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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1551
Centric Wealth Management
Illinois
$572K +$171K +1,466 +37%
CNFG
1552
Creegan & Nassoura Financial Group
New Hampshire
$571K – – –
SL
1553
Sonnipe Ltd
Isle Of Man
$571K – – –
UAML
1554
US Asset Management LLC
Pennsylvania
$570K -$936 -8 -0.2%
BONH
1555
Bank of New Hampshire
New Hampshire
$565K -$694K -5,937 -54%
CAM
1556
CenterStar Asset Management
Illinois
$564K +$598K +5,110 New
Douglas Lane & Associates
1557
Douglas Lane & Associates
New York
$563K +$72.7K +622 +14%
LW
1558
Linscomb Wealth
Texas
$563K -$5.26K -45 -0.9%
SHWM
1559
Silicon Hills Wealth Management
Texas
$562K – – –
Eastern Bank
1560
Eastern Bank
Massachusetts
$562K -$11.7K -100 -2%
Meridian Wealth Management
1561
Meridian Wealth Management
Kentucky
$561K +$239K +2,041 +67%
Forum Financial Management
1562
Forum Financial Management
Illinois
$558K -$6.55K -56 -1%
EM
1563
Excalibur Management
Massachusetts
$557K -$8.89K -76 -1%
NP
1564
Ninepoint Partners
Ontario, Canada
$557K +$590K +5,046 New
Mairs & Power Inc
1565
Mairs & Power Inc
Minnesota
$552K +$5.85K +50 +1%
TCB
1566
Texas Capital Bancshares
Texas
$551K -$4.68K -40 -0.8%
BWA
1567
Burt Wealth Advisors
Maryland
$550K -$1.29K -11 -0.2%
Harvest Fund Management
1568
Harvest Fund Management
China
$548K -$697K -5,957 -55%
AFG
1569
Albion Financial Group
Utah
$546K -$31K -265 -5%
BBI
1570
Baxter Bros Inc
Connecticut
$546K – – –
PAS
1571
Professional Advisory Services
Florida
$545K – – –
MAWA
1572
Moss Adams Wealth Advisors
Washington
$545K -$24.4K -209 -4%
Y.D. More Investments
1573
Y.D. More Investments
Israel
$545K +$413K +3,530 +251%
NGA
1574
Naples Global Advisors
Florida
$544K +$20.5K +175 +4%
NL
1575
Navalign LLC
California
$544K +$576K +4,928 New