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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1326
KDT Advisors
New York
$516K – – –
MC
1327
Moors & Cabot
Massachusetts
$514K +$67.9K +113 +16%
SIG
1328
Spinnaker Investment Group
California
$511K +$500K +832 New
BOM
1329
Bank of Marin
California
$511K +$30K +50 +6%
BSHC
1330
Breed's Hill Capital
Massachusetts
$509K +$601 +1 +0.1%
IAIM
1331
International Assets Investment Management
Florida
$508K +$25.8K +43 +5%
FFA
1332
Fortune Financial Advisors
Kansas
$507K +$42K +70 +9%
CT
1333
Caldwell Trust
Florida
$507K -$96.7K -161 -16%
RWP
1334
Revolve Wealth Partners
New Jersey
$507K +$7.81K +13 +2%
RIG
1335
Ramiah Investment Group
Wisconsin
$505K -$12K -20 -2%
EA
1336
Everpar Advisors
Oklahoma
$505K +$43.2K +72 +10%
CCFM
1337
Clear Creek Financial Management
Washington
$505K +$22.2K +37 +5%
PWM
1338
Prentice Wealth Management
New York
$503K +$28.8K +48 +6%
CJL
1339
Cyrus J. Lawrence
New York
$501K -$7.83M -13,043 -94%
SIM
1340
Sentry Investment Management
Wisconsin
$501K -$162K -269 -23%
AOWM
1341
Alpha Omega Wealth Management
Virginia
$497K – – –
CIAS
1342
Capital Investment Advisory Services
North Carolina
$497K +$64.3K +107 +15%
NG
1343
Novem Group
New York
$496K -$91.9K -153 -16%
IPGDR
1344
Investidor Profissional Gestao de Recursos
Brazil
$495K +$484K +806 New
SS
1345
Sunbelt Securities
Texas
$494K -$162K -270 -25%
TL
1346
Tradewinds LLC
North Carolina
$493K -$21K -35 -4%
TWG
1347
The Wealth Group
Minnesota
$493K +$482K +803 New
KGC
1348
Kennon-Green & Company
Ohio
$491K +$20.4K +34 +4%
TBT
1349
Texas Bank & Trust
Texas
$490K -$21.6K -36 -4%
OFG
1350
Oxford Financial Group
Indiana
$489K +$17.4K +29 +4%