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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2226
Waverly Advisors
Alabama
$229K +$202K +2,489 New
BEC
2227
Blue Edge Capital
Virginia
$228K -$20.9K -258 -9%
CWM
2228
Campbell Wealth Management
Virginia
$226K -$22.5K -278 -9%
TWM
2229
Tradition Wealth Management
Minnesota
$226K +$217K +2,677 New
SWG
2230
Summit Wealth Group
Vermont
$226K +$217K +2,678 New
MAM
2231
McCarthy Asset Management
California
$225K +$216K +2,665 New
CPWM
2232
Cypress Point Wealth Management
Texas
$225K +$216K +2,670 New
CIG
2233
Cairn Investment Group
Washington
$224K -$980K -12,106 -82%
WTFG
2234
Wells Trecaso Financial Group
Ohio
$224K +$214K +2,648 New
TCB
2235
Texas Capital Bancshares
Texas
$223K -$130K -1,605 -38%
DOA
2236
D'Orazio & Associates
Virginia
$223K – – –
NFSG
2237
Newbridge Financial Services Group
Florida
$223K +$89.4K +1,104 +72%
OIM
2238
Oder Investment Management
California
$223K +$213K +2,627 New
NPPM
2239
North Point Portfolio Managers
Ohio
$222K +$213K +2,625 New
SFP
2240
Sandbox Financial Partners
Maryland
$222K +$213K +2,631 New
Aristotle Capital Management
2241
Aristotle Capital Management
California
$222K +$213K +2,632 New
MFS
2242
Mirabella Financial Services
United Kingdom
$221K -$3.11M -38,405 -94%
SCM
2243
Silvant Capital Management
Georgia
$221K – – –
AWM
2244
Accel Wealth Management
Iowa
$220K +$210K +2,599 New
ZF
2245
Zhang Financial
Michigan
$220K +$211K +2,604 New
WCF
2246
West Coast Financial
California
$220K +$211K +2,610 New
MC
2247
Matisse Capital
Oregon
$220K +$212K +2,613 New
LHC
2248
Little House Capital
Massachusetts
$219K -$1.44M -17,833 -87%
GWM
2249
Greenwich Wealth Management
Connecticut
$219K -$25.6K -316 -11%
CAM
2250
Cubic Asset Management
Massachusetts
$219K -$21.1K -260 -9%