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