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Name Holding Trade Value Shares
Change
Change in
Stake
MW
1926
Marcum Wealth
Ohio
$629K -$12.5K -108 -2%
BWM
1927
BCS Wealth Management
Tennessee
$629K -$13.3K -115 -2%
NFTC
1928
North Forty Two & Co
Oregon
$626K +$639K +5,531 New
SCM
1929
Stonebridge Capital Management
California
$625K
MAA
1930
Mraz Amerine & Associates
California
$625K -$53.7K -465 -8%
AC
1931
ASB Consultores
Florida
$623K +$19.1K +165 +3%
OC
1932
Oarsman Capital
Wisconsin
$623K +$3.47K +30 +0.5%
FB
1933
Finward Bancorp
Indiana
$622K +$636K +5,501 New
TGAM
1934
TBH Global Asset Management
Tennessee
$622K +$18.8K +163 +3%
PWM
1935
Prentice Wealth Management
New York
$621K +$40.3K +349 +7%
MMM
1936
Mendel Money Management
Illinois
$621K -$5.78K -50 -0.9%
GEA
1937
Glen Eagle Advisors
New Jersey
$620K +$244K +2,111 +63%
AMCA
1938
Arthur M. Cohen & Associates
Illinois
$620K
BP
1939
Broadleaf Partners
Ohio
$619K -$38.7K -335 -6%
WC
1940
Waterloo Capital
Texas
$619K -$85.2K -737 -12%
CWM
1941
Campbell Wealth Management
Virginia
$619K +$426K +3,684 +207%
CNB
1942
Camden National Bank
Maine
$618K -$42.5K -368 -6%
CH
1943
Cromwell Holdings
Wyoming
$617K +$17.9K +155 +3%
SSW
1944
Smith Shellnut Wilson
Mississippi
$617K +$74.1K +641 +13%
FBFS
1945
First Business Financial Services
Wisconsin
$616K
GJWM
1946
Gilliland Jeter Wealth Management
Arkansas
$612K +$43K +372 +7%
AWM
1947
Aprio Wealth Management
Georgia
$611K +$199K +1,724 +47%
HIS
1948
Harvest Investment Services
Illinois
$610K -$5.2K -45 -0.8%
EPIMS
1949
Evelyn Partners Investment Management Services
$610K +$623K +5,395 New
AFP
1950
Ausdal Financial Partners
Iowa
$610K +$289K +2,503 +87%