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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
626
Ferguson Wellman Capital Management
Oregon
$464K – – –
RDWM
627
Red Door Wealth Management
Tennessee
$463K -$32.8K -300 -7%
GIA
628
Gladstone Institutional Advisory
Florida
$461K +$17.6K +161 +4%
GDP
629
Great Diamond Partners
Maine
$461K +$197K +1,799 +80%
V
630
VeraBank
Texas
$460K -$16.4K -150 -4%
MCM
631
Monarch Capital Management
Indiana
$460K -$10.9K -100 -2%
BCM
632
Bienville Capital Management
New York
$459K – – –
RCWM
633
Royal Capital Wealth Management
Indiana
$459K +$439K +4,018 New
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$458K +$7.76K +71 +2%
APC
635
Aspire Private Capital
North Carolina
$451K +$31.5K +288 +8%
HIS
636
Harvest Investment Services
Illinois
$449K -$94.6K -865 -18%
SBIA
637
Sheaff Brock Investment Advisors
Indiana
$442K +$12.9K +118 +3%
PT
638
Plimoth Trust
Massachusetts
$442K +$16.4K +150 +4%
AAS
639
Ameritas Advisory Services
Nebraska
$442K +$423K +3,871 New
YIH
640
Y-Intercept (HK)
Hong Kong
$437K -$1.43M -13,073 -77%
ACM
641
Alethea Capital Management
Washington
$433K -$374K -3,419 -47%
FUBT
642
First United Bank & Trust
Maryland
$432K -$10.9K -100 -3%
BRA
643
Bender Robert & Associates
California
$431K – – –
CBT
644
CoreFirst Bank & Trust
Kansas
$431K – – –
FFM
645
Forum Financial Management
Illinois
$426K +$408K +3,734 New
SIC
646
Shoker Investment Counsel
Ohio
$424K +$875 +8 +0.2%
JBA
647
Johnson Bixby & Associates
Washington
$421K – – –
DWT
648
Dorsey & Whitney Trust
South Dakota
$421K +$25.3K +231 +7%
TCOV
649
Trust Company of Vermont
Vermont
$420K +$1.53K +14 +0.4%
BA
650
Bridgewater Advisors
New York
$418K -$6.89K -63 -2%