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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1726
Davis Capital Management
Florida
$668K +$88.6K +2,608 +14%
NP
1727
NorthRock Partners
Minnesota
$668K +$166K +4,885 +29%
BOM
1728
Bank of Marin
California
$666K +$77K +2,266 +12%
VWM
1729
Venturi Wealth Management
Texas
$665K -$7.3M -214,957 -91%
CPSC
1730
Carl P. Sherr & Co
Massachusetts
$665K -$13.1K -385 -2%
SCP
1731
Shorepoint Capital Partners
Massachusetts
$664K -$38.9K -1,145 -5%
PAIM
1732
Punch & Associates Investment Management
Minnesota
$664K
GKWIM
1733
Gerber Kawasaki Wealth & Investment Management
California
$663K
HWMG
1734
Hurlow Wealth Management Group
Indiana
$662K
PWM
1735
PBMares Wealth Management
Virginia
$662K
MWM
1736
Minot Wealth Management
Massachusetts
$661K +$116K +3,425 +19%
WB
1737
West Bancorporation
Iowa
$660K
DTC
1738
Davidson Trust Company
Washington
$659K +$75.3K +2,216 +12%
ACG
1739
Allen Capital Group
Nebraska
$659K +$721K +21,230 New
LWM
1740
Laidlaw Wealth Management
New York
$657K +$45.6K +1,342 +7%
CNBT
1741
Cornerstone National Bank & Trust
Illinois
$654K -$198K -5,825 -22%
EAM
1742
Evanson Asset Management
California
$654K -$6.86K -202 -0.9%
PAWC
1743
P.A.W. Capital
Connecticut
$654K +$89.5K +2,635 +14%
CYG
1744
Clean Yield Group
Vermont
$653K
TWM
1745
Titus Wealth Management
California
$652K -$2K -59 -0.3%
AAM
1746
Azzad Asset Management
Virginia
$648K +$710K +20,901 New
FDCC
1747
Foster Dykema Cabot & Co
Massachusetts
$646K -$9.65K -284 -1%
SRAM
1748
Stone Ridge Asset Management
New York
$645K -$279K -8,222 -28%
ERIM
1749
Eagle Ridge Investment Management
Connecticut
$644K
OFW
1750
Omnia Family Wealth
Florida
$643K +$3.02K +89 +0.4%