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Name Holding Trade Value Shares
Change
Change in
Stake
OC
2576
Oakworth Capital
Alabama
$183K – – –
WIM
2577
Westside Investment Management
California
$183K +$37.8K +1,371 +28%
RA
2578
Rise Advisors
New York
$182K +$3.22K +117 +2%
CA
2579
Crewe Advisors
Utah
$182K +$15.3K +557 +10%
OCM
2580
Osterweis Capital Management
California
$180K +$168K +6,094 +4,353%
AWM
2581
AllSquare Wealth Management
New York
$179K +$13.6K +495 +9%
PW
2582
Pandora Wealth
Illinois
$177K +$2.76K +100 +2%
CYG
2583
Clean Yield Group
Vermont
$176K – – –
AIC
2584
Archer Investment Corporation
Indiana
$175K +$248 +9 +0.1%
IWP
2585
IAG Wealth Partners
Wisconsin
$174K -$882 -32 -0.5%
SL
2586
Salomon & Ludwin
Virginia
$173K – – –
HFS
2587
Hughes Financial Services
Virginia
$171K +$854 +31 +0.5%
CTWM
2588
Cherry Tree Wealth Management
Minnesota
$171K -$101K -3,647 -38%
BFP
2589
Briaud Financial Planning
Texas
$170K +$26.8K +974 +20%
FNWA
2590
Financial Network Wealth Advisors
Utah
$169K – – –
ACM
2591
Adalta Capital Management
New York
$167K – – –
OWP
2592
ORG Wealth Partners
Texas
$165K +$68.1K +2,471 +76%
TWD
2593
True Wealth Design
Ohio
$164K +$2.51K +91 +2%
CAL
2594
Capital Advisors Ltd
Ohio
$162K +$3.44K +125 +2%
SIC
2595
SJS Investment Consulting
Ohio
$162K -$31.6K -1,147 -17%
HFM
2596
Hartford Financial Management
Connecticut
$161K – – –
IMC
2597
Investment Management Corporation
Virginia
$160K +$7.77K +282 +5%
MCM
2598
MV Capital Management
Maryland
$159K -$2.56K -93 -2%
LP
2599
LMR Partners
United Kingdom
$159K +$151K +5,478 New
PSB
2600
Piscataqua Savings Bank
New Hampshire
$158K -$3.44K -125 -2%