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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1251
Narwhal Capital Management
Georgia
$307K – – –
AF
1252
Aldebaran Financial
$307K +$26.1K +90 +9%
ALC
1253
Alexander Labrunerie & Co
Missouri
$306K – – –
TNB
1254
Thomasville National Bank
Georgia
$305K -$11.6K -40 -3%
RPWA
1255
Regent Peak Wealth Advisors
Georgia
$305K -$4.07K -14 -1%
FWA
1256
FSM Wealth Advisors
Ohio
$305K +$12.2K +42 +4%
WA
1257
WBH Advisory
Maryland
$304K -$23.8K -82 -7%
AWM
1258
Angeles Wealth Management
California
$302K +$7.84K +27 +3%
EB
1259
Eastern Bank
Massachusetts
$302K +$320K +1,103 New
PSA
1260
Plum Street Advisors
Louisiana
$302K +$320K +1,103 New
WTC
1261
WhitTier Trust Company
Nevada
$302K +$4.07K +14 +1%
SI
1262
Stonekeep Investments
New Mexico
$301K – – –
LF
1263
Lee Financial
Texas
$300K +$317K +1,091 New
MW
1264
Marcum Wealth
Ohio
$300K +$16.8K +58 +6%
GA
1265
Geller Advisors
New York
$298K -$164K -564 -34%
GWA
1266
GGM Wealth Advisors
Maryland
$298K – – –
FIA
1267
Foundations Investment Advisors
Arizona
$298K -$194K -668 -38%
SS
1268
Sunbelt Securities
Texas
$296K +$115K +397 +58%
TFF
1269
The Family Firm
Maryland
$296K +$290 +1 +0.1%
ILI
1270
Invesco LLC (Illinois)
Illinois
$295K -$2.9K -10 -0.9%
HA
1271
Harbor Advisors
Florida
$293K – – –
WFAG
1272
Worth Financial Advisory Group
North Carolina
$292K +$3.77K +13 +1%
NCTC
1273
New Covenant Trust Company
Indiana
$289K – – –
LIM
1274
Loudon Investment Management
New Hampshire
$289K – – –
SMA
1275
Sage Mountain Advisors
Georgia
$289K +$35.7K +123 +13%