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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1326
Legacy Private Trust
Wisconsin
$344K -$129K -1,328 -28%
JPWM
1327
Jamison Private Wealth Management
Georgia
$344K -$122K -1,249 -27%
BFA
1328
Bill Few Associates
Pennsylvania
$344K -$70.5K -723 -18%
BFIM
1329
Beese Fulmer Investment Management
Ohio
$342K -$64K -657 -16%
SSW
1330
Smith Shellnut Wilson
Mississippi
$342K -$166K -1,700 -34%
WFS
1331
Widmann Financial Services
Maryland
$342K -$85.5K -877 -21%
LWL
1332
Leo Wealth LLC
Texas
$342K -$59.8K -613 -15%
ANTB
1333
AMG National Trust Bank
Colorado
$340K -$51.9K -532 -14%
OPTFSNA
1334
Old Point Trust & Financial Services N A
Virginia
$337K -$86.4K -886 -21%
GSEP
1335
Golden State Equity Partners
California
$337K +$322K +3,301 New
SC
1336
Saybrook Capital
North Carolina
$337K -$900K -9,228 -74%
EGA
1337
Eagle Global Advisors
Texas
$337K -$63K -646 -16%
STA
1338
Summit Trail Advisors
New York
$336K +$63.3K +649 +25%
LCM
1339
Laurion Capital Management
New York
$335K +$320K +3,279 New
WA
1340
WealthTrust Axiom
Pennsylvania
$335K -$50.8K -521 -14%
JIC
1341
Joel Isaacson & Co
New York
$333K -$41.7K -428 -12%
QWP
1342
Quotient Wealth Partners
Texas
$332K +$13.5K +139 +4%
CCFM
1343
Clear Creek Financial Management
Washington
$330K +$53.5K +549 +20%
DAC
1344
Dividend Assets Capital
South Carolina
$330K -$64.7K -664 -17%
SIG
1345
Sargent Investment Group
Maryland
$330K -$60.6K -622 -16%
AA
1346
Axiom Advisory
California
$330K +$330K +3,387 New
AIM
1347
Allen Investment Management
New York
$330K -$58.2K -597 -16%
RWM
1348
Revisor Wealth Management
Ohio
$330K -$345K -3,538 -52%
APW
1349
Austin Private Wealth
Texas
$329K +$314K +3,217 New
MPCG
1350
Matrix Private Capital Group
New York
$328K -$61.3K -629 -16%