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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1076
Saybrook Capital
North Carolina
$316K – – –
SFG
1077
SevenBridge Financial Group
Pennsylvania
$313K +$296K +4,911 New
CSPIA
1078
Cary Street Partners Investment Advisory
Virginia
$312K -$69.7K -1,156 -19%
AIM
1079
Athena Investment Management
California
$310K +$298K +4,940 New
Bartlett & Co Wealth Management
1080
Bartlett & Co Wealth Management
Ohio
$309K – – –
Bartlett & Co
1081
Bartlett & Co
Ohio
$309K – – –
Bridges Investment Management
1082
Bridges Investment Management
Nebraska
$309K – – –
OIM
1083
Orca Investment Management
Oregon
$307K – – –
TCA
1084
Transcend Capital Advisors
New Jersey
$307K +$14.5K +241 +5%
SFG
1085
Summit Financial Group
West Virginia
$306K -$58.1K -964 -17%
SWMP
1086
Signature Wealth Management Partners
New Jersey
$305K -$37.7K -625 -12%
SB
1087
Simmons Bank
Arkansas
$305K -$1.27K -21 -0.4%
Vaughan David Investments
1088
Vaughan David Investments
Illinois
$304K -$10.4K -173 -4%
BSA
1089
Bull Street Advisors
Georgia
$304K – – –
AC
1090
ASB Consultores
Florida
$303K – – –
WA
1091
Wealth Alliance
New York
$302K +$11.7K +194 +4%
HVIA
1092
Hudson Valley Investment Advisors
New York
$301K -$483 -8 -0.2%
KWMG
1093
King Wealth Management Group
Florida
$301K – – –
PFBT
1094
Parkside Financial Bank & Trust
Missouri
$300K +$22.7K +376 +9%
I
1095
INVST
Indiana
$298K -$1.39K -23 -0.5%
Great Valley Advisor Group
1096
Great Valley Advisor Group
Delaware
$298K +$6.7K +111 +2%
AFP
1097
Ausdal Financial Partners
Iowa
$297K -$24.1K -399 -8%
HCM
1098
Howland Capital Management
Massachusetts
$297K – – –
LI
1099
Lafayette Investments
Maryland
$297K – – –
CBA
1100
Coastal Bridge Advisors
Connecticut
$295K +$965 +16 +0.3%