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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Brave Asset Management
New Jersey
$308K
FMT
602
First Mercantile Trust
Tennessee
$308K +$27K +111 +8%
OR
603
Olympiad Research
Connecticut
$305K +$139K +573 +66%
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$304K
TFA
605
Teamwork Financial Advisors
Texas
$303K +$349K +1,434 New
DBT
606
Dubuque Bank & Trust
Iowa
$298K
ACM
607
Argyle Capital Management
Pennsylvania
$296K
BDF
608
Black Diamond Financial
Maryland
$292K
DBRC
609
D.B. Root & Company
Pennsylvania
$289K -$154K -632 -32%
BCM
610
BTR Capital Management
California
$289K
SFA
611
Sequoia Financial Advisors
Ohio
$286K +$30.1K +124 +10%
MCM
612
Maple Capital Management
Vermont
$278K
SW
613
SVB Wealth
Massachusetts
$273K +$24.5K +101 +8%
MCG
614
MACRO Consulting Group
New Jersey
$272K +$268K +1,101 New
RIM
615
Rampart Investment Management
Connecticut
$271K -$163K -670 -34%
CFG
616
Citizens Financial Group
Rhode Island
$270K +$36.5K +150 +13%
ATC
617
Argent Trust Co
Tennessee
$268K -$51K -210 -14%
ARMT
618
Amica Retiree Medical Trust
Rhode Island
$267K +$127K +523 +71%
PHAM
619
Palisades Hudson Asset Management
Florida
$266K
DT
620
Diversified Trust
Tennessee
$264K +$303K +1,248 New
ASN
621
Advisory Services Network
Georgia
$263K +$16.5K +68 +6%
MIA
622
MainStreet Investment Advisors
Illinois
$258K +$296K +1,218 New
FNBT
623
FineMark National Bank & Trust
Florida
$257K
VAG
624
VisionPoint Advisory Group
Texas
$256K +$9.48K +39 +3%
TSWM
625
Triangle Securities Wealth Management
North Carolina
$256K +$294K +1,210 New