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Name Holding Trade Value Shares
Change
Change in
Stake
NSB
1876
Norway Savings Bank
Maine
$736K -$81K -780 -12%
WAS
1877
Wealth Advisory Solutions
Indiana
$736K -$61.5K -592 -9%
KCM
1878
Kathmere Capital Management
Pennsylvania
$736K +$168K +1,619 +38%
AGWCA
1879
Annis Gardner Whiting Capital Advisors
Florida
$734K +$15.6K +150 +3%
FZCM
1880
Flynn Zito Capital Management
New York
$731K -$3.22K -31 -0.5%
IUHSA
1881
Itau Unibanco Holding S.A.
Brazil
$731K -$987K -9,495 -62%
SIC
1882
Sterling Investment Counsel
New York
$731K -$1.18M -11,360 -66%
PA
1883
Prossimo Advisors
California
$731K -$301K -2,898 -33%
CA
1884
Cornerstone Advisory
Maryland
$730K +$8.94K +86 +1%
TCM
1885
TT Capital Management
California
$730K +$935 +9 +0.2%
AIC
1886
Argus Investors Counsel
New York
$730K +$15.6K +150 +3%
CWA
1887
Clarity Wealth Advisors
California
$729K +$10.6K +102 +2%
CFP
1888
Catalyst Financial Partners
Massachusetts
$727K +$1.66K +16 +0.3%
HKAM
1889
Horizon Kinetics Asset Management
New York
$727K +$16.6K +160 +3%
MGWM
1890
Marks Group Wealth Management
Minnesota
$727K -$15.2K -146 -2%
DWM
1891
DecisionMap Wealth Management
Virginia
$726K -$38.4K -370 -6%
WI
1892
WrapManager Inc
California
$726K -$16.9K -163 -3%
FWMM
1893
Foundation Wealth Management (Missouri)
Missouri
$724K -$15.6K -150 -3%
LCM
1894
Liberty Capital Management
Michigan
$724K -$4.88K -47 -0.8%
EWS
1895
Evergreen Wealth Solutions
Pennsylvania
$723K -$48.8K -470 -7%
ZCI
1896
Zevenbergen Capital Investments
Washington
$720K +$49.9K +480 +9%
RC
1897
Rovin Capital
Arizona
$720K +$6.34K +61 +1%
TCM
1898
Tran Capital Management
California
$718K
PB
1899
Pinnacle Bancorp
Nebraska
$718K +$16.3K +157 +3%
BWM
1900
BankPlus Wealth Management
Mississippi
$716K +$7.17K +69 +1%