Name Holding Trade Value Shares
Change
Change in
Stake
V
876
VeraBank
Texas
$412K – – –
SCA
877
Snowden Capital Advisors
New York
$411K +$130K +500 +52%
SSW
878
Smith Shellnut Wilson
Mississippi
$409K -$29.8K -115 -7%
AWM
879
Aberdeen Wealth Management
Illinois
$409K -$3.11K -12 -0.8%
PS
880
Portfolio Solutions
Michigan
$407K – – –
GFS
881
GYL Financial Synergies
Connecticut
$405K – – –
AIIMS
882
Analyst IMS Investment Management Services
Israel
$405K +$108K +415 +40%
WMA
883
Wealth Management Associates
New Jersey
$401K – – –
TCOO
884
Trust Company of Oklahoma
Oklahoma
$399K +$6.75K +26 +2%
FNBT
885
FineMark National Bank & Trust
Florida
$399K +$4.41K +17 +1%
AWM
886
AllSquare Wealth Management
New York
$397K – – –
NG
887
NatWest Group
United Kingdom
$397K +$59.9K +231 +19%
CG
888
Caprock Group
Idaho
$394K -$35.8K -138 -9%
QCM
889
Quest Capital Management
Texas
$393K +$100K +387 +38%
KPW
890
Kore Private Wealth
New York
$392K -$12.5K -48 -3%
OBGC
891
O'Brien Greene & Co
Pennsylvania
$392K – – –
ER
892
Enlightenment Research
Florida
$392K +$363K +1,400 New
FNFDCM
893
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$387K – – –
MPCG
894
Matrix Private Capital Group
New York
$387K – – –
THWM
895
Taylor Hoffman Wealth Management
Virginia
$387K – – –
HTC
896
Haverford Trust Company
Pennsylvania
$385K – – –
BP
897
Ballentine Partners
Massachusetts
$384K -$33.2K -128 -9%
FTA
898
Financial & Tax Architects
Missouri
$383K +$355K +1,367 New
CCA
899
Childress Capital Advisors
Texas
$382K +$198K +765 +128%
SFS
900
Sowell Financial Services
Arkansas
$381K +$22.1K +85 +7%