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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1526
Freedom Investment Management
Connecticut
$13.9M -$2.46M -22,510 -16%
Kayne Anderson Rudnick Investment Management
1527
Kayne Anderson Rudnick Investment Management
California
$13.9M +$286K +2,625 +2%
MAA
1528
Matrix Asset Advisors
New York
$13.9M -$103K -941 -0.8%
RWB
1529
RMR Wealth Builders
New Jersey
$13.9M +$10.9M +99,892 +507%
1W
1530
1776 Wealth
Georgia
$13.8M -$542K -4,963 -4%
BCM
1531
Barometer Capital Management
Ontario, Canada
$13.8M -$7.74M -70,900 -37%
TCOO
1532
Trust Company of Oklahoma
Oklahoma
$13.8M +$13M +119,047 New
ANRIA
1533
American National Registered Investment Advisor
Texas
$13.8M -$925K -8,475 -7%
BRA
1534
Biechele Royce Advisors
Indiana
$13.7M -$857K -7,854 -6%
UAS
1535
United Asset Strategies
New York
$13.7M -$1.72M -15,797 -12%
NC
1536
NBW Capital
Massachusetts
$13.7M -$371K -3,396 -3%
LP
1537
LMR Partners
United Kingdom
$13.7M +$12.9M +118,438 New
GFS
1538
GYL Financial Synergies
Connecticut
$13.7M +$36.1K +331 +0.3%
CAG
1539
Csenge Advisory Group
Florida
$13.7M -$2.59M -23,763 -16%
THWM
1540
Taylor Hoffman Wealth Management
Virginia
$13.7M -$2.92M -26,782 -19%
BO
1541
Bank OZK
Arkansas
$13.7M -$1.89M -17,352 -13%
CWA
1542
Clarity Wealth Advisors
California
$13.6M -$113K -1,035 -0.9%
SMG
1543
Spectrum Management Group
Indiana
$13.6M -$2.21M -20,228 -15%
ARMC
1544
American Research & Management Company
Massachusetts
$13.6M -$565K -5,182 -4%
WC
1545
Weil Company
California
$13.6M -$386K -3,534 -3%
CPA
1546
Capital Planning Advisors
California
$13.6M +$744K +6,822 +6%
TWMP
1547
Taylor Wealth Management Partners
Massachusetts
$13.6M +$24.3K +223 +0.2%
FFA
1548
Founders Financial Alliance
North Carolina
$13.5M +$12.6M +115,739 New
OSNBOA
1549
Old Second National Bank of Aurora
Illinois
$13.5M -$517K -4,735 -4%
FHC
1550
First Heartland Consultants
Missouri
$13.5M -$500K -4,580 -4%