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Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1451
Boothe Investment Group
Delaware
$1.15M +$40.3K +930 +4%
FUBT
1452
First United Bank & Trust
Maryland
$1.15M +$63K +1,455 +6%
TSWM
1453
Tyler-Stone Wealth Management
Ohio
$1.15M +$424K +9,792 +58%
KTC
1454
Kentucky Trust Company
Kentucky
$1.15M +$1.08K +25 +0.1%
APWA
1455
Atlas Private Wealth Advisors
New Jersey
$1.14M -$258K -5,957 -18%
DTC
1456
Davidson Trust Company
Washington
$1.14M -$18.1K -419 -2%
MFA
1457
Mayflower Financial Advisors
Massachusetts
$1.14M +$19.8K +457 +2%
TWPM
1458
Total Wealth Planning & Management
Florida
$1.13M -$7.19K -166 -0.6%
AEPWM
1459
Atlantic Edge Private Wealth Management
Florida
$1.13M -$11.6K -268 -1%
EWM
1460
Evercore Wealth Management
New York
$1.13M
GSWM
1461
Golden State Wealth Management
California
$1.13M -$71.4K -1,649 -6%
AIM
1462
Athena Investment Management
California
$1.13M +$1.91K +44 +0.2%
SMA
1463
Sage Mountain Advisors
Georgia
$1.13M +$333K +7,691 +42%
EW
1464
Evoke Wealth
California
$1.13M +$75.7K +1,748 +7%
PPW
1465
Parcion Private Wealth
Washington
$1.13M +$3.16K +73 +0.3%
TSW
1466
Thompson Siegel & Walmsley
Virginia
$1.12M -$16.1K -371 -1%
BIA
1467
Beacon Investment Advisors
Maryland
$1.12M +$8.57K +198 +0.8%
AB
1468
Atlas Brown
Kentucky
$1.12M -$14.8K -341 -1%
PIWA
1469
Prevail Innovative Wealth Advisors
Kansas
$1.12M +$183K +4,236 +20%
GEA
1470
Glen Eagle Advisors
New Jersey
$1.11M +$11.1K +257 +1%
MCM
1471
Mendel Capital Management
Arkansas
$1.11M +$17K +393 +2%
QCM
1472
Qsemble Capital Management
New York
$1.11M +$1.11M +25,692 New
TF
1473
Tompkins Financial
New York
$1.11M -$160K -3,700 -13%
CSC
1474
Caldwell Sutter Capital
California
$1.11M -$1.86K -43 -0.2%
IA
1475
Integrity Alliance
Iowa
$1.11M -$896K -20,696 -45%