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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1926
Navigoe Wealth Management
California
$734K
RAM
1927
Redmond Asset Management
Virginia
$733K +$4.45K +13 +0.6%
BFS
1928
Burkett Financial Services
South Carolina
$731K +$5.13K +15 +0.7%
CCA
1929
Clearwater Capital Advisors
Illinois
$731K +$68.5K +200 +11%
SAM
1930
Sompo Asset Management
Japan
$728K +$61.6K +180 +10%
BVP
1931
Bristlecone Value Partners
California
$727K
OC
1932
Oakworth Capital
Alabama
$727K +$30.1K +88 +5%
AWF
1933
Alpha Wealth Funds
Utah
$726K
UM
1934
Ulysses Management
New York
$724K +$685K +2,000 New
CICI
1935
Capital Investment Counsel Inc
North Carolina
$722K -$6.85K -20 -1%
WTB
1936
Washington Trust Bank
Washington
$720K
VCM
1937
Versant Capital Management
Arizona
$717K -$230K -672 -25%
EPW
1938
Evolve Private Wealth
California
$717K -$1.2M -3,508 -64%
TBT
1939
Texas Bank & Trust
Texas
$717K +$130K +380 +24%
ACM
1940
Armbruster Capital Management
New York
$716K -$1.03K -3 -0.2%
FMN
1941
Financial Management Network
California
$714K -$166K -485 -20%
PWM
1942
Paulson Wealth Management
Illinois
$713K +$14.7K +43 +2%
AWM
1943
Allen Wealth Management
North Carolina
$713K -$128K -375 -16%
LWMM
1944
Legacy Wealth Management (Mississippi)
Mississippi
$713K +$2.74K +8 +0.4%
ASA
1945
Axxion S.A.
Luxembourg
$713K +$674K +1,968 New
PG
1946
Prostatis Group
Maryland
$712K +$88.3K +258 +15%
SFG
1947
Strive Financial Group
Indiana
$709K -$1.53M -4,466 -70%
CWM
1948
Concentrum Wealth Management
California
$707K -$2.05K -6 -0.3%
TFIPS
1949
Towarzystwo Funduszy Inwestycyjnych PZU SA
$706K +$8.22K +24 +1%
RF
1950
Roxbury Financial
New Jersey
$705K +$1.71K +5 +0.3%