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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1026
Glassman Wealth Services
Virginia
$211K +$70.6K +1,135 +53%
WA
1027
Waverly Advisors
Alabama
$210K +$203K +3,268 New
WWM
1028
Western Wealth Management
Colorado
$210K +$203K +3,260 New
OC
1029
Oakworth Capital
Alabama
$210K -$44.9K -721 -18%
SMG
1030
Smart Money Group
Texas
$210K +$203K +3,258 New
PVI
1031
Pine Valley Investments
New Jersey
$210K +$203K +3,255 New
TIM
1032
Thompson Investment Management
Wisconsin
$209K +$12.4K +200 +7%
SW
1033
SkyOak Wealth
Michigan
$209K +$202K +3,250 New
SP
1034
Successful Portfolios
Florida
$209K -$18.9K -304 -9%
M
1035
MOTCO
Texas
$209K +$133K +2,141 +194%
RC
1036
Roundview Capital
New Jersey
$209K +$202K +3,241 New
FDCC
1037
Foster Dykema Cabot & Co
Massachusetts
$208K
TF
1038
Tompkins Financial
New York
$208K
AIM
1039
Avity Investment Management
Connecticut
$208K +$201K +3,226 New
AP
1040
Appleton Partners
Massachusetts
$207K -$9.84K -158 -5%
EBSAM
1041
Eubel Brady & Suttman Asset Management
Ohio
$207K +$201K +3,222 New
MSFS
1042
Main Street Financial Solutions
Pennsylvania
$207K +$200K +3,214 New
GLLW
1043
Graves Light Lenhart Wealth
Virginia
$206K -$25.4K -408 -11%
SIA
1044
SeaBridge Investment Advisors
New Jersey
$206K +$199K +3,200 New
FFN
1045
Focus Financial Network
Minnesota
$205K +$198K +3,179 New
AWM
1046
Avaii Wealth Management
Wisconsin
$205K +$198K +3,177 New
UCB
1047
United Community Bank
South Carolina
$204K +$12.4K +200 +7%
MFA
1048
Mayflower Financial Advisors
Massachusetts
$204K +$197K +3,170 New
AQR Capital Management
1049
AQR Capital Management
Connecticut
$204K +$197K +3,168 New
GSEP
1050
Golden State Equity Partners
California
$204K +$197K +3,165 New