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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1626
Mattern Capital Management
Colorado
$326K
HPWM
1627
Highland Private Wealth Management
Washington
$326K +$1.97K +9 +0.7%
AWA
1628
Acorn Wealth Advisors
Michigan
$324K +$1.75K +8 +0.6%
SIM
1629
Sentry Investment Management
Wisconsin
$323K -$845K -3,862 -74%
DIM
1630
Delta Investment Management
California
$323K +$657 +3 +0.2%
V
1631
VeraBank
Texas
$323K +$13.8K +63 +5%
HR
1632
Hayden Royal
North Carolina
$322K +$291K +1,330 New
PWM
1633
PRW Wealth Management
Massachusetts
$321K +$58.9K +269 +25%
PG
1634
Patten Group
Tennessee
$321K +$291K +1,329 New
CIP
1635
Capital Insight Partners
Arizona
$320K -$6.57K -30 -2%
WIA
1636
Westbourne Investment Advisors
Maryland
$320K +$290K +1,325 New
MA
1637
MONECO Advisors
Connecticut
$318K +$2.63K +12 +0.9%
1WA
1638
180 Wealth Advisors
Washington
$317K -$7.88K -36 -3%
LWM
1639
Liberty Wealth Management
California
$317K -$7.44K -34 -3%
FA
1640
Fiducient Advisors
Illinois
$317K
GIM
1641
Guild Investment Management
California
$317K
MWM
1642
Modera Wealth Management
New Jersey
$316K +$13.8K +63 +5%
WA
1643
Waverly Advisors
Alabama
$316K +$264K +1,208 New
PWM
1644
Paulson Wealth Management
Illinois
$315K -$21.9K -100 -7%
MC
1645
Matisse Capital
Oregon
$314K
VCA
1646
Verdence Capital Advisors
Maryland
$314K +$12.9K +59 +5%
WPC
1647
Waters Parkerson & Co
Louisiana
$314K +$284K +1,297 New
PAA
1648
Peregrine Asset Advisers
Oregon
$312K
RTS
1649
Round Table Services
New Jersey
$312K
CC
1650
Centiva Capital
New York
$312K +$283K +1,291 New