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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1326
AM Investment Strategies
Tennessee
$222K
LI
1327
LMCG Investments
Massachusetts
$221K -$1.06K -10 -0.5%
RIM
1328
Rockbridge Investment Management
New York
$221K
PPWM
1329
Perissos Private Wealth Management
Oklahoma
$221K +$211K +1,989 New
RMDI
1330
R.M. Davis Inc
Maine
$220K -$26.5K -250 -11%
AA
1331
Addison Advisors
Vermont
$220K
UFF
1332
USA Financial Formulas
Michigan
$220K -$102K -957 -33%
DWAM
1333
Duncan Williams Asset Management
Tennessee
$219K +$209K +1,967 New
PMFA
1334
Plante Moran Financial Advisors
Michigan
$219K +$9.76K +92 +5%
NI
1335
Natural Investments
California
$218K -$47.1K -444 -18%
OFO
1336
OneAscent Family Office
Alabama
$218K +$208K +1,965 New
CS
1337
Capital Square
Tennessee
$218K +$636 +6 +0.3%
LFM
1338
LGT Fund Management
Liechtenstein
$217K
BFA
1339
Bill Few Associates
Pennsylvania
$217K
LA
1340
LVW Advisors
New York
$217K +$207K +1,949 New
CICC
1341
Capital Investment Counsel (Colorado)
Colorado
$217K -$208K -1,961 -50%
HCM
1342
HMS Capital Management
Tennessee
$216K -$11.8K -111 -5%
FWM
1343
Forefront Wealth Management
Pennsylvania
$214K -$2.97K -28 -1%
NPF
1344
Norris Perne & French
Michigan
$213K +$204K +1,920 New
DS
1345
DRW Securities
Illinois
$213K -$229K -2,156 -53%
BAM
1346
Berkshire Asset Management
Pennsylvania
$213K +$212K +2,000 New
MAG
1347
Mayfair Advisory Group
Alabama
$212K +$202K +1,908 New
HWA
1348
Heartwood Wealth Advisors
Virginia
$212K -$10.6K -100 -5%
ACA
1349
Affinity Capital Advisors
California
$212K +$424 +4 +0.2%
LWM
1350
Laidlaw Wealth Management
New York
$211K +$202K +1,902 New