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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Concentric Wealth Management
California
$207K +$182K +1,000 New
CGA
702
Crescent Grove Advisors
Illinois
$207K +$182K +1,000 New
GL
703
Graypoint LLC
New York
$205K +$181K +993 New
BTI
704
Blue Trust Inc
Georgia
$204K +$219K +1,201 +6,321%
VCM
705
Virtue Capital Management
Tennessee
$204K -$29.7K -163 -13%
DDPIC
706
Deroy & Devereaux Private Investment Counsel
Michigan
$203K +$179K +982 New
FC
707
Financial Consulate
Maryland
$201K +$177K +975 New
CSC
708
Caldwell Sutter Capital
California
$201K -$27.3K -150 -13%
PMG
709
ProVise Management Group
Florida
$200K +$176K +970 New
PPC
710
Park Place Capital
Alabama
$197K +$14.6K +80 +9%
WIM
711
Westside Investment Management
California
$190K
Bank Julius Baer & Co
712
Bank Julius Baer & Co
Switzerland
$190K +$167K +920 New
ST
713
Smithfield Trust
Pennsylvania
$167K +$8.73K +48 +6%
ANBT
714
American National Bank & Trust
Texas
$152K
WPWM
715
Western Pacific Wealth Management
Illinois
$151K
CMBA
716
C.M. Bidwell & Associates
Hawaii
$147K +$130K +714 New
CA
717
Clearstead Advisors
Ohio
$146K -$2.73K -15 -2%
RCM
718
Raleigh Capital Management
North Carolina
$141K +$11.5K +63 +10%
SS
719
Sunbelt Securities
Texas
$140K +$127K +698 New
WWM
720
Wolff Wiese Magana
California
$137K -$1.82K -10 -1%
AF
721
Allworth Financial
California
$134K +$42K +231 +56%
WT
722
Whittier Trust
California
$127K
FHA
723
First Horizon Advisors
Tennessee
$126K -$7.46K -41 -6%
EWA
724
EverSource Wealth Advisors
Alabama
$124K -$2.18K -12 -2%
UB
725
UMB Bank
Missouri
$121K -$546 -3 -0.5%