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Name Holding Trade Value Shares
Change
Change in
Stake
CC
826
Courier Capital
New York
$271K – – –
DWM
827
Dakota Wealth Management
Florida
$271K – – –
RP
828
Riverwater Partners
Wisconsin
$269K +$288 +2 +0.1%
EPW
829
Evolve Private Wealth
California
$268K +$283K +1,966 New
DWA
830
Douglass Winthrop Advisors
New York
$265K – – –
FMII
831
Farmers & Merchants Investments Inc
Nebraska
$264K +$575 +4 +0.2%
FIA
832
Foundations Investment Advisors
Arizona
$264K -$11.1K -77 -4%
DAM
833
Delta Asset Management
Tennessee
$263K – – –
HWM
834
Hohimer Wealth Management
Washington
$261K – – –
BIM
835
Baldwin Investment Management
Pennsylvania
$260K – – –
AWM
836
Atticus Wealth Management
Florida
$259K +$3.88K +27 +1%
VA
837
VestGen Advisors
Illinois
$259K -$304K -2,113 -53%
SI
838
Sava Infond
Slovenia
$259K – – –
DA
839
Dash Acquisitions
California
$258K – – –
CIS
840
Continental Investors Services
Washington
$256K +$288 +2 +0.1%
JLBC
841
J.L. Bainbridge & Co
Florida
$253K – – –
HA
842
Huntleigh Advisors
Missouri
$250K -$17.8K -124 -6%
BWM
843
BlackDiamond Wealth Management
New York
$250K -$7.05K -49 -3%
SFA
844
Seneca Financial Advisors
New York
$249K – – –
WA
845
Wealth Alliance
New York
$246K -$15.1K -105 -5%
SSCA
846
South Shore Capital Advisors
Massachusetts
$245K +$259K +1,800 New
WC
847
Weil Company
California
$243K – – –
NWMG
848
National Wealth Management Group
Ohio
$241K -$308K -2,139 -55%
KP
849
Keel Point
Alabama
$240K -$3.6K -25 -1%
ATIA
850
American Trust Investment Advisors
New Hampshire
$239K +$26.6K +185 +12%