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Name Holding Trade Value Shares
Change
Change in
Stake
Axxcess Wealth Management
1451
Axxcess Wealth Management
California
$346K -$53.5K -892 -15%
PWS
1452
Precision Wealth Strategies
Missouri
$345K +$292K +4,860 New
ST
1453
Spinnaker Trust
Maine
$344K -$33.2K -553 -10%
SC
1454
Searle & Co
Connecticut
$343K – – –
NDSI
1455
Newman Dignan & Sheerar Inc
Rhode Island
$342K +$120 +2 +0%
MWA
1456
Meridian Wealth Advisors
Texas
$342K -$2.94K -49 -1%
PSB
1457
Piscataqua Savings Bank
New Hampshire
$342K +$3K +50 +1%
FMLI
1458
Fukoku Mutual Life Insurance
Japan
$341K -$66K -1,099 -19%
PIM
1459
Progressive Investment Management
Oregon
$341K – – –
MAM
1460
Mystic Asset Management
Rhode Island
$341K -$166K -2,760 -37%
JFGIW
1461
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K -$176K -2,934 -38%
MIM
1462
Miller Investment Management
Pennsylvania
$339K – – –
Nikko Asset Management Americas
1463
Nikko Asset Management Americas
New York
$338K -$9.36K -156 -3%
IA
1464
Insight Advisors
Pennsylvania
$338K -$15.4K -257 -5%
PAM
1465
Peak Asset Management
Colorado
$338K -$59.2K -986 -17%
LA
1466
LM Advisors
California
$337K -$45.5K -758 -14%
CWM
1467
Cornerstone Wealth Management
Missouri
$336K +$23.6K +394 +9%
CFG
1468
Cooper Financial Group
California
$335K -$10.1K -169 -3%
WIM
1469
Westside Investment Management
California
$333K +$24.9K +415 +10%
AG
1470
Ascent Group
Virginia
$333K -$72.9K -1,215 -21%
TFO
1471
Tarbox Family Office
California
$332K -$1.38K -23 -0.5%
CWM
1472
Copia Wealth Management
Oregon
$331K +$7.32K +122 +3%
6F
1473
626 Financial
Michigan
$331K +$280K +4,666 New
TW
1474
TritonPoint Wealth
Maryland
$331K -$93K -1,550 -25%
OCM
1475
Ovata Capital Management
Hong Kong
$331K – – –