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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Avior Wealth Management
Nebraska
$1.55M +$433K +15,593 +39%
PCM
1202
Prelude Capital Management
New York
$1.54M -$283K -10,212 -16%
CIA
1203
Cladis Investment Advisory
Montana
$1.54M +$214K +7,703 +16%
FMTC
1204
Farmers & Merchants Trust Company
California
$1.54M +$327K +11,773 +27%
PWG
1205
Portside Wealth Group
Utah
$1.54M +$365K +13,149 +31%
ATC
1206
Adirondack Trust Company
New York
$1.54M -$4.58K -165 -0.3%
FFN
1207
Focus Financial Network
Minnesota
$1.54M -$1.38M -49,858 -45%
PK
1208
Pflug Koory
Nebraska
$1.54M +$134K +4,814 +10%
BWP
1209
Baldwin Wealth Partners
Massachusetts
$1.53M -$55.3K -1,994 -3%
SSB
1210
Sandy Spring Bank
Maryland
$1.53M -$276K -9,946 -15%
ITC
1211
Inspire Trust Company
Nevada
$1.53M +$746K +26,875 +95%
FNBTCON
1212
First National Bank & Trust Co of Newtown
Pennsylvania
$1.53M -$18.6K -672 -1%
AT
1213
Arden Trust
Delaware
$1.53M +$311K +11,208 +26%
BLC
1214
Brown, Lisle/Cummings
Rhode Island
$1.53M +$134K +4,843 +10%
CWM
1215
Calamos Wealth Management
Illinois
$1.53M +$12.8K +460 +0.8%
SS
1216
Sunbelt Securities
Texas
$1.52M -$179K -6,444 -11%
IIM
1217
Ironwood Investment Management
Massachusetts
$1.52M +$670K +24,155 +79%
MAM
1218
Meeder Asset Management
Ohio
$1.52M +$24.4K +881 +2%
VFO
1219
Virtus Family Office
Texas
$1.52M
AG
1220
AlTi Global
New York
$1.51M +$211K +7,609 +16%
BSA
1221
Bull Street Advisors
Georgia
$1.51M +$9.38K +338 +0.6%
GWANC
1222
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.51M +$90.9K +3,276 +6%
WPW
1223
Waldron Private Wealth
Pennsylvania
$1.51M -$6.16K -222 -0.4%
CFSG
1224
Community Financial Services Group
Vermont
$1.51M +$1.51M +54,464 New
PCM
1225
Poehling Capital Management
Wisconsin
$1.51M +$128K +4,609 +9%