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Name Holding Trade Value Shares
Change
Change in
Stake
SOS
1926
Silver Oak Securities
Tennessee
$294K +$267K +1,163 New
SMA
1927
Sage Mountain Advisors
Georgia
$292K -$332K -1,447 -55%
CANC
1928
Culbertson A N & Co
Virginia
$292K +$278K +1,210 New
SSW
1929
Smith Shellnut Wilson
Mississippi
$291K -$5.05K -22 -2%
TAM
1930
Trillium Asset Management
Massachusetts
$290K -$73.5K -320 -21%
AL
1931
ADE LLC
Maryland
$290K
KTA
1932
Keeley-Teton Advisors
Illinois
$290K
AWM
1933
Aries Wealth Management
Maine
$290K +$276K +1,200 New
OFG
1934
Omega Financial Group
California
$290K +$276K +1,200 New
CFS
1935
CRA Financial Services
New Jersey
$289K -$27.6K -120 -9%
TF
1936
Trek Financial
Arizona
$289K -$22.3K -97 -8%
SI
1937
Saxon Interests
Texas
$289K +$230 +1 +0.1%
DWM
1938
Destination Wealth Management
California
$288K -$41.4K -180 -13%
CWC
1939
Carolinas Wealth Consulting
North Carolina
$288K -$32.4K -141 -11%
KFC
1940
Klingenstein Fields & Co
New York
$288K
ME
1941
McIlrath & Eck
Washington
$288K +$230 +1 +0.1%
GAM
1942
Gemmer Asset Management
California
$288K +$2.07K +9 +0.8%
BRM
1943
Boston Research & Management
Massachusetts
$287K
WAS
1944
Wealth Advisory Solutions
Indiana
$287K +$272K +1,185 New
DAM
1945
Delta Asset Management
Tennessee
$285K
PL
1946
Parthenon LLC
Kentucky
$285K
FIB
1947
First Interstate Bank
Montana
$284K -$4.83K -21 -2%
ECM
1948
EagleClaw Capital Management
Massachusetts
$284K
SFG
1949
StrategIQ Financial Group
Indiana
$284K
RTS
1950
Round Table Services
New Jersey
$283K