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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1476
Cornerstone Wealth Management
Missouri
$224K +$232K +1,532 New
FWP
1477
Forefront Wealth Partners
Texas
$223K -$8.16K -54 -3%
AT
1478
Avalon Trust
New Mexico
$223K -$75.7K -501 -25%
MAA
1479
Mraz Amerine & Associates
California
$221K -$18K -119 -7%
IWM
1480
IHT Wealth Management
Illinois
$220K -$32.8K -217 -13%
SEP
1481
Southland Equity Partners
Missouri
$220K +$15K +99 +7%
PPW
1482
Parcion Private Wealth
Washington
$220K +$227K +1,501 New
Dodge & Cox
1483
Dodge & Cox
California
$219K
BHA
1484
Beech Hill Advisors
New York
$219K
MPI
1485
Mairs & Power Inc
Minnesota
$218K
LSPW
1486
Lake Street Private Wealth
Illinois
$217K -$34.9K -231 -13%
RPC
1487
Rossmore Private Capital
Connecticut
$215K
DE
1488
Diversified Enterprises
Delaware
$215K +$1.81K +12 +0.8%
CAM
1489
Claret Asset Management
Quebec, Canada
$215K -$3.17K -21 -1%
PFBT
1490
Parkside Financial Bank & Trust
Missouri
$214K -$76.5K -506 -26%
MFS
1491
Miller Financial Services
Michigan
$213K +$220K +1,456 New
WIM
1492
Wittenberg Investment Management
Massachusetts
$213K
AA
1493
Armis Advisers
Georgia
$212K +$222K +1,466 New
GIA
1494
Gladstone Institutional Advisory
Florida
$212K +$219K +1,446 New
BHWM
1495
Bar Harbor Wealth Management
New Hampshire
$211K -$2.12K -14 -1%
PFM
1496
Patton Fund Management
Texas
$210K
NSAM
1497
North Star Asset Management
Wisconsin
$210K -$1.36K -9 -0.6%
MCM
1498
Manchester Capital Management
Vermont
$209K -$15.9K -105 -7%
GSEP
1499
Golden State Equity Partners
California
$209K +$216K +1,430 New
ICP
1500
Interchange Capital Partners
Pennsylvania
$209K +$216K +1,426 New