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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1401
Cozad Asset Management
Illinois
$278K +$3.15K +25 +1%
GKWIM
1402
Gerber Kawasaki Wealth & Investment Management
California
$278K -$52.9K -420 -18%
CCS
1403
Concentric Capital Strategies
Connecticut
$277K -$197K -1,560 -44%
MWA
1404
Midland Wealth Advisors
Illinois
$276K +$246K +1,950 New
GT
1405
Glenview Trust
Kentucky
$274K +$630 +5 +0.3%
TPWA
1406
TRUE Private Wealth Advisors
Oregon
$274K +$1.89K +15 +0.8%
PIA
1407
Powell Investment Advisors
Florida
$272K
PCMC
1408
Planning Capital Management Corporation
Pennsylvania
$272K +$243K +1,925 New
RPWA
1409
Regent Peak Wealth Advisors
Georgia
$272K +$243K +1,925 New
MIAS
1410
Mason Investment Advisory Services
Virginia
$271K
Loomis, Sayles & Company
1411
Loomis, Sayles & Company
Massachusetts
$270K -$25.8K -205 -10%
RWM
1412
RKL Wealth Management
Pennsylvania
$269K
B
1413
Barings
North Carolina
$268K -$33.4K -265 -12%
TP
1414
Tranquility Partners
Tennessee
$268K +$4.41K +35 +2%
KIG
1415
Kowal Investment Group
Wisconsin
$266K +$238K +1,885 New
FCH
1416
Freestone Capital Holdings
Washington
$266K -$2.52K -20 -1%
BTI
1417
Blue Trust Inc
Georgia
$264K +$104K +825 +54%
LEA
1418
Legacy Edge Advisors
New York
$264K +$235K +1,865 New
AR
1419
Advisory Research
Illinois
$262K -$465K -3,690 -67%
SW
1420
SlateStone Wealth
Florida
$261K +$233K +1,845 New
SIM
1421
SSI Investment Management
California
$261K -$630 -5 -0.3%
LCM
1422
LCM Capital Management
Illinois
$261K +$1.26K +10 +0.5%
GCS
1423
Gordian Capital (Singapore)
Singapore
$260K
WB
1424
West Bancorporation
Iowa
$259K -$7.56K -60 -3%
AWM
1425
Avior Wealth Management
Nebraska
$259K