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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mission Wealth Management
California
$258K +$17.9K +336 +7%
PVWM
827
Point View Wealth Management
New Jersey
$257K
HL
828
HeadInvest LLC
Maine
$256K -$21.4K -400 -7%
BAS
829
Brown Advisory Securities
Maryland
$256K +$8.92K +167 +3%
BAM
830
Brave Asset Management
New Jersey
$252K
CA
831
Cornerstone Advisors
North Carolina
$252K +$267K +5,000 New
RG
832
Rikoon Group
New Mexico
$251K
FIB
833
First Interstate Bank
Montana
$250K +$3.58K +67 +1%
LA
834
Lau Associates
Delaware
$249K
SFG
835
Summit Financial Group
West Virginia
$248K +$263K +4,930 New
SCM
836
Salem Capital Management
Massachusetts
$247K
CWM
837
Confluence Wealth Management
Oregon
$246K -$16.5K -309 -6%
SYBT
838
Stock Yards Bank & Trust
Kentucky
$244K +$6.51K +122 +3%
OC
839
Oakworth Capital
Alabama
$242K -$16K -300 -6%
PTC
840
Private Trust Company
Ohio
$239K -$169K -3,161 -40%
Carson Wealth (CWM LLC)
841
Carson Wealth (CWM LLC)
Nebraska
$238K -$82.4K -1,543 -25%
LOAMS
842
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K
MA
843
Marshwinds Advisory
Georgia
$234K -$8.06K -151 -3%
FNB
844
Farmers National Bank
Kentucky
$232K -$16K -300 -6%
WIC
845
Whitegate Investment Counselors
New Hampshire
$232K
BJL
846
Brighton Jones LLC
Washington
$232K +$246K +4,613 New
ISL
847
Ingalls & Snyder LLC
New York
$231K
OAM
848
Oxford Asset Management
United Kingdom
$230K -$379K -7,095 -61%
ARMT
849
Amica Retiree Medical Trust
Rhode Island
$229K
CFD
850
Creative Financial Designs
Indiana
$228K -$69.8K -1,308 -22%