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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1051
IMA Advisory Services
Colorado
$397K +$351K +3,987 +689%
1W
1052
1776 Wealth
Georgia
$396K – – –
GFA
1053
Gallagher Fiduciary Advisors
Illinois
$395K +$1.06K +12 +0.3%
MFFIA
1054
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$394K – – –
WTC
1055
WhitTier Trust Company
Nevada
$394K – – –
MPCG
1056
Matrix Private Capital Group
New York
$393K – – –
CWMK
1057
Caliber Wealth Management (Kansas)
Kansas
$393K +$16.6K +189 +4%
MIM
1058
Merrion Investment Management
New Jersey
$391K – – –
AFT
1059
Alpha Family Trust
California
$389K – – –
HDIM
1060
Hanson & Doremus Investment Management
Vermont
$388K -$5.9K -67 -1%
NS
1061
NBC Securities
Alabama
$385K -$113K -1,282 -22%
CWS
1062
Confluence Wealth Services
Pennsylvania
$385K +$390K +4,426 New
FCM
1063
Firestone Capital Management
Florida
$385K – – –
BFC
1064
Bedel Financial Consulting
Indiana
$383K +$617 +7 +0.2%
EB
1065
Eastern Bank
Massachusetts
$383K +$16.8K +191 +5%
WAM
1066
Walker Asset Management
Missouri
$381K +$4.23K +48 +1%
LS
1067
Livforsakringsbolaget Skandia
Sweden
$380K – – –
PPWP
1068
Premier Path Wealth Partners
New Jersey
$378K -$99.6K -1,131 -21%
NWM
1069
Northcape Wealth Management
New York
$378K +$4.93K +56 +1%
ANB
1070
Amarillo National Bank
Texas
$377K – – –
FFA
1071
Fortune Financial Advisors
Kansas
$376K – – –
HR
1072
Hardy Reed
Mississippi
$376K +$1.15K +13 +0.3%
PPW
1073
Pasadena Private Wealth
California
$375K – – –
NAG
1074
Northstar Advisory Group
New Jersey
$375K – – –
HCA
1075
Heck Capital Advisors
Wisconsin
$371K +$3.17K +36 +0.9%