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Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
1201
Old North State Wealth Management
North Carolina
$1.57M +$132K +4,812 +9%
JAG
1202
Journey Advisory Group
Kentucky
$1.57M -$87.1K -3,164 -5%
WBC
1203
Westpac Banking Corp
Australia
$1.57M +$81.1K +2,946 +6%
MLL
1204
Moody Lynn & Lieberson
Massachusetts
$1.57M +$365K +13,248 +31%
BSA
1205
Bull Street Advisors
Georgia
$1.56M +$38.3K +1,390 +3%
AMIM
1206
Aull & Monroe Investment Management
Alabama
$1.56M -$136K -4,932 -8%
DIP
1207
DT Investment Partners
Pennsylvania
$1.56M +$47.2K +1,713 +3%
PA
1208
Procyon Advisors
Connecticut
$1.56M -$87.6K -3,182 -5%
PCM
1209
Prelude Capital Management
New York
$1.56M +$83 +3 +0%
FFA
1210
Farther Finance Advisors
California
$1.55M +$334K +12,131 +28%
BFIM
1211
Beese Fulmer Investment Management
Ohio
$1.55M -$121K -4,392 -7%
ATC
1212
Adirondack Trust Company
New York
$1.55M -$5.2K -189 -0.3%
FMTC
1213
Farmers & Merchants Trust Company
California
$1.54M -$12.4K -449 -0.8%
BCM
1214
Bayesian Capital Management
New York
$1.54M -$4.54M -164,900 -75%
TWM
1215
Thrive Wealth Management
Pennsylvania
$1.54M +$395K +14,349 +35%
NL
1216
NWAM LLC
Washington
$1.54M +$46.9K +1,703 +3%
CC
1217
Centiva Capital
New York
$1.54M +$950K +34,515 +169%
TCBWMS
1218
Texas Capital Bank Wealth Management Services
Texas
$1.54M -$837K -30,415 -36%
AC
1219
AlphaCore Capital
California
$1.53M -$474K -17,223 -24%
PAMP
1220
Polar Asset Management Partners
Ontario, Canada
$1.52M +$1.5M +54,500 New
FTWA
1221
Fifth Third Wealth Advisors
Ohio
$1.52M +$467K +16,956 +45%
HIA
1222
Harbor Investment Advisory
Maryland
$1.52M -$193K -7,013 -11%
HCMT
1223
Highland Capital Management (Tennessee)
Tennessee
$1.52M -$111K -4,029 -7%
RCM
1224
RNC Capital Management
California
$1.51M +$87.9K +3,194 +6%
IAN
1225
Integrated Advisors Network
Texas
$1.51M -$158K -5,730 -10%