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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
451
West Family Investments
California
$358K +$112K +2,079 +50%
PS
452
Planned Solutions
California
$358K +$62.1K +1,150 +23%
HWM
453
HB Wealth Management
Georgia
$355K -$648 -12 -0.2%
ICP
454
Interchange Capital Partners
Pennsylvania
$351K -$2.43K -45 -0.7%
CCM
455
Coldstream Capital Management
Washington
$350K +$46.8K +866 +17%
ABLA
456
Alan B. Lancz & Associates
Ohio
$349K -$13.5K -250 -4%
KWM
457
Kingsview Wealth Management
Oregon
$340K +$42.9K +794 +16%
BOS
458
Bank of Stockton
California
$340K +$59K +1,092 +23%
EAM
459
Eagle Asset Management
Florida
$338K +$35.5K +658 +11%
MW
460
Marcum Wealth
Ohio
$335K -$6.96K -129 -2%
PWP
461
Phillips Wealth Planners
Mississippi
$334K -$3.4K -63 -1%
FGP
462
Foyston, Gordon, & Payne
Ontario, Canada
$333K -$1.31M -24,228 -81%
AWE
463
Avidian Wealth Enterprises
Texas
$331K -$6.86K -127 -2%
CTC
464
Cetera Trust Company
Minnesota
$331K
WA
465
Waverly Advisors
Alabama
$329K
JCM
466
Jacobi Capital Management
Pennsylvania
$328K
GBT
467
Grove Bank & Trust
Florida
$328K +$16.2K +300 +6%
SWP
468
Stratos Wealth Partners
Ohio
$327K +$25.2K +467 +9%
SC
469
Syon Capital
California
$327K -$4.43K -82 -1%
HPC
470
HM Payson & Co
Maine
$322K -$52.3K -969 -15%
DP
471
Dearborn Partners
Illinois
$322K +$2.54K +47 +0.8%
GCM
472
Gallacher Capital Management
Colorado
$322K -$44.3K -821 -13%
ERIM
473
Eagle Ridge Investment Management
Connecticut
$321K +$11K +203 +4%
APWM
474
Argonautica Private Wealth Management
Massachusetts
$320K +$1.19K +22 +0.4%
NCFG
475
New Century Financial Group
New Jersey
$318K -$151K -2,796 -34%