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Name Holding Trade Value Shares
Change
Change in
Stake
Evercore Wealth Management
2401
Evercore Wealth Management
New York
$216K +$221K +8,710 New
RC
2402
Rahlfs Capital
Texas
$216K -$89.8K -3,547 -29%
WCM
2403
Warburton Capital Management
Oklahoma
$216K +$15.2K +600 +7%
NWM
2404
Northwest Wealth Management
Iowa
$216K -$7.34K -290 -3%
CCM
2405
Cohen Capital Management
California
$216K -$2.38K -94 -1%
PFM
2406
Patton Fund Management
Texas
$215K -$4.12M -162,598 -95%
OA
2407
Oasis Advisors
Iowa
$215K +$219K +8,668 New
CFS
2408
Cannon Financial Strategists
Georgia
$214K – – –
PWC
2409
Pathfinder Wealth Consulting
North Carolina
$214K +$218K +8,626 New
GW&K Investment Management
2410
GW&K Investment Management
Massachusetts
$214K +$2.1K +83 +1%
RMCM
2411
Reynders McVeigh Capital Management
Massachusetts
$214K +$5.62K +222 +3%
DBIA
2412
Dumont & Blake Investment Advisors
New Jersey
$214K +$218K +8,628 New
MWP
2413
Moller Wealth Partners
$214K -$3.54K -140 -2%
AF
2414
Arrow Financial
New York
$214K +$8.56K +338 +4%
WF
2415
Whelan Financial
California
$213K -$1.9K -75 -0.9%
JAG
2416
Journey Advisory Group
Kentucky
$213K +$23.3K +921 +12%
SFS
2417
Summit Financial Strategies
Ohio
$213K -$2.18K -86 -1%
5NPW
2418
55 North Private Wealth
Florida
$212K +$216K +8,542 New
SWP
2419
Semus Wealth Partners
Florida
$212K -$3.01K -119 -1%
FDW
2420
Fourth Dimension Wealth
Ohio
$212K -$212K -8,393 -50%
CFG
2421
Carr Financial Group
Massachusetts
$212K -$27.3K -1,077 -11%
APWA
2422
Atlas Private Wealth Advisors
New Jersey
$211K -$32.9K -1,299 -13%
National Philanthropic Trust
2423
National Philanthropic Trust
Pennsylvania
$211K +$215K +8,483 New
BOS
2424
Bank of Stockton
California
$210K +$2K +79 +0.9%
LWM
2425
Lionshead Wealth Management
New York
$210K +$1.29K +51 +0.6%