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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
Cordatus Wealth Management
Pennsylvania
$377K -$7.64K -114 -2%
BFA
877
Beaumont Financial Advisors
Massachusetts
$377K +$2.75K +41 +0.8%
ONST
878
Old North State Trust
North Carolina
$372K +$354K +5,282 New
LKIM
879
Lawson Kroeker Investment Management
Nebraska
$372K -$7.37K -110 -2%
DCA
880
DSG Capital Advisors
Minnesota
$371K
AIA
881
AIMZ Investment Advisors
California
$371K
PA
882
PFG Advisors
Arizona
$370K +$87.7K +1,308 +33%
RDWM
883
Red Door Wealth Management
Tennessee
$370K -$23.3K -348 -6%
DAS
884
Diversify Advisory Services
Utah
$368K +$59.1K +881 +21%
NA
885
Nautilus Advisors
California
$368K
TAM
886
Titleist Asset Management
Texas
$367K -$1.21K -18 -0.3%
FCA
887
FLC Capital Advisors
California
$364K +$164K +2,444 +89%
PP
888
PFS Partners
New Jersey
$363K +$3.22K +48 +0.9%
VIP
889
Vista Investment Partners
Oklahoma
$363K
JWA
890
JFS Wealth Advisors
Pennsylvania
$361K +$140K +2,091 +69%
PCS
891
Personal CFO Solutions
New Jersey
$360K +$12K +179 +4%
RC
892
Rahlfs Capital
Texas
$360K
CC
893
Chicago Capital
Illinois
$359K +$36.3K +542 +12%
CA
894
Cullinan Associates
Kentucky
$359K
LCM
895
Lunt Capital Management
Utah
$359K
WSC
896
Wellington Shields & Co
New York
$357K
Fiera Capital (Canada)
897
Fiera Capital (Canada)
Quebec, Canada
$356K +$52K +776 +18%
IWA
898
Icon Wealth Advisors
Texas
$355K -$6.5K -97 -2%
AOWM
899
Alpha Omega Wealth Management
Virginia
$355K -$5.63K -84 -2%
LIA
900
Lynx Investment Advisory
District of Columbia
$353K +$1.54K +23 +0.5%