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Name Holding Trade Value Shares
Change
Change in
Stake
CSF
826
Capital Squared Financial
Maryland
$227K +$223K +3,000 New
VDI
827
Vaughan David Investments
Illinois
$227K – – –
BOS
828
Bank of Stockton
California
$225K – – –
RWP
829
RWA Wealth Partners
Massachusetts
$225K – – –
LAM
830
L2 Asset Management
Massachusetts
$225K +$220K +2,963 New
PFM
831
Patton Fund Management
Texas
$223K +$219K +2,948 New
LIM
832
Leavell Investment Management
Alabama
$223K +$217K +2,918 New
1SB
833
1ST Source Bank
Indiana
$223K +$594 +8 +0.3%
P
834
Pitcairn
Pennsylvania
$222K -$79.2K -1,067 -27%
BCM
835
Brookstone Capital Management
Illinois
$221K -$30.5K -411 -12%
AEPWM
836
Atlantic Edge Private Wealth Management
Florida
$220K -$3.71K -50 -2%
ICM
837
IMS Capital Management
Oregon
$220K -$37.1K -500 -15%
AWE
838
Avidian Wealth Enterprises
Texas
$220K +$215K +2,898 New
SO
839
Sierra Ocean
California
$218K -$3.71K -50 -2%
IBOK
840
Independence Bank of Kentucky
Kentucky
$218K +$7.42K +100 +4%
HCM
841
Howland Capital Management
Massachusetts
$217K +$211K +2,845 New
FA
842
FC Advisory
Pennsylvania
$217K +$1.93K +26 +0.9%
FCH
843
Freestone Capital Holdings
Washington
$217K +$213K +2,868 New
PSP
844
Pacific Sage Partners
Washington
$217K – – –
RCM
845
RB Capital Management
Nevada
$217K +$148 +2 +0.1%
CT
846
Colonial Trust
South Carolina
$216K -$21.4K -288 -9%
SIA
847
Soltis Investment Advisors
Utah
$216K +$211K +2,845 New
BP
848
Ballentine Partners
Massachusetts
$215K +$211K +2,843 New
Federated Hermes
849
Federated Hermes
Pennsylvania
$215K +$4.01K +54 +2%
WSWA
850
Warren Street Wealth Advisors
California
$215K +$210K +2,831 New