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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1276
Axxcess Wealth Management
California
$218K +$212K +1,273 New
AAP
1277
Arax Advisory Partners
Colorado
$218K -$88.9K -534 -30%
FWA
1278
FSM Wealth Advisors
Ohio
$218K +$212K +1,272 New
CCFCSB
1279
Cape Cod Five Cents Savings Bank
Massachusetts
$217K +$211K +1,267 New
SGC
1280
Slocum, Gordon & Co
Rhode Island
$217K +$211K +1,265 New
WA
1281
Wealth Architects
California
$215K +$209K +1,257 New
KCM
1282
KRS Capital Management
Michigan
$215K +$209K +1,256 New
ANB
1283
Amarillo National Bank
Texas
$214K +$208K +1,251 New
SIC
1284
Shoker Investment Counsel
Ohio
$214K +$208K +1,250 New
TCM
1285
Tufton Capital Management
Maryland
$214K +$208K +1,250 New
TTWM
1286
TCV Trust & Wealth Management
Virginia
$214K -$5.99K -36 -3%
PFBT
1287
Parkside Financial Bank & Trust
Missouri
$214K +$14.5K +87 +7%
CAWM
1288
Capital Advisors Wealth Management
Washington
$214K +$208K +1,248 New
IF
1289
Intrua Financial
Texas
$213K +$210K +1,264 New
MIC
1290
Meridian Investment Counsel
California
$213K +$207K +1,242 New
SF
1291
Symphony Financial
Texas
$213K -$38.6K -232 -16%
MSFS
1292
Main Street Financial Solutions
Pennsylvania
$211K +$204K +1,227 New
LA
1293
Legacy Advisors
Pennsylvania
$210K +$204K +1,223 New
ACM
1294
Ategra Capital Management
Virginia
$209K +$203K +1,220 New
BFA
1295
Beacon Financial Advisory
Ohio
$209K +$203K +1,217 New
TPWA
1296
TRUE Private Wealth Advisors
Oregon
$208K +$202K +1,216 New
III
1297
Independent Investors Inc
New York
$208K +$202K +1,215 New
HWM
1298
HFR Wealth Management
New York
$208K -$36.6K -220 -15%
OCM
1299
Objective Capital Management
Ohio
$208K +$202K +1,213 New
FCA
1300
FinTrust Capital Advisors
South Carolina
$207K