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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1501
FMB Wealth Management
California
$459K – – –
MAM
1502
Milestone Asset Management
Pennsylvania
$457K +$11.5K +76 +3%
MTIM
1503
Marathon Trading Investment Management
Pennsylvania
$457K +$399K +2,628 New
ICP
1504
Interchange Capital Partners
Pennsylvania
$457K +$399K +2,628 New
AWP
1505
Abacus Wealth Partners
California
$454K +$32K +211 +9%
CIA
1506
Capital Investment Advisors
Georgia
$453K +$35.6K +235 +10%
JE
1507
JMAC Enterprises
Pennsylvania
$452K – – –
XF
1508
XML Financial
Maryland
$452K +$27K +178 +7%
CC
1509
Courier Capital
New York
$452K – – –
HT
1510
Heritage Trust
Oklahoma
$450K +$10K +66 +3%
FCG
1511
Fielder Capital Group
Tennessee
$449K +$392K +2,582 New
ITFISA
1512
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$448K +$12.1K +80 +3%
GC
1513
Garde Capital
Washington
$448K +$391K +2,579 New
SFO
1514
Stokes Family Office
Louisiana
$446K +$109K +716 +39%
OPA
1515
Old Port Advisors
Maine
$443K +$10.8K +71 +3%
CAG
1516
Crestwood Advisors Group
Massachusetts
$442K +$4.4K +29 +1%
GDP
1517
Great Diamond Partners
Maine
$441K -$117K -770 -23%
FT
1518
Fiduciary Trust
Massachusetts
$441K -$123K -808 -24%
STA
1519
Summit Trail Advisors
New York
$441K +$74.8K +493 +24%
CG
1520
Clarus Group
Texas
$441K – – –
CWM
1521
Cherrydale Wealth Management
New Jersey
$440K +$58.4K +385 +18%
PCM
1522
Palisade Capital Management
New Jersey
$439K +$84.8K +559 +28%
RW
1523
REDW Wealth
New Mexico
$437K +$2.73K +18 +0.7%
RPC
1524
Rossmore Private Capital
Connecticut
$436K +$381K +2,510 New
SPWM
1525
Straight Path Wealth Management
Michigan
$435K – – –