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Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
1276
Cypress Point Wealth Management
Texas
$200K +$194K +2,431 New
LW
1277
Linscomb Wealth
Texas
$200K -$35.3K -442 -15%
UFF
1278
USA Financial Formulas
Michigan
$193K +$188K +2,349 New
WB
1279
Webster Bank
Connecticut
$189K
AA
1280
Addison Advisors
Vermont
$188K
MSFP
1281
Mark Sheptoff Financial Planning
Connecticut
$187K
CF
1282
Centaurus Financial
California
$187K +$181K +2,269 New
HFM
1283
Harvest Fund Management
China
$177K +$66.7K +834 +63%
ECM
1284
Elgethun Capital Management
South Dakota
$177K -$122K -1,526 -42%
HC
1285
Hoese & Co
Minnesota
$177K -$32K -400 -16%
CIA
1286
Cape Investment Advisory
Georgia
$176K -$3.68K -46 -2%
API
1287
Asset Planning Inc
California
$175K
MFC
1288
Mechanics Financial Corp
Ohio
$168K
ZBNA
1289
Zions Bancorporation, National Association
Utah
$167K +$4.4K +55 +3%
DJSG
1290
D.J. St. Germain
Massachusetts
$162K +$3.28K +41 +2%
PFBT
1291
Parkside Financial Bank & Trust
Missouri
$162K -$11.4K -143 -7%
SP
1292
Saranac Partners
$160K +$155K +1,940 New
MCM
1293
Manchester Capital Management
Vermont
$157K +$11K +137 +8%
EPIM
1294
Evelyn Partners Investment Management
$156K
AIC
1295
Archer Investment Corporation
Indiana
$156K +$80 +1 +0.1%
GC
1296
Globeflex Capital
California
$150K
VCM
1297
Versant Capital Management
Arizona
$146K +$8.88K +111 +7%
CB
1298
Community Bank
New York
$145K
PGAM
1299
Princeton Global Asset Management
New Jersey
$139K +$40K +500 +42%
HIA
1300
Harbor Investment Advisory
Maryland
$136K -$8.88K -111 -6%