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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
1051
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$451K -$16.7K -50 -4%
SW
1052
SlateStone Wealth
Florida
$451K +$165K +492 +63%
TGAM
1053
TBH Global Asset Management
Tennessee
$450K +$424K +1,267 New
Fisher Asset Management
1054
Fisher Asset Management
Washington
$449K -$7.37K -22 -2%
SAM
1055
Security Asset Management
New York
$442K
WAP
1056
Wealthcare Advisory Partners
Pennsylvania
$441K +$3.35K +10 +0.8%
WMA
1057
Wealth Management Associates
New Jersey
$437K
AF
1058
Alerus Financial
North Dakota
$435K -$9.38K -28 -2%
EBT
1059
Enterprise Bank & Trust
Massachusetts
$434K -$113K -337 -21%
CFP
1060
Catalyst Financial Partners
Massachusetts
$432K +$19.1K +57 +5%
V
1061
VeraBank
Texas
$432K -$54.9K -164 -12%
LFA
1062
Legacy Financial Advisors
Kentucky
$430K +$47.6K +142 +13%
OTL
1063
Oak Thistle LLC
New York
$430K +$406K +1,211 New
APA
1064
Astoria Portfolio Advisors
New York
$429K -$11.1K -33 -3%
APW
1065
Aurora Private Wealth
New Jersey
$428K +$670 +2 +0.2%
MCCP
1066
Mission Creek Capital Partners
California
$427K -$79.7K -238 -17%
CAM
1067
Costello Asset Management
Pennsylvania
$427K
EWA
1068
Exencial Wealth Advisors
Oklahoma
$424K -$24.1K -72 -6%
CFMC
1069
Curbstone Financial Management Corp
New Hampshire
$419K +$394K +1,178 New
VWA
1070
V Wealth Advisors
Kansas
$416K -$670 -2 -0.2%
BFM
1071
Boothbay Fund Management
New York
$415K +$391K +1,168 New
BFW
1072
Brady Family Wealth
Missouri
$413K -$2.01K -6 -0.5%
AFT
1073
Alpha Family Trust
California
$412K
CCM
1074
Cullen Capital Management
New York
$412K +$388K +1,160 New
PFPT
1075
Pinnacle Financial Partners (Tennessee)
Tennessee
$412K -$680K -2,032 -64%