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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1576
Stonebridge Capital Management
California
$719K – – –
OMIC
1577
Old Mission Investment Co
Michigan
$717K +$2.01K +12 +0.3%
CWA
1578
Canvas Wealth Advisors
Kansas
$717K -$505K -3,013 -38%
CLOS
1579
Compagnie Lombard Odier SCmA
Switzerland
$716K -$38.6K -230 -5%
CA
1580
Carson Advisory
Georgia
$716K +$46.3K +276 +6%
FFMBT
1581
First Farmers & Merchants Bank Trust
Tennessee
$714K +$9.06K +54 +1%
PCS
1582
Personal CFO Solutions
New Jersey
$714K +$114K +678 +17%
BLC
1583
Brown, Lisle/Cummings
Rhode Island
$712K +$228K +1,360 +41%
PHS
1584
Pekin Hardy Strauss
Illinois
$711K -$58.7K -350 -7%
PPP
1585
Private Portfolio Partners
New Jersey
$708K +$50.5K +301 +7%
FWTB
1586
First Western Trust Bank
Colorado
$707K +$777K +4,632 New
ITIM
1587
Indiana Trust & Investment Management
Indiana
$706K -$16.4K -98 -2%
WMA
1588
West Michigan Advisors
Michigan
$706K +$182K +1,083 +31%
BWM
1589
BNC Wealth Management
Oregon
$704K -$146K -873 -16%
LWP
1590
Lumature Wealth Partners
Georgia
$699K +$23.6K +141 +3%
MCM
1591
Maryland Capital Management
Maryland
$691K -$38.7K -231 -5%
RT
1592
Rockland Trust
Massachusetts
$691K – – –
CW
1593
CreativeOne Wealth
Kansas
$690K +$143K +855 +23%
GWANC
1594
Guardian Wealth Advisors (North Carolina)
North Carolina
$683K -$137K -817 -15%
WDG
1595
Wealth Dimensions Group
Ohio
$682K -$49.8K -297 -6%
BONH
1596
Bank of New Hampshire
New Hampshire
$682K +$37.7K +225 +5%
TP
1597
Tranquility Partners
Tennessee
$681K +$5.03K +30 +0.7%
MA
1598
MJP Associates
Connecticut
$681K +$156K +933 +26%
DF
1599
Donoghue Forlines
Massachusetts
$679K +$746K +4,445 New
ST
1600
Sabal Trust
Florida
$678K +$23K +137 +3%