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Name Holding Trade Value Shares
Change
Change in
Stake
CNB
901
Camden National Bank
Maine
$250K +$2.14K +16 +0.9%
C
902
CEDRUS
Colorado
$249K
EGA
903
Eagle Global Advisors
Texas
$247K
BFC
904
Blue Fin Capital
Rhode Island
$246K -$1.2K -9 -0.5%
PP
905
PDS Planning
Ohio
$245K -$5.34K -40 -2%
AA
906
Addison Advisors
Vermont
$245K +$8.95K +67 +4%
KFGK
907
Keystone Financial Group (Kentucky)
Kentucky
$245K
VWM
908
Venturi Wealth Management
Texas
$245K +$15.9K +119 +7%
RWP
909
Reliant Wealth Planning
Kentucky
$244K +$235K +1,761 New
CWM
910
Cornerstone Wealth Management
Missouri
$244K +$267 +2 +0.1%
PGFC
911
Peapack-Gladstone Financial Corp
New Jersey
$244K -$1.74K -13 -0.7%
B
912
Bailard
California
$244K
SWM
913
Silverlake Wealth Management
Vermont
$243K +$20K +150 +9%
CI
914
CX Institutional
Indiana
$243K +$11.8K +88 +5%
NG
915
Norden Group
Utah
$243K +$234K +1,749 New
FFG
916
Frisch Financial Group
New York
$242K +$1.07K +8 +0.5%
FL
917
Fort LP
Maryland
$241K -$20.2K -151 -8%
FMLI
918
Fukoku Mutual Life Insurance
Japan
$240K
FCP
919
Fidelis Capital Partners
Florida
$240K +$231K +1,731 New
VIM
920
Vinva Investment Management
Australia
$240K -$1.07M -7,991 -82%
PGIM
921
Pacific Global Investment Management
California
$238K -$3.74K -28 -2%
HIA
922
Harbor Investment Advisory
Maryland
$237K
PCMC
923
Private Capital Management (Colorado)
Colorado
$236K -$7.75K -58 -3%
DWM
924
Dechtman Wealth Management
Colorado
$236K +$134 +1 +0.1%
NPFS
925
Novak & Powell Financial Services
Florida
$232K +$134 +1 +0.1%