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Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
1126
First City Capital Management
Georgia
$262K -$3.27K -64 -1%
BSA
1127
Bull Street Advisors
Georgia
$261K
NDSI
1128
Newman Dignan & Sheerar Inc
Rhode Island
$261K +$243K +4,752 New
AWM
1129
Angeles Wealth Management
California
$260K +$243K +4,750 New
KW
1130
KWB Wealth
California
$260K +$2.56K +50 +1%
EA
1131
Ergawealth Advisors
Illinois
$260K
OWA
1132
Outlook Wealth Advisors
Texas
$260K +$242K +4,732 New
EIA
1133
Edgemoor Investment Advisors
Maryland
$259K -$19.2K -375 -7%
KWMG
1134
King Wealth Management Group
Florida
$259K
DLA
1135
Douglas Lane & Associates
New York
$259K -$31K -607 -11%
SFFS
1136
Stonehage Fleming Financial Services
Jersey
$257K
HL
1137
HeadInvest LLC
Maine
$257K -$191K -3,747 -44%
RDWM
1138
Red Door Wealth Management
Tennessee
$255K +$238K +4,652 New
CBT
1139
CoreFirst Bank & Trust
Kansas
$255K -$51.8K -1,013 -18%
EB
1140
Exchange Bank
California
$254K
PCA
1141
Pallas Capital Advisors
Massachusetts
$253K -$18.5K -363 -7%
CI
1142
CX Institutional
Indiana
$253K -$23.3K -456 -9%
SM
1143
Sciencast Management
New Jersey
$252K +$235K +4,600 New
TSWM
1144
Triangle Securities Wealth Management
North Carolina
$250K
LIG
1145
Lokken Investment Group
Delaware
$249K -$457K -8,939 -66%
AF
1146
Aldebaran Financial
$248K
RB
1147
Rodgers Brothers
Pennsylvania
$248K +$153 +3 +0.1%
CM
1148
Cercano Management
Washington
$247K
PWMG
1149
Pioneer Wealth Management Group
Texas
$247K
SWM
1150
Silverlake Wealth Management
Vermont
$246K -$17.3K -338 -7%