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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1201
Lincoln Capital
Nebraska
$233K -$9.57K -125 -4%
LA
1202
Lifeworks Advisors
Michigan
$232K +$9.8K +128 +4%
SIS
1203
Sound Income Strategies
Florida
$231K +$230 +3 +0.1%
TSWM
1204
Triangle Securities Wealth Management
North Carolina
$230K -$306 -4 -0.1%
WBC
1205
West Branch Capital
Massachusetts
$229K -$94.1K -1,229 -29%
CAM
1206
Columbia Asset Management
Michigan
$229K
NQWM
1207
Northwest Quadrant Wealth Management
Oregon
$229K -$14.9K -195 -6%
CM
1208
Crestline Management
Texas
$229K +$229K +2,996 New
WPA
1209
West Paces Advisors
Georgia
$229K
CA
1210
CoreCap Advisors
Michigan
$229K +$3.98K +52 +2%
CWM
1211
Cahaba Wealth Management
Georgia
$227K
CWS
1212
Confluence Wealth Services
Pennsylvania
$227K
TTWM
1213
TCV Trust & Wealth Management
Virginia
$227K -$4.59K -60 -2%
CA
1214
Claro Advisors
Massachusetts
$227K -$17.9K -234 -7%
NAM
1215
NorthCrest Asset Manangement
Minnesota
$226K +$10.6K +139 +5%
CAM
1216
Cidel Asset Management
Ontario, Canada
$225K
WRPWM
1217
Werba Rubin Papier Wealth Management
California
$225K +$226K +2,948 New
KI
1218
Kapitalo Investimentos
Brazil
$225K +$225K +2,938 New
QCG
1219
Quadrant Capital Group
Ohio
$224K -$47.7K -623 -18%
HTHT
1220
Hemenway Trust Hemenway Trust
New Hampshire
$223K -$5.74K -75 -3%
WB
1221
Webster Bank
Connecticut
$223K +$23K +300 +11%
HR
1222
Howe & Rusling
New York
$222K +$222K +2,904 New
IF
1223
IRON Financial
Illinois
$222K +$5.74K +75 +3%
PCA
1224
Peddock Capital Advisors
Massachusetts
$222K -$42.9K -561 -16%
APA
1225
Astoria Portfolio Advisors
New York
$222K +$229K +2,996 New