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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
901
Canandaigua National Bank & Trust
New York
$348K +$332K +4,112 New
SCA
902
Stokes Capital Advisors
South Carolina
$347K – – –
IPWA
903
International Private Wealth Advisors
California
$347K +$330K +4,097 New
DIA
904
Dean Investment Associates
Ohio
$345K -$1.45K -18 -0.4%
JF
905
Joule Financial
Kentucky
$344K -$3.71K -46 -1%
CG
906
Curat Global
New Hampshire
$343K -$184K -2,284 -55%
MFIM
907
Mesirow Financial Investment Management
Illinois
$341K +$80.6K +1,000 +33%
HIC
908
Holderness Investments Company
North Carolina
$340K -$13.5K -167 -4%
BT
909
Banque Transatlantique
France
$339K -$1.85K -23 -0.6%
NW
910
NewEdge Wealth
Pennsylvania
$339K -$161K -1,997 -33%
DT
911
DV Trading
Illinois
$338K +$80.6K +1,000 +33%
WA
912
Wealth Alliance
New York
$338K +$322K +3,997 New
AAM
913
AR Asset Management
California
$338K – – –
LIM
914
Leavell Investment Management
Alabama
$338K -$23.9K -296 -7%
IFG
915
Independent Financial Group
California
$336K -$142K -1,765 -31%
OAS
916
Optivise Advisory Services
Tennessee
$335K +$45.8K +568 +17%
DAS
917
Dynamic Advisor Solutions
Arizona
$334K -$17.1K -212 -5%
SCM
918
Shelton Capital Management
Colorado
$333K – – –
GWAG
919
Garrett Wealth Advisory Group
Texas
$332K +$19.2K +238 +6%
IAN
920
Integrated Advisors Network
Texas
$332K +$161 +2 +0.1%
BHWM
921
Bar Harbor Wealth Management
New Hampshire
$331K – – –
CFB
922
Cullen/Frost Bankers
Texas
$330K +$22K +273 +8%
FL
923
FreeGulliver LLC
Louisiana
$329K +$323 +4 +0.1%
CWM
924
Cornerstone Wealth Management
Missouri
$329K -$7.26K -90 -2%
TWP
925
Tempus Wealth Planning
California
$325K +$10.1K +125 +3%