +$116 +1 +0%
EWM
2064
Endurance Wealth Management
Rhode Island
$291K -$2.32K -20 -0.7%
GWS
2065
Glassman Wealth Services
Virginia
$290K -$102K -878 -25%
FC
2066
Financial Consulate
Maryland
$290K -$14.8K -128 -5%
SSW
2067
Smith Shellnut Wilson
Mississippi
$290K -$4.17K -36 -1%
MC
2068
Matisse Capital
Oregon
$290K
SLT
2069
St Louis Trust
Missouri
$290K
WC
2070
Weil Company
California
$290K
KA
2071
KLCM Advisors
Wisconsin
$290K +$24.6K +212 +9%
VNA
2072
Valley National Advisers
Pennsylvania
$289K -$137K -1,182 -31%
PFA
2073
Pathway Financial Advisors
Vermont
$289K
Diamond Hill Capital Management
2074
Diamond Hill Capital Management
Ohio
$288K +$38K +328 +14%
HCIA
2075
Hochman Cole Investment Advisors
Illinois
$287K +$116 +1 +0%