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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1576
Poehling Capital Management
Wisconsin
$367K +$312K +842 New
KCM
1577
Kanawha Capital Management
Virginia
$366K
LPIC
1578
LeJeune Puetz Investment Counsel
Michigan
$366K
GA
1579
Geller Advisors
New York
$366K +$311K +840 New
Ninety One (UK)
1580
Ninety One (UK)
United Kingdom
$365K
CCMW
1581
Cypress Capital Management (Wyoming)
Wyoming
$364K
NNP
1582
Nachman Norwood & Parrott
South Carolina
$362K +$44.1K +119 +17%
AWM
1583
Aries Wealth Management
Maine
$362K +$51.9K +140 +20%
CBA
1584
Coastal Bridge Advisors
Connecticut
$358K +$33.3K +90 +12%
WP
1585
WealthShield Partners
North Carolina
$357K +$304K +821 New
NAS
1586
Nicolet Advisory Services
Wisconsin
$356K +$38.5K +104 +15%
AWE
1587
Avidian Wealth Enterprises
Texas
$355K -$11.9K -32 -4%
KFGK
1588
Keystone Financial Group (Kentucky)
Kentucky
$355K +$371 +1 +0.1%
AP
1589
Adero Partners
California
$354K +$42.6K +115 +16%
SWM
1590
SVA Wealth Management
Wisconsin
$353K -$4.82K -13 -2%
VWA
1591
Visionary Wealth Advisors
Illinois
$353K +$24.5K +66 +9%
MTC
1592
McDaniel Terry & Co
Texas
$352K +$11.1K +30 +4%
SB
1593
Sunflower Bank
Texas
$352K +$300K +809 New
ACA
1594
Atlas Capital Advisors
Wyoming
$352K +$70.4K +190 +31%
AAM
1595
Auxier Asset Management
Oregon
$351K -$37.1K -100 -11%
AF
1596
AtlasMark Financial
Texas
$348K
NJBEST
1597
New Jersey Better Educational Savings Trust
New Jersey
$348K
SHJ
1598
Sharkey, Howes & Javer
Colorado
$348K
ER
1599
Enlightenment Research
Florida
$348K +$296K +800 New
GAG
1600
GM Advisory Group
New York
$348K +$296K +800 New