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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
1526
Annis Gardner Whiting Capital Advisors
Florida
$404K -$69.6K -888 -16%
BWM
1527
Baron Wealth Management
Michigan
$403K +$358K +4,561 New
AP
1528
Appleton Partners
Massachusetts
$403K -$863 -11 -0.2%
TCM
1529
Tributary Capital Management
Nebraska
$403K -$19.6K -250 -5%
MAWA
1530
Moss Adams Wealth Advisors
Washington
$402K -$134K -1,713 -27%
MFG
1531
Marmo Financial Group
Tennessee
$402K
ONST
1532
Old North State Trust
North Carolina
$402K -$13.3K -170 -4%
FCM
1533
Fourpath Capital Management
Oklahoma
$401K +$356K +4,540 New
AWAG
1534
ARS Wealth Advisors Group
Florida
$399K -$19.8K -253 -5%
NDSI
1535
Newman Dignan & Sheerar Inc
Rhode Island
$399K -$2.04K -26 -0.5%
LI
1536
Louisbourg Investments
New Brunswick, Canada
$398K
PWP
1537
Private Wealth Partners
California
$393K +$349K +4,450 New
FG
1538
Foster Group
Iowa
$393K -$13.9K -177 -4%
SB
1539
Strategic Blueprint
Georgia
$391K -$75.8K -966 -18%
LWAM
1540
Legacy Wealth Asset Management
Minnesota
$391K +$15K +191 +5%
PFGIA
1541
Patriot Financial Group Insurance Agency
Massachusetts
$391K +$4.39K +56 +1%
MCM
1542
Monarch Capital Management
Indiana
$390K +$31.4K +400 +10%
CWM
1543
Cornerstone Wealth Management
Missouri
$390K +$346K +4,409 New
GI
1544
GAMCO Investors
Connecticut
$388K +$23.1K +295 +7%
GSEP
1545
Golden State Equity Partners
California
$388K +$36.6K +467 +12%
IB
1546
Intrust Bank
Kansas
$384K -$80.2K -1,022 -19%
ATS
1547
Ashton Thomas Securities
New York
$383K +$340K +4,331 New
SMH
1548
Sanders Morris Harris
Texas
$383K
CF
1549
Clarity Financial
Texas
$382K +$7.92K +101 +2%
TPW
1550
Transatlantique Private Wealth
New York
$380K +$13K +166 +4%