Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1126
M1 Capital Management
Michigan
$291K – – –
ZI
1127
ZEGA Investments
Florida
$291K -$1.05K -13 -0.4%
DF
1128
Dunhill Financial
United Kingdom
$290K +$9.62K +119 +4%
CPCM
1129
Cardinal Point Capital Management
Ontario, Canada
$289K +$251K +3,112 New
BC
1130
Broadwater Capital
Massachusetts
$288K – – –
TCM
1131
Tufton Capital Management
Maryland
$288K – – –
5NPW
1132
55 North Private Wealth
Florida
$288K +$250K +3,095 New
RCG
1133
Ridge Creek Global
Ohio
$288K – – –
AP
1134
Appleton Partners
Massachusetts
$287K – – –
FFN
1135
Focus Financial Network
Minnesota
$287K +$26.3K +325 +12%
KWA
1136
Kingswood Wealth Advisors
California
$287K -$15.5K -192 -6%
WMA
1137
West Michigan Advisors
Michigan
$286K +$249K +3,079 New
RC
1138
Roundview Capital
New Jersey
$285K -$1.7K -21 -0.7%
CST
1139
Charles Schwab Trust
Nevada
$283K +$246K +3,048 New
UCB
1140
United Community Bank
South Carolina
$282K +$50.5K +625 +26%
OPWM
1141
Oxinas Partners Wealth Management
Indiana
$282K – – –
SP
1142
SmartHarvest Portfolios
Washington
$281K -$37K -458 -13%
CWP
1143
CFM Wealth Partners
Texas
$281K – – –
MFA
1144
Mayflower Financial Advisors
Massachusetts
$280K +$11.6K +144 +5%
MBWA
1145
Marin Bay Wealth Advisors
California
$280K +$9.62K +119 +4%
Bank of Nova Scotia
1146
Bank of Nova Scotia
Ontario, Canada
$279K -$148K -1,829 -38%
CIA
1147
Cascade Investment Advisors
Oregon
$279K – – –
PCM
1148
Pavaki Capital Management
Colorado
$279K – – –
SLAM
1149
Swiss Life Asset Management
$279K – – –
WI
1150
Wedgewood Investors
Pennsylvania
$279K – – –