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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1051
Carlson Capital Management
Minnesota
$281K -$28.2K -135 -10%
RWP
1052
RWA Wealth Partners
Massachusetts
$281K -$418 -2 -0.2%
MSAM
1053
Moloney Securities Asset Management
Missouri
$281K +$2.09K +10 +0.8%
BHTS
1054
Bar Harbor Trust Services
Maine
$281K +$5.01K +24 +2%
LJHT
1055
Laurie J. Hall Trustee
$280K -$36.6K -175 -12%
PP
1056
Pegasus Partners
Wisconsin
$280K +$5.01K +24 +2%
AL
1057
ADE LLC
Maryland
$280K +$271K +1,295 New
HSA
1058
HBK Sorce Advisory
Pennsylvania
$279K +$13.6K +65 +5%
PWAP
1059
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$278K – – –
MOS
1060
MGO One Seven
Ohio
$277K +$8.98K +43 +3%
MSFS
1061
Main Street Financial Solutions
Pennsylvania
$277K +$267K +1,280 New
PPCM
1062
Pillar Pacific Capital Management
California
$275K +$12.5K +60 +5%
NB
1063
Nicolet Bankshares
Wisconsin
$274K – – –
CPIG
1064
Chicago Partners Investment Group
Illinois
$274K +$3.34K +16 +1%
LPIC
1065
LeJeune Puetz Investment Counsel
Michigan
$274K +$34.5K +165 +15%
FFG
1066
Fortem Financial Group
California
$273K +$10.7K +51 +4%
KC
1067
Kepos Capital
New York
$272K +$99.2K +475 +61%
JF
1068
Jump Financial
Illinois
$271K -$317K -1,518 -55%
GSWM
1069
Golden State Wealth Management
California
$271K +$262K +1,252 New
BP
1070
Ballentine Partners
Massachusetts
$270K -$13.6K -65 -5%
CM
1071
Capital Management
Virginia
$269K -$8.78K -42 -3%
AAM
1072
Aureus Asset Management
Massachusetts
$269K – – –
VCM
1073
Vigilant Capital Management
Maine
$269K – – –
LWMM
1074
Legacy Wealth Management (Mississippi)
Mississippi
$266K – – –
SQA
1075
Simon Quick Advisors
New Jersey
$265K -$6.27K -30 -2%