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Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
1276
Eagle Ridge Investment Management
Connecticut
$569K +$35.8K +195 +6%
TF
1277
TLWM Financial
Texas
$566K +$16.5K +90 +3%
SAM
1278
Shamrock Asset Management
Texas
$561K -$24K -131 -4%
OA
1279
Outfitter Advisors
Virginia
$557K -$9.18K -50 -2%
PWA
1280
Providence Wealth Advisors
Illinois
$555K +$613K +3,341 New
SOAMC
1281
Spirit of America Management Corp
New York
$554K
PFS
1282
Prospera Financial Services
Texas
$553K +$182K +991 +45%
DA
1283
Dillon & Associates
Michigan
$551K -$55.1K -300 -8%
CBB
1284
Citizens Business Bank
California
$551K -$7.34K -40 -1%
MWAC
1285
Mariner Wealth Advisors (Cincinnati)
Ohio
$550K -$19.5K -106 -3%
CAG
1286
Crestwood Advisors Group
Massachusetts
$549K -$64.8K -353 -10%
PNAA
1287
Pictet North America Advisors
Switzerland
$549K +$13.8K +75 +2%
AWM
1288
Altium Wealth Management
New York
$548K +$67.7K +369 +13%
FPFS
1289
First Personal Financial Services
North Carolina
$542K -$4.59K -25 -0.8%
FF
1290
Fluent Financial
Texas
$540K -$389K -2,118 -40%
LGC
1291
Laurel Grove Capital
California
$540K
CCA
1292
Conservest Capital Advisors
Pennsylvania
$537K
ATIA
1293
American Trust Investment Advisors
New Hampshire
$533K +$27K +147 +5%
BPCE
1294
Bank Pictet & Cie (Europe)
Germany
$531K +$37.6K +205 +7%
WA
1295
Wheatland Advisors
Pennsylvania
$528K
RC
1296
Roundview Capital
New Jersey
$527K +$568K +3,094 New
CCM
1297
Check Capital Management
California
$525K
Acadian Asset Management
1298
Acadian Asset Management
Massachusetts
$524K +$132K +718 +30%
CM
1299
Columbus Macro
Pennsylvania
$523K -$17.8K -97 -3%
SCM
1300
Southport Capital Management
Tennessee
$522K -$45.9K -250 -8%