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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
551
Aptus Capital Advisors
Alabama
$283K +$13.8K +82 +6%
IWM
552
IHT Wealth Management
Illinois
$282K +$266K +1,574 New
SSWM
553
Sheets Smith Wealth Management
North Carolina
$278K
AWM
554
Axxcess Wealth Management
California
$277K +$41.2K +244 +19%
IAA
555
Independent Advisor Alliance
North Carolina
$276K -$12.5K -74 -5%
FC
556
Fulcrum Capital
Washington
$268K +$251K +1,487 New
RAM
557
Ramirez Asset Management
New York
$267K
FMLI
558
Fukoku Mutual Life Insurance
Japan
$267K
SFS
559
Stiles Financial Services
Minnesota
$267K
First Manhattan
560
First Manhattan
New York
$263K
Northwestern Mutual Wealth Management
561
Northwestern Mutual Wealth Management
Wisconsin
$262K -$97.9K -580 -29%
PPWP
562
Premier Path Wealth Partners
New Jersey
$261K +$244K +1,446 New
DADC
563
D.A. Davidson & Co
Montana
$257K +$241K +1,428 New
FWTB
564
First Western Trust Bank
Colorado
$254K
MIM
565
Marco Investment Management
Georgia
$250K
ACGA
566
Atlanta Consulting Group Advisors
Georgia
$247K +$231K +1,371 New
AFG
567
Atomi Financial Group
New York
$246K +$230K +1,363 New
SCTC
568
Sanibel Captiva Trust Company
Florida
$245K -$6.75K -40 -3%
SACTSONJ
569
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$243K
WA
570
Waverly Advisors
Alabama
$243K
RC
571
RBF Capital
California
$242K
FFO
572
Fiduciary Family Office
Florida
$240K +$4.89K +29 +2%
GHAM
573
Gilman Hill Asset Management
Connecticut
$237K -$4.22K -25 -2%
EPA
574
Element Pointe Advisors
Florida
$235K
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$233K -$11K -65 -5%