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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1151
Evergreen Capital Management
Washington
$246K +$7.02K +1,080 +3%
IA
1152
IFG Advisory
Georgia
$243K +$225K +34,640 New
BFA
1153
Beaumont Financial Advisors
Massachusetts
$241K +$2.6K +400 +1%
BCA
1154
Bay Colony Advisors
Massachusetts
$240K
MCIA
1155
Mountain Capital Investment Advisors
Colorado
$239K -$19.5K -3,000 -8%
LJHT
1156
Laurie J. Hall Trustee
$239K
CAI
1157
Capital Advisors Inc
Oklahoma
$239K +$221K +34,000 New
CWS
1158
Cypress Wealth Services
California
$237K +$260 +40 +0.1%
DCM
1159
Donaldson Capital Management
Indiana
$235K +$218K +33,520 New
SFWA
1160
Summit Financial Wealth Advisors
Louisiana
$233K -$388K -59,680 -60%
FIG
1161
FundX Investment Group
California
$233K +$215K +33,120 New
Susquehanna International Group
1162
Susquehanna International Group
Pennsylvania
$232K -$138M -21,186,640 -100%
ClearBridge Investments
1163
ClearBridge Investments
New York
$232K
CPO
1164
Cerity Partners OCIO
New York
$232K +$214K +32,960 New
EWM
1165
Evercore Wealth Management
New York
$230K -$64.5K -9,920 -23%
JLBC
1166
J.L. Bainbridge & Co
Florida
$230K +$213K +32,680 New
PO
1167
Private Ocean
California
$227K
MIM
1168
Marco Investment Management
Georgia
$225K -$234K -36,000 -53%
LW
1169
Linscomb Wealth
Texas
$225K -$46.8K -7,200 -18%
BM
1170
Brandywine Managers
Delaware
$225K +$208K +32,000 New
DCM
1171
Dynamic Capital Management
Jersey
$225K +$208K +32,000 New
NHC
1172
Nicholas Hoffman & Company
Georgia
$225K +$208K +32,000 New
SKK
1173
Shepherd Kaplan Krochuk
Massachusetts
$225K +$208K +32,000 New
SBWM
1174
Sunflower Bank Wealth Management
Arizona
$225K +$208K +32,000 New
TTWM
1175
TCV Trust & Wealth Management
Virginia
$225K +$208K +32,000 New