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Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
1501
North Star Asset Management
Wisconsin
$448K -$11.8K -38 -2%
PPA
1502
Pacific Point Advisors
California
$447K
LCM
1503
LVM Capital Management
Michigan
$447K
IP
1504
Isthmus Partners
Wisconsin
$447K
FPW
1505
Fairvoy Private Wealth
Alabama
$447K +$2.8K +9 +0.6%
DP
1506
DDD Partners
Washington
$447K -$11.8K -38 -2%
EWP
1507
Elevation Wealth Partners
California
$446K -$50.8K -163 -9%
PIP
1508
Peachtree Investment Partners
Florida
$446K -$96.2K -309 -16%
SC
1509
Sepio Capital
Utah
$445K +$12.5K +40 +3%
VCM
1510
Virtue Capital Management
Tennessee
$444K +$118K +378 +30%
DCM
1511
Dudley Capital Management
Virginia
$441K
FMTC
1512
Farmers & Merchants Trust Company
California
$441K -$4.98K -16 -1%
PAS
1513
PKS Advisory Services
New York
$440K -$16.8K -54 -3%
TAM
1514
Titleist Asset Management
Texas
$439K -$213K -685 -30%
VCP
1515
Verus Capital Partners
Arizona
$439K +$19K +61 +4%
WA
1516
WBH Advisory
Maryland
$438K
CB
1517
Community Bank
New York
$436K +$23.4K +75 +5%
NFC
1518
Northstar Financial Companies
Pennsylvania
$436K -$15.3K -49 -3%
RF
1519
Rossby Financial
Florida
$434K +$468K +1,503 New
COFSG
1520
Carbahal Olsen Financial Services Group
California
$431K
CFA
1521
CWS Financial Advisors
Michigan
$429K
WT
1522
Washington Trust
Rhode Island
$429K -$64.1K -206 -12%
CIM
1523
Contravisory Investment Management
Massachusetts
$429K -$6.54K -21 -1%
FWP
1524
Firethorn Wealth Partners
Georgia
$429K -$5.61K -18 -1%
JSW
1525
Journey Strategic Wealth
New Jersey
$428K +$24.6K +79 +5%