Name Holding Trade Value Shares
Change
Change in
Stake
FHB
1151
First Hawaiian Bank
Hawaii
$303K -$1.25K -4 -0.4%
LC
1152
Landaas & Company
Wisconsin
$303K – – –
EB
1153
Eastern Bank
Massachusetts
$302K – – –
LA
1154
Latitude Advisors
Florida
$302K -$48.3K -154 -14%
FTA
1155
Financial & Tax Architects
Missouri
$300K +$286K +912 New
SWM
1156
SeaCrest Wealth Management
New York
$299K +$25.1K +80 +10%
PEA
1157
Park Edge Advisors
Ohio
$299K +$287K +916 New
FG
1158
Fiduciary Group
Georgia
$298K -$2.19K -7 -0.8%
MTC
1159
McDaniel Terry & Co
Texas
$297K – – –
DBT
1160
Dubuque Bank & Trust
Iowa
$296K -$7.21K -23 -2%
CWP
1161
Curated Wealth Partners
California
$295K -$86.2K -275 -23%
MSAM
1162
Moloney Securities Asset Management
Missouri
$295K +$7.84K +25 +3%
BAM
1163
Blueshift Asset Management
New Jersey
$294K +$283K +902 New
WB
1164
Webster Bank
Connecticut
$294K – – –
QCM
1165
Qsemble Capital Management
New York
$294K +$282K +900 New
EA
1166
Eclectic Associates
California
$291K +$280K +892 New
SHGA
1167
Sand Hill Global Advisors
California
$290K +$33.9K +108 +14%
SPWM
1168
Spartan Planning & Wealth Management
North Carolina
$290K +$279K +889 New
WCM
1169
Wedge Capital Management
North Carolina
$288K +$9.09K +29 +3%
CAG
1170
Crestwood Advisors Group
Massachusetts
$288K +$276K +882 New
HFBOT
1171
Home Federal Bank of Tennessee
Tennessee
$287K – – –
RDWM
1172
Red Door Wealth Management
Tennessee
$287K – – –
NFA
1173
Northern Financial Advisors
Michigan
$287K +$276K +880 New
AFP
1174
Ausdal Financial Partners
Iowa
$287K +$5.64K +18 +2%
WHG
1175
Westwood Holdings Group
Texas
$286K +$9.4K +30 +4%