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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1601
Phillips Wealth Planners
Mississippi
$805K +$40K +438 +6%
MIA
1602
MainStreet Investment Advisors
Illinois
$800K -$57.9K -634 -7%
OIMU
1603
Osmosis Investment Management UK
United Kingdom
$799K
FAM
1604
Formidable Asset Management
Ohio
$799K -$92.8K -1,017 -12%
GHAM
1605
Gilman Hill Asset Management
Connecticut
$799K -$95.6K -1,047 -11%
LCM
1606
Leisure Capital Management
California
$798K -$26.7K -292 -3%
FLI
1607
Family Legacy Inc
South Carolina
$797K
CRWM
1608
Castle Rock Wealth Management
California
$797K -$2.19K -24 -0.3%
CIA
1609
Citadel Investment Advisory
Ohio
$792K
RWM
1610
Riverchase Wealth Management
Texas
$790K +$794K +8,704 New
HCA
1611
Harbour Capital Advisors
Virginia
$787K
OFS
1612
Orrstown Financial Services
Pennsylvania
$786K +$50.4K +552 +7%
MFC
1613
Mechanics Financial Corp
Ohio
$782K +$19.8K +217 +3%
TL
1614
Tradewinds LLC
North Carolina
$781K +$44.5K +487 New
JSAM
1615
J. Safra Asset Management
New York
$779K +$19.6K +215 +3%
TCM
1616
Tradewinds Capital Management
Washington
$779K -$17.1K -187 -2%
FP
1617
Financial Perspectives
Minnesota
$777K
ACM
1618
Argyle Capital Management
Pennsylvania
$777K +$425K +4,660 +119%
GWP
1619
Gateway Wealth Partners
Wisconsin
$777K -$1.41M -15,431 -64%
EHAM
1620
Eagle Harbor Asset Management
Washington
$776K +$300K +3,284 +62%
ECM
1621
Estabrook Capital Management
New York
$775K -$11.1K -122 -1%
RWP
1622
Revolve Wealth Partners
New Jersey
$775K +$432K +4,737 +125%
CWM
1623
Connecticut Wealth Management
Connecticut
$775K -$76.3K -836 -9%
SEP
1624
Southland Equity Partners
Missouri
$770K +$24.3K +266 +3%
FHB
1625
First Hawaiian Bank
Hawaii
$767K