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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
601
Clear Harbor Asset Management
Connecticut
$325K +$325K +2,558 New
CHP
602
Cable Hill Partners
Oregon
$325K -$70.6K -555 -18%
ABLA
603
Alan B. Lancz & Associates
Ohio
$324K
KWM
604
Kingsview Wealth Management
Oregon
$323K +$1.27K +10 +0.4%
BCM
605
Brookstone Capital Management
Illinois
$322K +$10.3K +81 +3%
VWM
606
Venturi Wealth Management
Texas
$317K +$290K +2,279 +1,065%
IC
607
IEQ Capital
California
$315K +$28.8K +226 +10%
BFA
608
Beaumont Financial Advisors
Massachusetts
$310K -$1.4K -11 -0.4%
CIG
609
Cullen Investment Group
Louisiana
$309K -$15.8K -124 -5%
RCG
610
Regatta Capital Group
California
$308K -$5.09K -40 -2%
BBI
611
Baxter Bros Inc
Connecticut
$307K -$227K -1,787 -43%
SAM
612
Silvercrest Asset Management
New York
$307K +$7.63K +60 +3%
DA
613
Dillon & Associates
Michigan
$306K -$26.7K -210 -8%
PSP
614
Principal Street Partners
Tennessee
$304K -$312K -2,450 -51%
FFO
615
Fortitude Family Office
Arizona
$304K -$150K -1,181 -33%
PWPS
616
Pinnacle Wealth Planning Services
Ohio
$301K -$133K -1,044 -31%
GCM
617
Gallacher Capital Management
Colorado
$300K -$382 -3 -0.1%
AWE
618
Avidian Wealth Enterprises
Texas
$300K -$19K -149 -6%
CCA
619
Checchi Capital Advisers
California
$300K +$9.03K +71 +3%
HW
620
Hancock Whitney
Mississippi
$299K -$22.3K -175 -7%
ZIG
621
Zuckerman Investment Group
Illinois
$299K -$4.83K -38 -1%
RFC
622
Regions Financial Corp
Alabama
$297K +$64.6K +508 +28%
CWP
623
Cyndeo Wealth Partners
Florida
$295K -$13.2K -104 -4%
LCWP
624
Legacy Capital Wealth Partners
Arkansas
$292K -$425K -3,342 -59%
P
625
Pitcairn
Pennsylvania
$291K -$43.6K -343 -13%