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Name Holding Trade Value Shares
Change
Change in
Stake
JE
1476
JMAC Enterprises
Pennsylvania
$959K -$307K -11,313 -24%
GIM
1477
Grassi Investment Management
California
$959K
IPW
1478
Inlet Private Wealth
Florida
$958K -$274K -10,100 -22%
DP
1479
Dearborn Partners
Illinois
$956K -$114K -4,210 -10%
1WA
1480
180 Wealth Advisors
Washington
$955K +$130K +4,805 +15%
AWM
1481
Accurate Wealth Management
Florida
$955K +$145K +5,360 +18%
MCP
1482
Mirador Capital Partners
California
$954K +$42.1K +1,552 +5%
SCA
1483
St. Clair Advisors
Ohio
$954K
GSB
1484
Greenfield Savings Bank
Massachusetts
$952K -$77.8K -2,867 -7%
PGF
1485
Plan Group Financial
Oklahoma
$949K +$121K +4,472 +14%
LWL
1486
Leo Wealth LLC
Texas
$949K +$318K +11,722 +49%
DLA
1487
Douglas Lane & Associates
New York
$948K -$49.3K -1,818 -5%
JWBC
1488
J.W. Burns & Co
New York
$948K -$218K -8,054 -18%
DCM
1489
Donaldson Capital Management
Indiana
$947K +$11.1K +410 +1%
TBT
1490
Texas Bank & Trust
Texas
$944K +$965K +35,568 New
SSB
1491
Sandy Spring Bank
Maryland
$941K -$71.9K -2,650 -7%
GS
1492
Gagnon Securities
New York
$941K -$47.9K -1,766 -5%
EWA
1493
EverSource Wealth Advisors
Alabama
$940K +$13.6K +500 +1%
KFA
1494
Kelleher Financial Advisors
New York
$938K +$29.5K +1,088 +3%
TPA
1495
Trivium Point Advisory
Connecticut
$935K -$68.2K -2,516 -7%
QWM
1496
Quadcap Wealth Management
Texas
$935K -$41.1K -1,514 -4%
JWM
1497
JGP Wealth Management
Oregon
$933K -$467K -17,203 -33%
CFS
1498
Commonwealth Financial Services
West Virginia
$930K +$554K +20,421 +139%
CFAM
1499
Center For Asset Management
Florida
$930K +$33.7K +1,243 +4%
ACM
1500
ADAR1 Capital Management
Texas
$930K -$24.4K -900 -3%