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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
1526
Aull & Monroe Investment Management
Alabama
$962K +$45.6K +500 +5%
PWPS
1527
Pinnacle Wealth Planning Services
Ohio
$962K -$71.8K -787 -7%
FUBT
1528
First United Bank & Trust
Maryland
$957K -$340K -3,725 -26%
AA
1529
Armis Advisers
Georgia
$949K +$59.9K +656 +7%
SA
1530
Sovran Advisors
California
$949K -$234K -2,561 -22%
CW
1531
CreativeOne Wealth
Kansas
$946K -$1.26M -13,787 -57%
PIP
1532
Peachtree Investment Partners
Florida
$943K -$249K -2,730 -21%
KCP
1533
Kera Capital Partners
California
$943K +$127K +1,389 +15%
FSA
1534
Franklin Street Advisors
North Carolina
$941K -$11.7K -128 -1%
AIA
1535
AssuredPartners Investment Advisors
Florida
$936K +$21.7K +238 +2%
WBCM
1536
Wilson & Boucher Capital Management
California
$933K -$38.9K -426 -4%
IA
1537
Integrity Alliance
Iowa
$932K -$33K -361 -3%
CP
1538
Capital Planning
Washington
$930K -$567K -6,208 -38%
TNBTD
1539
Trustmark National Bank Trust Department
Mississippi
$927K – – –
WA
1540
Waddell & Associates
Tennessee
$927K +$630K +6,907 +209%
BAAM
1541
Baker Avenue Asset Management
California
$927K -$357K -3,914 -28%
HL
1542
HeadInvest LLC
Maine
$926K +$3.92K +43 +0.4%
DWM
1543
Dynasty Wealth Management
Florida
$925K -$351K -3,842 -27%
SPWM
1544
Schrum Private Wealth Management
Florida
$925K -$197K -2,160 -19%
MC
1545
Martin & Co
Tennessee
$924K +$1.37K +15 +0.1%
OBGC
1546
O'Brien Greene & Co
Pennsylvania
$924K -$8.21K -90 -0.9%
WA
1547
Wealth Alliance
New York
$924K -$74.9K -821 -7%
CCT
1548
Chemung Canal Trust
New York
$922K -$14.2K -156 -2%
AG
1549
AlTi Global
New York
$920K -$38.6K -423 -4%
CWM
1550
Cranbrook Wealth Management
Michigan
$918K -$118K -1,295 -11%