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Name Holding Trade Value Shares
Change
Change in
Stake
CSA
1201
Cornerstone Select Advisors
Missouri
$244K -$19K -193 -7%
SL
1202
Sentry LLC
Tennessee
$244K
CA
1203
Calton & Associates
Florida
$241K +$265K +2,689 New
NWWA
1204
New Wave Wealth Advisors
Arkansas
$241K +$47.4K +481 +22%
WA1
1205
Wimmer Associates 1
California
$240K -$196K -1,988 -43%
MMA
1206
Mizuho Markets Americas
New York
$239K +$591 +6 +0.2%
EFMC
1207
Empire Financial Management Company
New York
$239K +$27.1K +275 +12%
JWA
1208
JFS Wealth Advisors
Pennsylvania
$239K +$88.3K +897 +51%
SC
1209
Syon Capital
California
$238K -$66.9K -679 -20%
SWM
1210
SeaCrest Wealth Management
New York
$237K -$70.2K -713 -21%
FIB
1211
First Interstate Bank
Montana
$236K
AIM
1212
Anchor Investment Management
South Carolina
$236K -$270K -2,746 -51%
WGC
1213
Watts Gwilliam & Co
Arizona
$235K +$9.85K +100 +4%
LWM
1214
Lyell Wealth Management
California
$235K -$12.6K -128 -5%
DACS
1215
Dymon Asia Capital (Singapore)
Singapore
$234K -$867K -8,810 -77%
AWM
1216
Aprio Wealth Management
Georgia
$234K -$65.6K -666 -20%
CIA
1217
Choate Investment Advisors
Massachusetts
$233K -$63.9K -649 -20%
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$233K
CNBOF
1219
City National Bank of Florida
Florida
$233K +$256K +2,599 New
CPRC
1220
Consolidated Portfolio Review Corp
New York
$233K -$450K -4,570 -64%
LA
1221
Lifeworks Advisors
Michigan
$232K +$255K +2,592 New
SW
1222
SVB Wealth
Massachusetts
$232K -$11.4K -116 -4%
PCG
1223
Prosperity Consulting Group
Maryland
$232K -$14.2K -144 -5%
LCM
1224
Logan Capital Management
Pennsylvania
$232K -$2.08M -21,120 -89%
ACM
1225
Arcataur Capital Management
Wisconsin
$231K +$253K +2,570 New