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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1176
Montecito Bank & Trust
California
$479K -$90.7K -930 -17%
AI
1177
Atom Investors
Texas
$479K +$456K +4,683 New
SFP
1178
Sterling Financial Planning
New Jersey
$475K +$101K +1,035 +29%
HWMO
1179
Heritage Wealth Management (Ohio)
Ohio
$475K +$457K +4,688 New
FW
1180
FullCircle Wealth
Texas
$474K +$448K +4,595 New
P
1181
Pitcairn
Pennsylvania
$474K -$12K -123 -3%
MFA
1182
Mayflower Financial Advisors
Massachusetts
$473K -$92.2K -946 -17%
GIP
1183
Granite Investment Partners
California
$473K -$135K -1,385 -23%
LWM
1184
Laidlaw Wealth Management
New York
$473K -$24.3K -249 -5%
LA
1185
LVW Advisors
New York
$472K -$553K -5,672 -55%
GCM
1186
G2 Capital Management
Ohio
$471K -$144K -1,473 -24%
CSC
1187
Caldwell Sutter Capital
California
$470K -$40.6K -417 -8%
CFD
1188
Creative Financial Designs
Indiana
$470K -$63.9K -656 -12%
AUB
1189
Atlantic Union Bankshares
Virginia
$469K -$87.6K -899 -16%
TAM
1190
Titleist Asset Management
Texas
$468K -$42.8K -439 -9%
WAAG
1191
Wealth Alliance Advisory Group
Kansas
$463K -$151K -1,554 -26%
CSB
1192
City State Bank
Iowa
$462K -$39.7K -407 -8%
MAM
1193
Mystic Asset Management
Rhode Island
$461K -$58.8K -603 -12%
PIA
1194
Perennial Investment Advisors
California
$461K -$69.6K -714 -14%
PMAM
1195
Penn Mutual Asset Management
Pennsylvania
$460K +$439K +4,500 New
FWM
1196
Forza Wealth Management
Florida
$459K -$31.1K -319 -7%
FTIS
1197
First Trust Investment Solutions
Florida
$459K -$266K -2,724 -38%
BST
1198
Bath Savings Trust
Maine
$459K -$85.8K -880 -16%
AWE
1199
Avidian Wealth Enterprises
Texas
$458K -$134K -1,379 -24%
TAM
1200
Trillium Asset Management
Massachusetts
$457K -$134K -1,373 -24%