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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2351
Byrne Asset Management
New Jersey
$329K +$327K +8,073 New
AFGAS
2352
Allegiance Financial Group Advisory Services
Virginia
$329K -$57.6K -1,420 -15%
AIC
2353
Argus Investors Counsel
New York
$327K +$32.4K +800 +11%
GSWM
2354
Greenup Street Wealth Management
Michigan
$325K -$12.1K -298 -4%
LWM
2355
Liberty Wealth Management
California
$324K -$2.92K -72 -0.9%
VFP
2356
Verus Financial Partners
Virginia
$323K -$6.41K -158 -2%
MJRIC
2357
Mogy Joel R Investment Counsel
California
$322K – – –
MCM
2358
Manchester Capital Management
Vermont
$322K -$203K -5,012 -39%
EW
2359
Element Wealth
Mississippi
$320K +$5.84K +144 +2%
WF
2360
Wayfinding Financial
Washington
$320K -$47.3K -1,165 -13%
WA
2361
WBH Advisory
Maryland
$320K -$32.8K -808 -9%
BBI
2362
Baxter Bros Inc
Connecticut
$319K -$55K -1,357 -15%
SI
2363
Stirlingshire Investments
New York
$319K +$318K +7,838 New
MPCG
2364
Matrix Private Capital Group
New York
$319K – – –
PA
2365
Probity Advisors
Texas
$318K -$18.7K -462 -6%
TVPW
2366
Third View Private Wealth
Connecticut
$318K +$317K +7,808 New
CCT
2367
Capital City Trust
Florida
$318K -$11.2K -275 -3%
RZH
2368
Relyea Zuckerberg Hanson
Connecticut
$317K -$59.9K -1,476 -16%
LT
2369
Legacy Trust
Michigan
$317K +$11.8K +290 +4%
RFS
2370
Richardson Financial Services
Massachusetts
$317K +$22.8K +563 +8%
PWM
2371
Paulson Wealth Management
Illinois
$314K -$3.33K -82 -1%
GHA
2372
Granite Harbor Advisors
Texas
$314K +$18.1K +446 +6%
MWM
2373
MBE Wealth Management
Wisconsin
$314K +$9.45K +233 +3%
SWK
2374
Stephen W. Kidder
$314K -$11.4K -282 -4%
OPA
2375
Old Port Advisors
Maine
$313K -$13.7K -338 -4%