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Name Holding Trade Value Shares
Change
Change in
Stake
KS
1451
Karpas Strategies
Connecticut
$1.18M
SP
1452
Symmetry Partners
Connecticut
$1.18M -$110K -1,063 -9%
ACM
1453
Argyle Capital Management
Pennsylvania
$1.18M
MC
1454
Martin & Co
Tennessee
$1.18M +$29.5K +285 +3%
ICM
1455
IMS Capital Management
Oregon
$1.17M +$11.7K +113 +1%
FANJ
1456
Financial Architects (New Jersey)
New Jersey
$1.17M +$20.3K +196 +2%
EVM
1457
Evelyn V. Moreno
$1.17M -$197K -1,907 -15%
AAM
1458
Ascension Asset Management
New York
$1.17M
FBA
1459
Front Barnett Associates
Illinois
$1.17M -$22.8K -220 -2%
EFM
1460
Eley Financial Management
Vermont
$1.17M +$1.1M +10,644 New
MCWS
1461
McKinley Carter Wealth Services
West Virginia
$1.17M -$560K -5,405 -34%
PAM
1462
Paradigm Asset Management
New York
$1.16M +$331K +3,200 +43%
TCOO
1463
Trust Company of Oklahoma
Oklahoma
$1.16M -$66.9K -646 -6%
MWA
1464
Meridian Wealth Advisors
Texas
$1.16M -$6.42K -62 -0.6%
CC
1465
Cadinha & Co
Hawaii
$1.16M
GHAM
1466
Gilman Hill Asset Management
Connecticut
$1.16M -$90.5K -874 -8%
MSFS
1467
Main Street Financial Solutions
Pennsylvania
$1.15M +$144K +1,391 +15%
FPB
1468
First PREMIER Bank
South Dakota
$1.15M -$4.45K -43 -0.4%
CWM
1469
Calamos Wealth Management
Illinois
$1.15M -$12.4K -120 -1%
KWMG
1470
King Wealth Management Group
Florida
$1.15M +$32.4K +313 +3%
CST
1471
Charles Schwab Trust
Nevada
$1.14M
GWM
1472
Geneos Wealth Management
Colorado
$1.14M +$70.3K +679 +7%
CPA
1473
Court Place Advisors
Maryland
$1.14M +$32.8K +317 +3%
IFWM
1474
Institute for Wealth Management
Colorado
$1.14M -$99.5K -961 -8%
SAG
1475
SageView Advisory Group
California
$1.13M +$1.07M +10,321 New