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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
801
Flagship Harbor Advisors
Massachusetts
$573K +$194K +3,399 +46%
NLP
802
Next Level Private
New York
$572K +$4.17K +73 +0.7%
LNWWM
803
Laird Norton Wetherby Wealth Management
California
$571K -$7.08K -124 -1%
GT
804
Glenview Trust
Kentucky
$568K -$8.46K -148 -1%
RB
805
Renasant Bank
Mississippi
$566K -$17.4K -304 -3%
SF
806
Symphony Financial
Texas
$566K +$45.1K +789 +8%
BBI
807
Baxter Bros Inc
Connecticut
$565K -$12.5K -219 -2%
FNBTCON
808
First National Bank & Trust Co of Newtown
Pennsylvania
$565K -$76.8K -1,344 -11%
DCM
809
Dudley Capital Management
Virginia
$565K -$62.4K -1,093 -9%
CCA
810
Cobblestone Capital Advisors
New York
$561K -$5.08K -89 -0.8%
AWM
811
Accurate Wealth Management
Florida
$560K +$32.6K +571 +6%
JWCA
812
J.W. Cole Advisors
Florida
$559K +$15.2K +266 +3%
CPIG
813
Chicago Partners Investment Group
Illinois
$559K -$35K -612 -6%
LAM
814
L2 Asset Management
Massachusetts
$556K -$1.45M -25,326 -71%
IFWM
815
Institute for Wealth Management
Colorado
$555K -$1.77K -31 -0.3%
IIM
816
Ipswich Investment Management
Massachusetts
$555K – – –
BHBT
817
Burke & Herbert Bank & Trust
Virginia
$551K +$286K +5,008 +93%
DBIA
818
Dumont & Blake Investment Advisors
New Jersey
$545K +$293K +5,136 +100%
CCA
819
Checchi Capital Advisers
California
$542K -$36.4K -638 -6%
CPC
820
Cookson Peirce & Co
Pennsylvania
$542K +$155K +2,707 +36%
KWM
821
Keebeck Wealth Management
Illinois
$541K – – –
WA
822
WealthTrust Axiom
Pennsylvania
$540K -$17.8K -312 -3%
ACM
823
AlphaStar Capital Management
North Carolina
$540K +$45.4K +794 +8%
FNBT
824
FineMark National Bank & Trust
Florida
$538K +$21.7K +380 +4%
FTWA
825
Fifth Third Wealth Advisors
Ohio
$536K +$373K +6,534 +183%
31 32
33
34 35