Name Holding Trade Value Shares
Change
Change in
Stake
PA
1451
Probity Advisors
Texas
$376K – – –
ACM
1452
AlphaStar Capital Management
North Carolina
$375K +$30.1K +205 +9%
FPCP
1453
Fort Point Capital Partners
California
$375K +$9.11K +62 +2%
BT
1454
Banque Transatlantique
France
$374K – – –
DTC
1455
Davidson Trust Company
Washington
$374K +$62.4K +425 +20%
CF
1456
Clarity Financial
Texas
$374K -$27.5K -187 -7%
BTC
1457
Bank & Trust Company
Illinois
$373K – – –
SIG
1458
Sargent Investment Group
Maryland
$373K +$5.29K +36 +1%
KA
1459
Kure Advisory
Minnesota
$371K +$372K +2,529 New
AFGAS
1460
Allegiance Financial Group Advisory Services
Virginia
$371K +$55.4K +377 +18%
SP
1461
Successful Portfolios
Florida
$371K – – –
PT
1462
Plimoth Trust
Massachusetts
$370K +$82.3K +560 +29%
CPA
1463
Capital Performance Advisors
California
$370K +$108K +736 +41%
QFW
1464
QTR Family Wealth
Florida
$370K +$370K +2,516 New
FI
1465
Fractal Investments
Connecticut
$367K – – –
SSWG
1466
Seven Springs Wealth Group
Tennessee
$367K – – –
BHC
1467
Bowen Hanes & Co
Florida
$366K -$14.7K -100 -4%
JRFS
1468
James Reed Financial Services
Ohio
$366K -$5.88K -40 -2%
WTFG
1469
Wells Trecaso Financial Group
Ohio
$366K – – –
SC
1470
Searle & Co
Connecticut
$365K +$132K +900 +57%
KW
1471
KWB Wealth
California
$365K +$1.47K +10 +0.4%
RCM
1472
Raleigh Capital Management
North Carolina
$363K -$66K -449 -15%
AC
1473
Avestar Capital
New York
$363K -$77K -524 -17%
TNA
1474
True North Advisors
Texas
$362K +$1.18K +8 +0.3%
SC
1475
Sawyer & Company
Massachusetts
$362K -$46.3K -315 -11%