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Name Holding Trade Value Shares
Change
Change in
Stake
EB
1651
Exchange Bank
California
$813K -$61.5K -2,033 -7%
PEA
1652
Park Edge Advisors
Ohio
$812K -$7.22K -239 -0.8%
FCT
1653
First Community Trust
Iowa
$812K -$71K -2,350 -8%
LSPW
1654
Lake Street Private Wealth
Illinois
$812K -$811K -26,817 -49%
CCFCSB
1655
Cape Cod Five Cents Savings Bank
Massachusetts
$807K -$902K -29,846 -52%
CST
1656
Charles Schwab Trust
Nevada
$804K -$481K -15,926 -36%
CCC
1657
Chelsea Counsel Company
California
$803K -$127K -4,195 -13%
BFC
1658
Bedel Financial Consulting
Indiana
$802K -$48.4K -1,601 -5%
HL
1659
HeadInvest LLC
Maine
$802K -$120K -3,967 -12%
TCOTS
1660
Trust Company of the South
North Carolina
$802K +$842K +27,863 New
SPI
1661
Sutton Place Investors
New York
$802K +$842K +27,857 New
MG
1662
Mather Group
Illinois
$798K -$195K -6,436 -19%
1WM
1663
1900 Wealth Management
Texas
$798K -$95.4K -3,157 -10%
RWPA
1664
Richard W. Paul & Associates
Michigan
$798K +$6.68K +221 +0.8%
SIA
1665
Sit Investment Associates
Minnesota
$798K -$486K -16,090 -37%
HP
1666
Hilltop Partners
Indiana
$798K -$17.1K -564 -2%
PWM
1667
Partnership Wealth Management
Maryland
$798K +$890K +29,452 New
AWA
1668
Amplius Wealth Advisors
Pennsylvania
$796K -$225K -7,453 -21%
ROTUOC
1669
Regents of the University of California
California
$796K
DP
1670
Dearborn Partners
Illinois
$795K -$99.2K -3,280 -11%
FIM
1671
Fruth Investment Management
Texas
$794K -$27.2K -900 -3%
GC
1672
Gruss & Co
Florida
$792K +$831K +27,500 New
WI
1673
Wintrust Investments
Illinois
$791K -$2.15K -71 -0.3%
BHIA
1674
Birch Hill Investment Advisors
Massachusetts
$789K -$75.5K -2,497 -8%
WWA
1675
WCG Wealth Advisors
Nevada
$789K -$454K -15,011 -35%