Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
926
Alpha Omega Wealth Management
Virginia
$289K +$16.8K +75 +6%
P
927
Pitcairn
Pennsylvania
$288K -$7.17K -32 -2%
GIA
928
Gladstone Institutional Advisory
Florida
$287K -$31.6K -141 -10%
ET
929
Equitable Trust
Tennessee
$287K – – –
HBT
930
Hills Bank & Trust
Iowa
$284K -$7.4K -33 -2%
FDCC
931
Foster Dykema Cabot & Co
Massachusetts
$284K – – –
IAIM
932
International Assets Investment Management
Florida
$281K +$4.48K +20 +2%
LWM
933
Liberty Wealth Management
California
$281K +$69.3K +309 +32%
NAM
934
NTV Asset Management
West Virginia
$280K +$448 +2 +0.2%
HWM
935
HB Wealth Management
Georgia
$280K +$18.6K +83 +7%
CL
936
CPWM LLC
Washington
$279K -$46.8K -209 -14%
WI
937
Wintrust Investments
Illinois
$279K +$27.1K +121 +11%
AG
938
AlphaSimPlex Group
Massachusetts
$279K +$284K +1,266 New
CG
939
Caprock Group
Idaho
$279K +$284K +1,267 New
TWA
940
TPB Wealth Advisors
Texas
$278K -$40.3K -180 -13%
SAMT
941
Select Asset Management & Trust
Pennsylvania
$276K – – –
NB
942
NBT Bank
New York
$275K -$67.2K -300 -19%
SFS
943
Strategic Financial Services
New York
$274K – – –
HIA
944
Harbor Investment Advisory
Maryland
$273K -$7.62K -34 -3%
MPW
945
MGO Private Wealth
California
$272K +$276K +1,233 New
LCM
946
Lewis Capital Management
California
$269K – – –
OPS
947
Orion Portfolio Solutions
Nebraska
$269K +$273K +1,219 New
LOAMS
948
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K -$597K -2,665 -69%
VWA
949
V Wealth Advisors
Kansas
$267K +$43K +192 +19%
RA
950
RFG Advisory
Alabama
$267K +$260K +1,158 New