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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1876
Washington Trust Bank
Washington
$498K +$26.6K +1,000 +6%
IIC
1877
Ironwood Investment Counsel
Arizona
$497K +$26.9K +1,009 +6%
iA Global Asset Management
1878
iA Global Asset Management
Quebec, Canada
$497K +$43.9K +1,649 +10%
MW
1879
MBL Wealth
North Carolina
$497K +$31.6K +1,186 +7%
LAM
1880
Lewis Asset Management
California
$496K -$96.9K -3,639 -17%
NFC
1881
Northstar Financial Companies
Pennsylvania
$495K -$164K -6,150 -26%
KAS
1882
KPP Advisory Services
Kentucky
$494K +$1.38K +52 +0.3%
AGP
1883
Aspire Growth Partners
Florida
$494K -$39.8K -1,496 -8%
RC
1884
Rexford Capital
Texas
$494K +$3.97K +149 +0.9%
LWP
1885
LMG Wealth Partners
Louisiana
$493K -$9.8K -368 -2%
TCM
1886
Traynor Capital Management
Pennsylvania
$493K -$245K -9,219 -34%
CA
1887
COFG Advisors
Illinois
$492K +$20K +753 +4%
GBT
1888
Grove Bank & Trust
Florida
$492K – – –
MIM
1889
Montgomery Investment Management
Maryland
$491K – – –
CNBOF
1890
City National Bank of Florida
Florida
$490K +$125K +4,683 +37%
PPW
1891
Parcion Private Wealth
Washington
$490K -$42.9K -1,611 -8%
EF
1892
Exeter Financial
Arizona
$490K -$2.66K -100 -0.6%
LOPW
1893
Live Oak Private Wealth
North Carolina
$488K -$9.51K -357 -2%
PWA
1894
Pitcairn Wealth Advisors
Pennsylvania
$488K +$24.9K +935 +5%
BFO
1895
Biltmore Family Office
North Carolina
$487K -$12.8K -480 -3%
HAM
1896
Harmony Asset Management
Arizona
$487K +$6.87K +258 +2%
NHT
1897
New Hampshire Trust
New Hampshire
$486K – – –
PWW
1898
Pettyjohn Wood & White
Virginia
$486K -$6.66K -250 -1%
JMFC
1899
J.M. Forbes & Co
Massachusetts
$486K -$9.96K -374 -2%
FFP
1900
FourThought Financial Partners
Florida
$486K -$65.7K -2,468 -12%