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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1876
Derbend Asset Management
Georgia
$526K +$28K +791 +6%
FFWM
1877
Future Financial Wealth Management
Ohio
$523K +$117K +3,296 +31%
ESB
1878
Essex Savings Bank
Connecticut
$523K +$36.7K +1,036 +8%
RPC
1879
Rossmore Private Capital
Connecticut
$522K -$34.5K -975 -7%
BGAI
1880
Bruce G. Allen Investments
Colorado
$522K +$490K +13,838 New
MCM
1881
McKinley Capital Management
Alaska
$522K +$11.3K +318 +2%
FWM
1882
Focused Wealth Management
New York
$521K -$872K -24,651 -64%
WTA
1883
Washington Trust Advisors
Massachusetts
$519K -$13K -367 -3%
CAM
1884
Campion Asset Management
Virginia
$518K -$43K -1,215 -8%
LA
1885
LexAurum Advisors
Kansas
$518K -$76.5K -2,161 -14%
HCP
1886
Holt Capital Partners
Texas
$517K -$2.37K -67 -0.5%
TFA
1887
Trinity Financial Advisors
Ohio
$517K -$2.41K -68 -0.5%
BCFD
1888
Boit C.F. David
$517K -$29K -820 -6%
PWM
1889
Purus Wealth Management
California
$516K -$7.64K -216 -2%
DTC
1890
Davidson Trust Company
Washington
$514K +$12K +340 +3%
PPWP
1891
Proquility Private Wealth Partners
Nevada
$514K -$1.03M -29,074 -68%
CAS
1892
Coppell Advisory Solutions
Texas
$513K +$33.5K +947 +7%
FI
1893
Financial Insights
Washington
$513K -$73.9K -2,088 -13%
LAM
1894
L2 Asset Management
Massachusetts
$512K +$468K +13,229 +3,665%
CMI
1895
Clare Market Investments
Texas
$512K +$113K +3,190 +31%
MAM
1896
Meeder Asset Management
Ohio
$511K +$164K +4,629 +52%
CAM
1897
Costello Asset Management
Pennsylvania
$511K -$98.2K -2,775 -17%
SIM
1898
Stratos Investment Management
Ohio
$510K +$64.7K +1,830 +16%
RSA
1899
River Street Advisors
Illinois
$509K -$17.9K -506 -4%
BWM
1900
Baystate Wealth Management
Massachusetts
$508K +$6.55K +185 +1%