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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Barrett Asset Management
New York
$22K – – –
TH
652
TCTC Holdings
Texas
$22K – – –
PCMC
653
Paragon Capital Management (Colorado)
Colorado
$22K +$21.4K +100 New
UIA
654
Ulland Investment Advisors
Minnesota
$22K +$21.4K +100 New
LC
655
Lindbrook Capital
California
$21K – – –
CWS
656
Confluence Wealth Services
Pennsylvania
$21K +$21.1K +99 New
AWA
657
Amplius Wealth Advisors
Pennsylvania
$21K +$21.4K +100 New
FCFS
658
First Command Financial Services
Texas
$19K -$28K -131 -60%
CCM
659
Covington Capital Management
California
$19K – – –
TC
660
Truvestments Capital
Florida
$19K – – –
WT
661
Whittier Trust
California
$19K – – –
MIM
662
Macroview Investment Management
Maryland
$19K +$18.4K +86 New
PCFFS
663
Pacific Center for Financial Services
California
$17K – – –
PFBT
664
Parkside Financial Bank & Trust
Missouri
$17K – – –
WT
665
Washington Trust
Rhode Island
$16K -$26.7K -125 -63%
SC
666
SouthState Corp
Florida
$16K +$16K +75 New
PFA
667
Professional Financial Advisors
Nebraska
$14K – – –
TFO
668
Tarbox Family Office
California
$14K – – –
RFA
669
Reilly Financial Advisors
California
$13K – – –
TCWA
670
Ten Capital Wealth Advisors
Washington
$13K – – –
ACA
671
Atlas Capital Advisors
Wyoming
$12.1K – – –
UB
672
UMB Bank
Missouri
$12K +$12K +56 New
LWA
673
Lenox Wealth Advisors
New York
$11K – – –
MWM
674
Mascoma Wealth Management
New Hampshire
$11K – – –
TFS
675
TrustCore Financial Services
Tennessee
$11K – – –