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Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Continuum Advisory
Idaho
$480K +$3.31K +40 +0.6%
HWMA
827
Heritage Wealth Management (Arizona)
Arizona
$477K -$34.1K -412 -6%
WSTAM
828
Wilbanks Smith & Thomas Asset Management
Virginia
$475K +$14.3K +173 +3%
AMCA
829
Arthur M. Cohen & Associates
Illinois
$474K – – –
FDS
830
First Dallas Securities
Texas
$471K +$153K +1,850 +37%
SWP
831
Stratos Wealth Partners
Ohio
$469K -$45.1K -546 -7%
MC
832
Merlin Capital
Rhode Island
$468K +$909 +11 +0.2%
SCM
833
Seascape Capital Management
New Hampshire
$467K -$17.9K -216 -3%
ARMT
834
Amica Retiree Medical Trust
Rhode Island
$463K +$559K +6,759 New
SAM
835
Seelaus Asset Management
New Jersey
$462K -$8.27K -100 -1%
CL
836
CPWM LLC
Washington
$461K -$62.8K -760 -10%
ET
837
Equitable Trust
Tennessee
$459K -$2.43M -29,354 -81%
SWM
838
Spire Wealth Management
Virginia
$459K -$352K -4,257 -39%
CWA
839
Canvas Wealth Advisors
Kansas
$459K -$62.9K -761 -9%
KWM
840
Kingsview Wealth Management
Oregon
$459K +$12.8K +155 +2%
SF
841
Summit Financial
New Jersey
$456K +$545K +6,594 New
IWM
842
IHT Wealth Management
Illinois
$456K +$206K +2,493 +60%
EH
843
Equitable Holdings
New York
$455K -$152K -1,839 -22%
CPWA
844
Cerro Pacific Wealth Advisors
California
$447K -$15.5K -187 -3%
PIA
845
Perennial Investment Advisors
California
$447K -$8.93K -108 -2%
CCM
846
Cox Capital Management
Massachusetts
$447K +$59.3K +718 +12%
MBT
847
Montecito Bank & Trust
California
$447K +$167K +2,020 +45%
JAG
848
Journey Advisory Group
Kentucky
$446K – – –
BSW
849
Buckingham Strategic Wealth
Missouri
$446K +$36.5K +441 +7%
BAM
850
Blueshift Asset Management
New Jersey
$443K +$534K +6,465 New