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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1151
Bar Harbor Wealth Management
New Hampshire
$443K +$90K +375 +28%
MWM
1152
Mission Wealth Management
California
$442K +$9.36K +39 +2%
EA
1153
Elm Advisors
California
$440K – – –
MJRIC
1154
Mogy Joel R Investment Counsel
California
$440K – – –
SC
1155
SouthState Corp
Florida
$438K – – –
PIA
1156
Perennial Investment Advisors
California
$437K -$35.5K -148 -8%
IAP
1157
Indie Asset Partners
Indiana
$437K +$78K +325 +24%
PIM
1158
Profit Investment Management
Maryland
$436K – – –
SCM
1159
Shelton Capital Management
Colorado
$434K – – –
KF
1160
Krilogy Financial
Missouri
$434K +$81.8K +341 +26%
BOPW
1161
Brandywine Oak Private Wealth
Pennsylvania
$434K +$132K +550 +49%
SGCA
1162
Steel Grove Capital Advisors
Tennessee
$433K +$45.6K +190 +13%
SAF
1163
Smith Anglin Financial
Texas
$433K +$50.6K +211 +14%
EN1L
1164
Engine No 1 LLC
California
$433K +$81.4K +339 +25%
Jones Financial Companies
1165
Jones Financial Companies
Missouri
$431K +$66K +275 +20%
RI
1166
Ridgewood Investments
New Jersey
$431K +$400K +1,668 New
SIC
1167
Schwartz Investment Counsel
Michigan
$427K -$108K -450 -21%
LOAMS
1168
Lombard Odier Asset Management (Switzerland)
Switzerland
$427K +$396K +1,651 New
CCM
1169
Condor Capital Management
New Jersey
$426K -$2.15M -8,949 -84%
MCA
1170
Magnolia Capital Advisors
Mississippi
$426K +$4.8K +20 +1%
NWA
1171
New World Advisors
Massachusetts
$424K – – –
GL
1172
Graypoint LLC
New York
$423K +$393K +1,636 New
SFG
1173
StrategIQ Financial Group
Indiana
$423K +$393K +1,637 New
JIC
1174
Joel Isaacson & Co
New York
$422K +$1.44K +6 +0.4%
WT
1175
Washington Trust
Rhode Island
$421K -$1.37M -5,726 -78%