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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2326
Hollencrest Capital Management
California
$257K -$426 -15 -0.2%
ABWM
2327
Alpine Bank Wealth Management
Colorado
$257K -$26.5K -933 -9%
GP
2328
Guardian Partners
Canada
$257K
HKAM
2329
Horizon Kinetics Asset Management
New York
$257K -$86K -3,030 -25%
CP
2330
Canopy Partners
Ohio
$256K +$53.7K +1,890 +26%
TCBWMS
2331
Texas Capital Bank Wealth Management Services
Texas
$256K -$7.53K -265 -3%
GD
2332
Grandfield & Dodd
New York
$256K
HTIM
2333
Harbour Trust & Investment Management
Indiana
$256K
CAGAS
2334
Capital Advisory Group Advisory Services
Minnesota
$256K
MFP
2335
Meridian Financial Partners
Virginia
$256K +$5.2K +183 +2%
RMF
2336
Red Mountain Financial
Colorado
$255K -$2.47K -87 -1%
BWA
2337
BlueChip Wealth Advisors
Georgia
$254K +$256K +9,008 New
MWM
2338
Melfa Wealth Management
Massachusetts
$254K +$199 +7 +0.1%
NWM
2339
Northwest Wealth Management
Iowa
$254K -$85 -3 -0%
CWA
2340
Cura Wealth Advisors
Illinois
$254K +$255K +8,984 New
AT
2341
Arlington Trust
Alabama
$253K
PCM
2342
Princeton Capital Management
New Jersey
$253K
LSA
2343
Lansing Street Advisors
Pennsylvania
$253K +$18.1K +637 +8%
SWP
2344
ShoreHaven Wealth Partners
New Jersey
$252K +$199 +7 +0.1%
DIP
2345
Davis Investment Partners
North Carolina
$252K
ALA
2346
Atlas Legacy Advisors
California
$252K +$253K +8,922 New
VI
2347
Versor Investments
New York
$252K -$1.25M -43,900 -83%
FWTB
2348
First Western Trust Bank
Colorado
$252K -$14.7K -519 -6%
SFS
2349
Symphony Financial Services
Ohio
$251K +$5.25K +185 +2%
PTB
2350
Pioneer Trust Bank
Oregon
$251K