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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1276
Trust Company of Vermont
Vermont
$210K -$26.7K -143 -11%
BIP Wealth
1277
BIP Wealth
Georgia
$209K -$13.5K -72 -6%
RMC
1278
Resources Management Corp
Connecticut
$209K – – –
Kingswood Wealth Advisors
1279
Kingswood Wealth Advisors
California
$209K -$26.7K -143 -11%
AWM
1280
Angeles Wealth Management
California
$209K +$210K +1,126 New
Perpetual Ltd
1281
Perpetual Ltd
Australia
$208K +$210K +1,122 New
VW
1282
Vantus Wealth
Pennsylvania
$208K +$210K +1,121 New
AAMC
1283
Asset Allocation & Management Company
Illinois
$206K – – –
AF
1284
Atala Financial
California
$205K -$1.87K -10 -0.8%
RDWM
1285
Red Door Wealth Management
Tennessee
$205K -$1.5K -8 -0.7%
BWM
1286
Bulltick Wealth Management
Florida
$204K +$206K +1,102 New
BHBT
1287
Burke & Herbert Bank & Trust
Virginia
$204K +$205K +1,097 New
BFO
1288
Biltmore Family Office
North Carolina
$204K +$205K +1,097 New
TIA
1289
Tandem Investment Advisors
South Carolina
$203K +$205K +1,096 New
FOA
1290
Five Oceans Advisors
California
$203K -$13.1K -70 -6%
BWM
1291
Baron Wealth Management
Michigan
$201K -$26.5K -142 -12%
FHA
1292
Flagship Harbor Advisors
Massachusetts
$194K -$34K -182 -15%
VCM
1293
Versant Capital Management
Arizona
$193K +$63.4K +339 +48%
MCM
1294
MV Capital Management
Maryland
$190K +$561 +3 +0.3%
PAM
1295
Paradigm Asset Management
New York
$186K -$18.7K -100 -9%
HB
1296
Horizon Bancorp
Indiana
$183K -$13.3K -71 -7%
Bogart Wealth LLC
1297
Bogart Wealth LLC
Virginia
$181K +$1.12K +6 +0.6%
EPIMS
1298
Evelyn Partners Investment Management Services
$180K +$102K +548 +130%
OWP
1299
ORG Wealth Partners
Texas
$178K -$84.1K -450 -32%
Dixon Mitchell Investment Counsel
1300
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K +$177K +948 New