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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2401
Fred Alger Management
New York
$670K -$244K -489 -27%
LBC
2402
Lowe Brockenbrough & Co
Virginia
$669K -$27.4K -55 -4%
WSC
2403
Wellington Shields & Co
New York
$668K -$38.9K -78 -6%
CGFA
2404
Colton Groome Financial Advisors
North Carolina
$666K +$2.99K +6 +0.5%
WCM
2405
Wedge Capital Management
North Carolina
$665K -$84.3K -169 -12%
OWM
2406
OneAscent Wealth Management
Alabama
$663K +$106K +212 +20%
PPW
2407
Parcion Private Wealth
Washington
$659K +$18.4K +37 +3%
CWA
2408
Clarity Wealth Advisors
California
$659K -$24.9K -50 -4%
OMC
2409
Overbrook Management Corp
New York
$658K -$112K -225 -15%
MC
2410
Matisse Capital
Oregon
$656K -$34.9K -70 -5%
SAM
2411
Summit Asset Management
Tennessee
$655K
SFWA
2412
Summit Financial Wealth Advisors
Louisiana
$654K +$52.4K +105 +9%
LA
2413
Latitude Advisors
Florida
$654K -$82.8K -166 -12%
AWA
2414
Amplius Wealth Advisors
Pennsylvania
$653K +$317K +635 +100%
BC
2415
Barrett & Company
Rhode Island
$653K +$367K +736 +138%
IWP
2416
Invenio Wealth Partners
Florida
$651K +$25.9K +52 +4%
MMPW
2417
Mitchell McLeod Pugh & Williams
Alabama
$650K
TSWM
2418
Triangle Securities Wealth Management
North Carolina
$649K +$3.49K +7 +0.6%
NA
2419
Nordwand Advisors
Pennsylvania
$647K
BWP
2420
Barlow Wealth Partners
Kentucky
$646K +$136K +272 +28%
HCP
2421
Hexagon Capital Partners
Arkansas
$646K -$5.98K -12 -0.9%
ZIC
2422
ZWJ Investment Counsel
Georgia
$646K -$81.3K -163 -11%
BAM
2423
Berkshire Asset Management
Pennsylvania
$645K +$35.4K +71 +6%
EB
2424
Exchange Bank
California
$645K +$30.9K +62 +5%
GL
2425
Gerber LLC
Ohio
$645K