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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
901
Worth Asset Management
Texas
$346K -$8.24K -99 -2%
AWM
902
Aprio Wealth Management
Georgia
$346K +$57.3K +689 +19%
GLLW
903
Graves Light Lenhart Wealth
Virginia
$345K
PCM
904
Penserra Capital Management
California
$344K +$110K +1,324 +46%
LCGC
905
Legacy Capital Group California
California
$344K -$333 -4 -0.1%
DJSG
906
D.J. St. Germain
Massachusetts
$344K +$261K +3,138 +296%
SQA
907
Simon Quick Advisors
New Jersey
$343K +$40.2K +483 +13%
AWM
908
Avior Wealth Management
Nebraska
$341K +$26.6K +320 +6%
BC
909
Brookfield Corp
Ontario, Canada
$338K
CWM
910
Cornerstone Wealth Management
Missouri
$338K +$1.17K +14 +0.3%
B
911
Bailard
California
$337K +$82.9K +996 +32%
IAS
912
Investment Advisory Services
Texas
$335K +$25.5K +307 +8%
TPWA
913
TRUE Private Wealth Advisors
Oregon
$334K -$6.41K -77 -2%
DAS
914
Diversify Advisory Services
Utah
$334K -$25.5K -306 -7%
PIA
915
Pinion Investment Advisors
Kansas
$331K -$6.32K -76 -2%
EBT
916
Enterprise Bank & Trust
Massachusetts
$331K +$1.66K +20 +0.5%
FTC
917
Farmers Trust Company
Ohio
$330K -$666 -8 -0.2%
MCM
918
MV Capital Management
Maryland
$330K +$73K +877 +28%
AAM
919
AR Asset Management
California
$328K
CA
920
Continuum Advisory
Idaho
$328K +$3.08K +37 +0.9%
JPMIA
921
J.P. Marvel Investment Advisors
Massachusetts
$327K
PTC
922
Petrus Trust Company
Texas
$326K +$331K +3,980 New
SIC
923
Sterling Investment Counsel
New York
$324K
PFS
924
Prospera Financial Services
Texas
$323K +$38.9K +467 +13%
BHWM
925
Bar Harbor Wealth Management
New Hampshire
$320K -$3.58K -43 -1%