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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1101
Texas Capital Bank Wealth Management Services
Texas
$934K -$8.95K -500 -1%
BST
1102
Bath Savings Trust
Maine
$933K -$28.9K -1,617 -3%
WI
1103
Wintrust Investments
Illinois
$927K -$137K -7,679 -13%
PPP
1104
Private Portfolio Partners
New Jersey
$923K -$73.7K -4,115 -8%
ClearBridge Investments
1105
ClearBridge Investments
New York
$923K -$75.5K -4,216 -8%
HI
1106
Humankind Investments
New York
$922K -$33.5K -1,874 -4%
AIM
1107
Anchor Investment Management
South Carolina
$919K -$366K -20,449 -29%
PWMAG
1108
Pinnacle Wealth Management Advisory Group
New Jersey
$919K +$79.2K +4,422 +10%
HCM
1109
Highlander Capital Management
New Jersey
$916K -$8.95K -500 -1%
MSFP
1110
Mark Sheptoff Financial Planning
Connecticut
$916K -$55K -3,074 -6%
VC
1111
Vicus Capital
Pennsylvania
$916K -$1.36M -75,897 -60%
TSS
1112
Two Sigma Securities
New York
$916K -$1.41M -78,567 -61%
CBNLCF
1113
Cognios Beta Neutral Large Cap Fund
Kansas
$914K +$889K +49,660 New
MCA
1114
MSH Capital Advisors
Arizona
$914K -$37.4K -2,092 -4%
BAM
1115
Byrne Asset Management
New Jersey
$913K -$38.9K -2,175 -4%
AWM
1116
Aevitas Wealth Management
Massachusetts
$910K +$885K +49,441 New
WPW
1117
Waldron Private Wealth
Pennsylvania
$908K
PAG
1118
Private Advisory Group
Washington
$908K -$716 -40 -0.1%
IAN
1119
Integrated Advisors Network
Texas
$906K -$574K -32,079 -39%
TIA
1120
Traphagen Investment Advisors
New Jersey
$904K
VWA
1121
Visionary Wealth Advisors
Illinois
$903K -$7.41K -414 -0.8%
MCC
1122
Malaga Cove Capital
California
$899K -$9.27K -518 -1%
EHC
1123
Everett Harris & Co
California
$897K -$9.41K -526 -1%
APP
1124
Avantax Planning Partners
Iowa
$896K -$34.2K -1,910 -4%
CA
1125
Cambridge Advisors
Nebraska
$895K -$54 -3 -0%