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Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1951
Pzena Investment Management
New York
$293K +$11.9K +35 +4%
QPWM
1952
Quadrant Private Wealth Management
Pennsylvania
$293K +$285K +837 New
KCFA
1953
Key Client Fiduciary Advisors
New Jersey
$292K -$243K -715 -46%
WCM
1954
Washington Capital Management
Washington
$292K +$284K +835 New
DF
1955
Dunhill Financial
United Kingdom
$292K +$126K +370 +32%
MA
1956
MONECO Advisors
Connecticut
$291K +$24.1K +71 +9%
ZIC
1957
ZWJ Investment Counsel
Georgia
$290K -$68K -200 -19%
MCM
1958
Mitchell Capital Management
Kansas
$290K -$51K -150 -15%
BMWS
1959
Brady Martz Wealth Solutions
North Dakota
$290K -$12.2K -36 -4%
TFS
1960
Thoroughbred Financial Services
Tennessee
$290K -$3.4K -10 -1%
MMCM
1961
Murphy & Mullick Capital Management
New York
$289K +$13.6K +40 +5%
FWP
1962
Flatrock Wealth Partners
California
$289K +$281K +826 New
BFA
1963
Beaumont Financial Advisors
Massachusetts
$288K +$6.46K +19 +2%
AP
1964
Anchyra Partners
Georgia
$288K +$280K +822 New
CA
1965
CoreCap Advisors
Michigan
$287K +$150K +441 +116%
JIP
1966
Jaffetilchin Investment Partners
Florida
$287K -$33K -97 -11%
RWM
1967
Revisor Wealth Management
Ohio
$286K +$307K +902 New
BFG
1968
Beacon Financial Group
Texas
$286K +$16K +47 +6%
MBT
1969
Montecito Bank & Trust
California
$285K -$4.08K -12 -1%
SIC
1970
Salem Investment Counselors
North Carolina
$285K
XWL
1971
XXI Wealth LLC
Illinois
$285K +$276K +813 New
WOSD
1972
WFA of San Diego
California
$283K -$56.1K -165 -17%
HC
1973
Hendley & Co
Ohio
$283K -$129K -378 -32%
CFS
1974
Commonwealth Financial Services
West Virginia
$283K +$3.4K +10 +1%
HIA
1975
Harbor Investment Advisory
Maryland
$283K +$59.2K +174 +27%