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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
3076
Nicolet Advisory Services
Wisconsin
$222K
CMI
3077
Clare Market Investments
Texas
$222K -$117K -545 -35%
W
3078
WealthOne
New York
$221K +$1.07K +5 +0.5%
GHAM
3079
Gilman Hill Asset Management
Connecticut
$221K +$6.87K +32 +3%
TFO
3080
Tarbox Family Office
California
$220K -$644 -3 -0.3%
BMA
3081
Brooks Moore & Associates
Tennessee
$220K
CRIG
3082
Charter Research & Investment Group
Connecticut
$220K
MC
3083
Matisse Capital
Oregon
$220K
4WM
3084
4J Wealth Management
Virginia
$219K -$15.7K -73 -7%
NS
3085
Newman & Schimel
Illinois
$219K
IFAM
3086
Institutional & Family Asset Management
Colorado
$218K -$60.5K -282 -22%
AI
3087
ArchPoint Investors
Florida
$217K -$568K -2,647 -73%
BWM
3088
BigSur Wealth Management
Florida
$217K
DCM
3089
Delta Capital Management
New Jersey
$217K
NIM
3090
Nexus Investment Management
Ontario, Canada
$217K
TCB
3091
Texas Capital Bancshares
Texas
$217K
RF
3092
Resolute Financial
Massachusetts
$217K +$214K +999 New
LBC
3093
Lawrence B. Cohen
$216K +$214K +996 New
BDF
3094
Black Diamond Financial
Maryland
$216K +$214K +999 New
BSAM
3095
Blue Square Asset Management
New York
$215K
MLFP
3096
MPS Loria Financial Planners
Illinois
$215K
CA
3097
CapWealth Advisors
Tennessee
$214K -$16.1K -75 -7%
BA
3098
Bridge Advisory
California
$214K +$212K +988 New
DCM
3099
DGS Capital Management
New Jersey
$213K +$211K +983 New
PP
3100
PrairieView Partners
Minnesota
$212K