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Name Holding Trade Value Shares
Change
Change in
Stake
PTB
1376
Pioneer Trust Bank
Oregon
$490K
BS
1377
Banco Santander
Spain
$490K +$59.2K +125 +14%
CNBOF
1378
City National Bank of Florida
Florida
$489K +$37.9K +80 +8%
MW
1379
Maia Wealth
Colorado
$489K +$170K +360 +45%
KFC
1380
Klingenstein Fields & Co
New York
$489K
S
1381
Sachetta
Massachusetts
$486K +$5.21K +11 +1%
MA
1382
Mutual Advisors
Nebraska
$486K -$27K -57 -5%
CSIC
1383
Clifford Swan Investment Counsel
California
$485K +$4.73K +10 +1%
JCM
1384
Jag Capital Management
Missouri
$484K
DWG
1385
Darden Wealth Group
Michigan
$483K
MIM
1386
Merrion Investment Management
New Jersey
$483K
BFA
1387
Beaumont Financial Advisors
Massachusetts
$483K +$244K +516 +103%
CFO
1388
CVA Family Office
Colorado
$482K +$7.58K +16 +2%
MHR
1389
Matthew Hamilton Rosenberg
$481K -$14.2K -30 -3%
CT
1390
Colonial Trust
South Carolina
$481K +$15.1K +32 +3%
CCA
1391
Conestoga Capital Advisors
Pennsylvania
$480K
TWA
1392
Tandem Wealth Advisors
Arizona
$479K +$26.5K +56 +6%
IFWM
1393
Institute for Wealth Management
Colorado
$479K
PPA
1394
Painted Porch Advisors
California
$479K -$109K -230 -19%
DFA
1395
Delta Financial Advisors
Louisiana
$477K +$476K +1,005 New
SIS
1396
Sound Income Strategies
Florida
$475K -$54.4K -115 -10%
HCM
1397
Harvey Capital Management
Florida
$475K
MFC
1398
Mechanics Financial Corp
Ohio
$475K
LW
1399
Linscomb Wealth
Texas
$475K +$119K +252 +34%
CWP
1400
Concord Wealth Partners
Virginia
$474K +$28.4K +60 +6%