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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1626
CFO4Life Group
Texas
$544K +$11.3K +46 +2%
WPP
1627
Whalerock Point Partners
Rhode Island
$543K -$123K -500 -18%
CTA
1628
Colonial Trust Advisors
South Carolina
$543K – – –
MSCM
1629
McElhenny Sheffield Capital Management
Texas
$543K – – –
World Investment Advisors
1630
World Investment Advisors
California
$541K -$5.88K -24 -1%
CCA
1631
Childress Capital Advisors
Texas
$540K +$30.9K +126 +6%
UAML
1632
US Asset Management LLC
Pennsylvania
$539K – – –
NAS
1633
Nicolet Advisory Services
Wisconsin
$539K +$3.43K +14 +0.6%
SSG
1634
Summit Securities Group
New York
$538K -$1.48M -6,022 -73%
Circle Wealth Management
1635
Circle Wealth Management
New Jersey
$538K -$127K -518 -19%
BW
1636
Bison Wealth
Georgia
$537K -$5.15K -21 -0.9%
KWS
1637
Keystone Wealth Services
California
$535K -$51K -208 -9%
DF Dent & Co
1638
DF Dent & Co
Maryland
$535K – – –
LRIC
1639
Long Road Investment Counsel
Michigan
$535K – – –
PCMU
1640
Paragon Capital Management (Utah)
Utah
$534K +$537K +2,193 New
WCA
1641
Westover Capital Advisors
Delaware
$533K – – –
CQS
1642
Credential Qtrade Securities
$533K +$27.9K +114 +5%
HCM
1643
Howland Capital Management
Massachusetts
$532K +$133K +543 +33%
FAG
1644
Fortitude Advisory Group
Washington
$531K -$48K -196 -8%
FNC
1645
First National Corp
Massachusetts
$531K -$8.09K -33 -1%
LSPW
1646
Lake Street Private Wealth
Illinois
$531K +$4.41K +18 +0.8%
Aptus Capital Advisors
1647
Aptus Capital Advisors
Alabama
$531K +$46.6K +190 +10%
PMFA
1648
Plante Moran Financial Advisors
Michigan
$529K -$34.1K -139 -6%
NW
1649
Naviter Wealth
Arkansas
$528K +$532K +2,169 New
Advisors Capital Management
1650
Advisors Capital Management
New Jersey
$527K -$17.2K -70 -3%