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Name Holding Trade Value Shares
Change
Change in
Stake
AT
826
Arden Trust
Delaware
$298K -$30.8K -495 -9%
PIM
827
Penobscot Investment Management
Massachusetts
$296K +$293K +4,700 New
SWM
828
Silverlake Wealth Management
Vermont
$294K +$187 +3 +0.1%
WWM
829
Western Wealth Management
Colorado
$293K +$290K +4,653 New
PCMC
830
Paragon Capital Management (Colorado)
Colorado
$293K -$11.6K -186 -4%
WAG
831
Wallace Advisory Group
California
$292K -$11K -177 -3%
CFP
832
Catalyst Financial Partners
Massachusetts
$290K +$30.8K +495 +12%
DLA
833
Douglas Lane & Associates
New York
$289K -$178K -2,865 -38%
CSPIA
834
Cary Street Partners Investment Advisory
Virginia
$288K +$74.6K +1,198 +35%
ILI
835
Invesco LLC (Illinois)
Illinois
$288K -$15.5K -249 -5%
AFT
836
Alpha Family Trust
California
$288K
TPWA
837
TRUE Private Wealth Advisors
Oregon
$288K -$7.79K -125 -3%
FMP
838
Financial Management Professionals
Texas
$287K -$28.8K -463 -9%
WAM
839
Worth Asset Management
Texas
$281K
OIA
840
Optimum Investment Advisors
Illinois
$281K
PBO
841
Peoples Bank (Ohio)
Ohio
$278K -$1.74K -28 -0.6%
SG
842
StoneX Group
New York
$278K +$275K +4,411 New
WPW
843
Waldron Private Wealth
Pennsylvania
$277K +$26.4K +424 +11%
CIA
844
Choate Investment Advisors
Massachusetts
$276K +$274K +4,394 New
CPRC
845
Consolidated Portfolio Review Corp
New York
$275K +$272K +4,374 New
MG
846
Mather Group
Illinois
$275K -$7.29K -117 -3%
LCGC
847
Legacy Capital Group California
California
$274K -$2.62K -42 -1%
WSC
848
Wellington Shields & Co
New York
$273K -$12.5K -200 -4%
MAA
849
Mraz Amerine & Associates
California
$272K -$37.1K -595 -12%
EBT
850
Enterprise Bank & Trust
Massachusetts
$271K