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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1076
Patron Partners
Texas
$331K +$324K +2,111 New
FAT
1077
First American Trust
California
$331K +$324K +2,111 New
MFA
1078
Mayflower Financial Advisors
Massachusetts
$330K +$10.1K +66 +3%
HNWAG
1079
High Net Worth Advisory Group
Florida
$328K +$46K +300 +17%
PCA
1080
Pallas Capital Advisors
Massachusetts
$328K -$18.6K -121 -5%
SRSA
1081
S.R. Schill & Associates
Washington
$327K +$319K +2,082 New
CB
1082
Community Bank
New York
$326K
SWS
1083
SYSTM Wealth Solutions
Illinois
$324K +$317K +2,067 New
Cohen & Steers
1084
Cohen & Steers
New York
$324K
JC
1085
Jacobs & Co
California
$324K +$317K +2,070 New
WTA
1086
Washington Trust Advisors
Massachusetts
$324K +$64.1K +418 +25%
SSWM
1087
Strait & Sound Wealth Management
California
$323K +$305K +1,990 New
RP
1088
Riverwater Partners
Wisconsin
$319K -$552K -3,600 -64%
LWAC
1089
Laurel Wealth Advisors (California)
California
$318K -$5.98K -39 -2%
ESCM
1090
Echo Street Capital Management
New York
$316K +$309K +2,016 New
WA
1091
WealthTrust Axiom
Pennsylvania
$316K -$153 -1 -0%
KP
1092
Keel Point
Alabama
$315K +$15.5K +101 +5%
KOC
1093
Koss-Olinger Consulting
Florida
$315K
AIM
1094
Aspen Investment Management
Michigan
$315K +$308K +2,007 New
MFC
1095
Mechanics Financial Corp
Ohio
$314K
FCP
1096
Fidelis Capital Partners
Florida
$313K +$298K +1,943 New
WFC
1097
Western Financial Corp
California
$310K +$59.6K +389 +25%
RIM
1098
RW Investment Management
Idaho
$309K +$302K +1,970 New
SB
1099
Sunflower Bank
Texas
$309K -$29.6K -193 -9%
CT
1100
Columbia Trust
Oregon
$308K -$67.3K -439 -18%