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Name Holding Trade Value Shares
Change
Change in
Stake
I
2326
InvesTrust
Oklahoma
$291K – – –
PAM
2327
Prodigy Asset Management
Nebraska
$290K – – –
SIC
2328
Sterling Investment Counsel
New York
$290K +$298K +1,027 New
GAM
2329
GEM Asset Management
Michigan
$290K -$20.6K -71 -7%
LI
2330
LRI Investments
Florida
$289K – – –
MWM
2331
Marion Wealth Management
Pennsylvania
$289K – – –
MTC
2332
McDaniel Terry & Co
Texas
$289K – – –
CPW
2333
Crestmont Private Wealth
Texas
$289K +$31K +107 +12%
LSPW
2334
Lake Street Private Wealth
Illinois
$289K -$9.28K -32 -3%
CASB
2335
Cape Ann Savings Bank
Massachusetts
$289K – – –
GPW
2336
Genesis Private Wealth
Virginia
$288K -$23.2K -80 -7%
CAM
2337
Concorde Asset Management
Michigan
$288K +$283K +975 New
JSL
2338
JT Stratford LLC
Georgia
$288K -$120K -413 -29%
OIM
2339
Oder Investment Management
California
$287K +$43.8K +151 +17%
DP
2340
Denver PWM
Colorado
$287K – – –
KFP
2341
Keener Financial Planning
Texas
$287K – – –
HCA
2342
Harbour Capital Advisors
Virginia
$287K -$33.6K -116 -11%
GF
2343
Gries Financial
Ohio
$287K +$295K +1,016 New
AWA
2344
A4 Wealth Advisors
North Carolina
$287K +$295K +1,016 New
MM
2345
MQS Management
New York
$286K +$83.5K +288 +40%
AWM
2346
Abound Wealth Management
Tennessee
$285K +$14.8K +51 +5%
ASC
2347
Atalanta Sosnoff Capital
New York
$285K – – –
AWM
2348
Ariadne Wealth Management
California
$285K -$54.5K -188 -18%
HPBT
2349
Hickory Point Bank & Trust
Illinois
$285K -$13.1K -45 -4%
JCM
2350
Jacobsen Capital Management
Utah
$285K -$1.16K -4 -0.4%