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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1101
Davidson Trust Company
Washington
$381K +$375K +2,287 New
PAM
1102
Peak Asset Management
Colorado
$380K
BWP
1103
BSW Wealth Partners
Colorado
$378K +$98.2K +599 +36%
WE
1104
Wealth Effects
Massachusetts
$377K
BRG
1105
Bay Rivers Group
Virginia
$377K -$20.5K -125 -5%
LAS
1106
LWM Advisory Services
Florida
$374K -$5.9K -36 -2%
OCM
1107
One Capital Management
California
$373K +$368K +2,243 New
FAM
1108
Fenimore Asset Management
New York
$373K
RPC
1109
Rossmore Private Capital
Connecticut
$373K -$18K -110 -5%
DA
1110
Dover Advisors
Virginia
$371K +$22.9K +140 +7%
PCA
1111
Peddock Capital Advisors
Massachusetts
$370K
CRC
1112
Curi RMB Capital
Illinois
$369K +$26.9K +164 +8%
BC
1113
Burney Company
Virginia
$368K +$362K +2,210 New
BSW
1114
Buckingham Strategic Wealth
Missouri
$367K
IEFM
1115
IQ EQ Fund Management
Ireland
$366K +$360K +2,196 New
CFA
1116
Compass Financial Advisors
Indiana
$364K -$1.97K -12 -0.5%
MBT
1117
Montecito Bank & Trust
California
$364K -$13.9K -85 -4%
OWP
1118
Obermeyer Wealth Partners
Colorado
$362K -$23.4K -143 -6%
CAM
1119
Campion Asset Management
Virginia
$362K
AWM
1120
Accurate Wealth Management
Florida
$361K +$19.7K +120 +6%
SG
1121
StoneX Group
New York
$359K +$109K +664 +44%
T
1122
TCWP
Ohio
$358K -$4.26K -26 -1%
IIA
1123
ICW Investment Advisors
Arizona
$358K +$48.5K +296 +16%
AAS
1124
Ameritas Advisory Services
Nebraska
$358K -$144K -878 -30%
AP
1125
Atwood & Palmer
Missouri
$357K