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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1751
Groesbeck Investment Management
New Jersey
$602K
MKA
1752
M. Kulyk & Associates
Georgia
$602K +$41.3K +66 +7%
SCM
1753
Southport Capital Management
Tennessee
$601K -$666K -1,066 -50%
GAB
1754
German American Bancorp
Indiana
$595K
WAOI
1755
Wealth Advisors of Iowa
Iowa
$594K
KWMG
1756
King Wealth Management Group
Florida
$593K -$3.13K -5 -0.5%
HHGA
1757
Halbert Hargrove Global Advisors
California
$592K +$3.75K +6 +0.6%
QCM
1758
Quest Capital Management
Texas
$592K +$68.1K +109 +12%
PAM
1759
Premier Asset Management
Illinois
$591K -$294K -470 -31%
VF
1760
Vista Finance
Missouri
$590K +$651K +1,041 New
AWM
1761
Atticus Wealth Management
Florida
$588K -$172K -275 -21%
OL
1762
Optas LLC
Texas
$585K -$10.6K -17 -2%
CSIC
1763
Clifford Swan Investment Counsel
California
$585K +$2.5K +4 +0.4%
APC
1764
Aspire Private Capital
North Carolina
$581K -$1.88K -3 -0.3%
ZIMP
1765
Zimmermann Investment Management & Planning
Pennsylvania
$581K +$640K +1,024 New
SEIA
1766
Signature Estate & Investment Advisors
California
$577K +$26.9K +43 +4%
BZWA
1767
Blue Zone Wealth Advisors
California
$577K +$28.8K +46 +5%
BS
1768
Boenning & Scattergood
Pennsylvania
$577K +$65.6K +105 +12%
SRC
1769
Sage Rhino Capital
California
$576K +$4.38K +7 +0.7%
UBV
1770
United Bank (Virginia)
Virginia
$574K +$7.5K +12 +1%
OWM
1771
OneAscent Wealth Management
Alabama
$572K +$630K +1,008 New
DBT
1772
Dubuque Bank & Trust
Iowa
$570K -$4.38K -7 -0.7%
AFG
1773
Allegheny Financial Group
Pennsylvania
$569K
EA
1774
Emerald Advisers
Pennsylvania
$563K
OCPWS
1775
One Charles Private Wealth Services
Massachusetts
$562K -$1.88K -3 -0.3%