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Name Holding Trade Value Shares
Change
Change in
Stake
ESB
851
Essex Savings Bank
Connecticut
$345K -$30.6K -428 -8%
PBO
852
Peoples Bank (Ohio)
Ohio
$344K +$67.7K +948 +24%
AWE
853
Avidian Wealth Enterprises
Texas
$340K +$24.4K +342 +8%
WAG
854
Wallace Advisory Group
California
$336K +$6.93K +97 +2%
SCM
855
Shelton Capital Management
Colorado
$328K – – –
QCG
856
Quadrant Capital Group
Ohio
$326K +$18.1K +254 +6%
C
857
CEDRUS
Colorado
$324K -$18.6K -261 -5%
AFT
858
Alpha Family Trust
California
$321K – – –
SC
859
Searle & Co
Connecticut
$320K +$326K +4,560 New
LSAG
860
Lake Street Advisors Group
New Hampshire
$319K -$19.7K -276 -6%
SB
861
Simmons Bank
Arkansas
$318K -$15.4K -215 -5%
FRA
862
Frank Rimerman Advisors
California
$317K +$316K +4,424 +4,706%
GL
863
Graypoint LLC
New York
$316K +$18.9K +265 +6%
SWM
864
SeaCrest Wealth Management
New York
$316K -$2.21K -31 -0.7%
HIC
865
Holderness Investments Company
North Carolina
$314K – – –
MFIM
866
Mesirow Financial Investment Management
Illinois
$312K +$428 +6 +0.1%
KA
867
KLCM Advisors
Wisconsin
$311K -$38.9K -545 -11%
PCMC
868
Paragon Capital Management (Colorado)
Colorado
$310K +$44.4K +622 +16%
ILI
869
Invesco LLC (Illinois)
Illinois
$310K – – –
BFM
870
Boothbay Fund Management
New York
$310K -$143K -2,007 -31%
LCGC
871
Legacy Capital Group California
California
$307K +$3.28K +46 +1%
VF
872
Vest Financial
Virginia
$307K -$12.1K -169 -4%
OTL
873
Oak Thistle LLC
New York
$305K -$186K -2,604 -37%
WSC
874
Wellington Shields & Co
New York
$305K – – –
WAM
875
Worth Asset Management
Texas
$304K +$71 +1 +0%