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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1401
Tradition Capital Management
New Jersey
$235K +$214K +2,265 New
FNC
1402
First National Corp
Massachusetts
$234K
SVWA
1403
Sound View Wealth Advisors
Georgia
$233K -$14.9K -157 -7%
TLP
1404
Trinity Legacy Partners
Texas
$230K +$210K +2,215 New
LWA
1405
Lenox Wealth Advisors
New York
$228K +$56.4K +596 +37%
XS
1406
XR Securities
Illinois
$228K +$208K +2,196 New
PL
1407
Parthenon LLC
Kentucky
$227K +$207K +2,182 New
CPA
1408
Capital Planning Advisors
California
$227K +$207K +2,183 New
CW
1409
Cobiz Wealth
Colorado
$226K -$27.5K -291 -12%
MNBTD
1410
Moody National Bank Trust Division
Texas
$226K +$66.1K +698 +47%
SI
1411
Scharf Investments
California
$226K +$206K +2,173 New
SWA
1412
Sutton Wealth Advisors
Florida
$225K +$1.8K +19 +0.9%
MWPCG
1413
Measured Wealth Private Client Group
New Hampshire
$225K +$205K +2,168 New
PP
1414
Palladium Partners
Virginia
$221K +$201K +2,125 New
CCMD
1415
Cypress Capital Management (Delaware)
Delaware
$221K +$202K +2,130 New
MIG
1416
McGuire Investment Group
Rhode Island
$221K +$202K +2,130 New
HWA
1417
Heritage Wealth Advisors
Virginia
$220K
KCM
1418
Karp Capital Management
California
$220K +$158K +1,674 +380%
OWA
1419
One Wealth Advisors
California
$220K +$201K +2,122 New
CFGS
1420
Concourse Financial Group Securities
Alabama
$219K -$51.3K -542 -20%
AWP
1421
Ascent Wealth Partners
New York
$217K +$197K +2,086 New
RIL
1422
Rothschild Investment LLC
Illinois
$217K +$197K +2,086 New
CW
1423
CreativeOne Wealth
Kansas
$217K +$198K +2,088 New
CFG
1424
Cooper Financial Group
California
$217K +$198K +2,090 New
CBOA
1425
Commonwealth Bank of Australia
Australia
$216K