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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
876
Adirondack Trust Company
New York
$233K -$48.6K -377 -16%
NWMG
877
Nicholson Wealth Management Group
South Carolina
$232K
BRM
878
Boston Research & Management
Massachusetts
$232K
EFG
879
Everhart Financial Group
Ohio
$229K +$245K +1,900 New
LOPW
880
Live Oak Private Wealth
North Carolina
$228K
PWA
881
Phoenix Wealth Advisors
North Carolina
$228K
HWM
882
Hemington Wealth Management
Virginia
$225K +$2.19K +17 +0.9%
TWP
883
Tyche Wealth Partners
Texas
$225K -$19.6K -152 -8%
FI
884
Fractal Investments
Connecticut
$225K
WP
885
Woodline Partners
California
$225K -$787K -6,112 -77%
FAN
886
Financial Advisors Network
California
$223K -$6.44K -50 -3%
MNBTD
887
Moody National Bank Trust Division
Texas
$222K +$238K +1,846 New
VIP
888
Vista Investment Partners
Oklahoma
$222K
CFO
889
Callan Family Office
Pennsylvania
$222K +$237K +1,841 New
AP
890
Appleton Partners
Massachusetts
$221K
WF
891
Wayfinding Financial
Washington
$220K +$236K +1,835 New
PAM
892
Panagora Asset Management
Massachusetts
$220K
IAIM
893
International Assets Investment Management
Florida
$220K +$235K +1,824 New
CWMA
894
Capstone Wealth Management (Alabama)
Alabama
$220K -$3.35K -26 -1%
HI
895
Harbour Investments
Wisconsin
$219K +$51K +396 +28%
MC
896
Moors & Cabot
Massachusetts
$219K -$84.1K -653 -26%
BFA
897
Bragg Financial Advisors
North Carolina
$219K +$234K +1,817 New
AAM
898
Auxier Asset Management
Oregon
$218K
BMC
899
Beaton Management Company
Massachusetts
$217K
WFS
900
Widmann Financial Services
Maryland
$217K +$129 +1 +0.1%