Name Holding Trade Value Shares
Change
Change in
Stake
LW
1051
Linscomb Wealth
Texas
$452K +$59.6K +178 +16%
AWM
1052
Avior Wealth Management
Nebraska
$452K -$19.4K -58 -4%
FNFDCM
1053
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$451K -$16.7K -50 -4%
SW
1054
SlateStone Wealth
Florida
$451K +$165K +492 +63%
TGAM
1055
TBH Global Asset Management
Tennessee
$450K +$424K +1,267 New
Fisher Asset Management
1056
Fisher Asset Management
Washington
$449K -$7.37K -22 -2%
SAM
1057
Security Asset Management
New York
$442K – – –
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
$441K +$3.35K +10 +0.8%
WMA
1059
Wealth Management Associates
New Jersey
$437K – – –
AF
1060
Alerus Financial
North Dakota
$435K -$9.38K -28 -2%
EBT
1061
Enterprise Bank & Trust
Massachusetts
$434K -$113K -337 -21%
CFP
1062
Catalyst Financial Partners
Massachusetts
$432K +$19.1K +57 +5%
V
1063
VeraBank
Texas
$432K -$54.9K -164 -12%
LFA
1064
Legacy Financial Advisors
Kentucky
$430K +$47.6K +142 +13%
OTL
1065
Oak Thistle LLC
New York
$430K +$406K +1,211 New
APA
1066
Astoria Portfolio Advisors
New York
$429K -$11.1K -33 -3%
APW
1067
Aurora Private Wealth
New Jersey
$428K +$670 +2 +0.2%
MCCP
1068
Mission Creek Capital Partners
California
$427K -$79.7K -238 -17%
CAM
1069
Costello Asset Management
Pennsylvania
$427K – – –
EWA
1070
Exencial Wealth Advisors
Oklahoma
$424K -$24.1K -72 -6%
CFMC
1071
Curbstone Financial Management Corp
New Hampshire
$419K +$394K +1,178 New
VWA
1072
V Wealth Advisors
Kansas
$416K -$670 -2 -0.2%
BFM
1073
Boothbay Fund Management
New York
$415K +$391K +1,168 New
BFW
1074
Brady Family Wealth
Missouri
$413K -$2.01K -6 -0.5%
AFT
1075
Alpha Family Trust
California
$412K – – –