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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2251
J.W. Burns & Co
New York
$392K -$14.6K -39 -4%
AA
2252
Auxano Advisors
Washington
$392K – – –
BBNB
2253
Baker Boyer National Bank
Washington
$391K -$12.8K -34 -3%
SHGA
2254
Sand Hill Global Advisors
California
$390K -$98.7K -263 -21%
CG
2255
Cutler Group
California
$389K -$1.24M -3,315 -77%
AI
2256
AdvisorShares Investments
Maryland
$389K +$371K +989 New
SFWA
2257
Summit Financial Wealth Advisors
Louisiana
$389K – – –
HP
2258
Hyperion Partners
Pennsylvania
$388K -$1.88K -5 -0.5%
CWA
2259
CM Wealth Advisors
Ohio
$387K +$84.4K +225 +30%
GAM
2260
Gemmer Asset Management
California
$385K – – –
XSC
2261
X-Square Capital
Puerto Rico
$385K – – –
HI
2262
Hudock Inc
Pennsylvania
$384K +$375 +1 +0.1%
TFA
2263
Tranquilli Financial Advisor
New Jersey
$384K -$2.25K -6 -0.6%
AIM
2264
Avity Investment Management
Connecticut
$383K +$22.5K +60 +7%
Cohen & Steers
2265
Cohen & Steers
New York
$383K – – –
GC
2266
Gilbert & Cook
Iowa
$383K +$365K +973 New
DA
2267
DCM Advisors
New York
$381K +$364K +970 New
SWAG
2268
Spectrum Wealth Advisory Group
California
$381K – – –
LCM
2269
LVM Capital Management
Michigan
$378K – – –
OWA
2270
Opal Wealth Advisors
New York
$377K -$19.5K -52 -5%
PCM
2271
Prelude Capital Management
New York
$377K -$77.7K -207 -18%
VAG
2272
VisionPoint Advisory Group
Texas
$376K -$4.5K -12 -1%
BCG
2273
Breakwater Capital Group
New Jersey
$375K +$358K +953 New
ST
2274
Somerset Trust
Pennsylvania
$374K -$36.4K -97 -9%
TAM
2275
Townsend Asset Management
North Carolina
$373K – – –