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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1776
Cypress Wealth Services
California
$716K -$52.4K -280 -7%
CCA
1777
Cypress Capital Advisors
Tennessee
$712K -$316K -1,689 -30%
PE
1778
PCM Encore
Colorado
$712K +$36.3K +194 +5%
BW
1779
BXM Wealth
Colorado
$711K +$18.7K +100 +3%
FWTB
1780
First Western Trust Bank
Colorado
$711K -$11.6K -62 -2%
TNBTD
1781
Trustmark National Bank Trust Department
Mississippi
$710K – – –
CCA
1782
Childress Capital Advisors
Texas
$708K +$75.4K +403 +12%
RMP
1783
Richards, Merrill & Peterson
Washington
$708K +$14.8K +79 +2%
MW
1784
Maia Wealth
Colorado
$705K -$294K -1,571 -29%
LGA
1785
Lebenthal Global Advisors
New York
$703K -$1.03M -5,519 -59%
HI
1786
Human Investing
Oregon
$702K +$3.37K +18 +0.5%
CNBOF
1787
City National Bank of Florida
Florida
$701K +$207K +1,107 +41%
TFG
1788
Taylor Financial Group
Virginia
$695K – – –
NRC
1789
New Republic Capital
North Carolina
$693K +$259K +1,384 +59%
AGWCA
1790
Annis Gardner Whiting Capital Advisors
Florida
$692K +$21.3K +114 +3%
FWP
1791
Falcon Wealth Planning
California
$691K +$65.5K +350 +10%
OFS
1792
Orrstown Financial Services
Pennsylvania
$691K +$4.86K +26 +0.7%
VDC
1793
Van Diest Capital
Iowa
$690K -$1.4M -7,511 -67%
FHWM
1794
Fox Hill Wealth Management
Massachusetts
$690K +$187 +1 +0%
RG
1795
Renaissance Group
Kentucky
$690K -$9.54K -51 -1%
ACM
1796
Absolute Capital Management
Pennsylvania
$687K +$78K +417 +13%
1WM
1797
1900 Wealth Management
Texas
$685K +$13.3K +71 +2%
PAG
1798
Private Advisory Group
Washington
$684K +$16.1K +86 +2%
OWCM
1799
One Wealth Capital Management
Arizona
$684K +$64.3K +344 +10%
SFC
1800
Strategic Financial Concepts
Texas
$681K -$29.2K -156 -4%