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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1326
Frec Markets Inc
California
$425K +$170K +1,070 +58%
Sax Wealth Advisors
1327
Sax Wealth Advisors
New Jersey
$425K -$12.3K -77 -3%
PBK
1328
Peoples Bank (Kansas)
Kansas
$424K -$7.17K -45 -2%
Thompson Siegel & Walmsley
1329
Thompson Siegel & Walmsley
Virginia
$424K -$11.9K -75 -3%
CWM
1330
Chesapeake Wealth Management
Virginia
$421K – – –
WA
1331
Waddell & Associates
Tennessee
$420K -$27.1K -170 -6%
TWM
1332
TRB Wealth Management
Texas
$420K +$460K +2,891 New
WBC
1333
Westpac Banking Corp
Australia
$419K -$75.2K -472 -14%
PIM
1334
Plato Investment Management
Australia
$419K -$64K -402 -12%
WAS
1335
Winch Advisory Services
Wisconsin
$417K -$110K -693 -19%
LAM
1336
L2 Asset Management
Massachusetts
$417K +$30.9K +194 +7%
NWM
1337
Navigate Wealth Management
Alabama
$416K +$446K +2,800 New
TFO
1338
Tarbox Family Office
California
$416K -$28.5K -179 -6%
CFG
1339
Cooper Financial Group
California
$415K +$38.9K +244 +9%
1WA
1340
180 Wealth Advisors
Washington
$415K +$54.8K +344 +14%
SWM
1341
Silverlake Wealth Management
Vermont
$415K – – –
KOC
1342
Koss-Olinger Consulting
Florida
$413K +$453K +2,842 New
SMWM
1343
Silvia McColl Wealth Management
California
$411K – – –
NCM
1344
Northside Capital Management
Oregon
$411K – – –
LCM
1345
Legato Capital Management
California
$411K -$299K -1,877 -40%
RS
1346
R Squared
Hong Kong
$411K +$450K +2,827 New
TBT
1347
Texas Bank & Trust
Texas
$410K -$204K -1,280 -31%
MCP
1348
Miller Capital Partners
Michigan
$409K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$409K -$51K -320 -11%
RIA
1350
Regal Investment Advisors
Michigan
$409K -$64.3K -404 -13%