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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
2926
Live Oak Private Wealth
North Carolina
$1.01M +$210K +2,130 +22%
BIMC
2927
Benson Investment Management Company
Virginia
$1.01M
PA
2928
Probity Advisors
Texas
$1.01M +$21.5K +218 +2%
FWTB
2929
First Western Trust Bank
Colorado
$1.01M +$479K +4,851 +68%
DWM
2930
Denver Wealth Management
Colorado
$1M -$43.3K -438 -4%
CA
2931
Calton & Associates
Florida
$1M -$227K -2,297 -16%
NJBEST
2932
New Jersey Better Educational Savings Trust
New Jersey
$1M
EWS
2933
Evergreen Wealth Solutions
Pennsylvania
$1M +$49.1K +497 +4%
LSIA
2934
LaSalle St. Investment Advisors
Illinois
$1M +$1.18M +11,927 New
SGK
2935
Steigerwald Gordon & Koch
Virginia
$997K +$126K +1,280 +12%
KIG
2936
Kowal Investment Group
Wisconsin
$992K -$74.5K -754 -6%
PCM
2937
Pointe Capital Management
Michigan
$992K +$87.4K +885 +8%
ES
2938
Eagle Strategies
New York
$991K -$201K -2,032 -15%
FDS
2939
First Dallas Securities
Texas
$990K +$72.5K +734 +7%
PR
2940
Payden & Rygel
California
$989K +$46.4K +470 +4%
CWM
2941
Cedar Wealth Management
California
$989K -$134K -1,355 -10%
CWM
2942
Concentric Wealth Management
California
$988K -$90.4K -915 -7%
GF
2943
Gries Financial
Ohio
$987K +$155K +1,571 +15%
TCM
2944
Tributary Capital Management
Nebraska
$986K -$29.6K -300 -2%
XSC
2945
X-Square Capital
Puerto Rico
$984K -$39.7K -402 -3%
IA
2946
IAM Advisory
Pennsylvania
$984K +$38.6K +391 +3%
PCH
2947
PGIM Custom Harvest
New Jersey
$983K +$1.16M +11,706 New
GD
2948
Grandfield & Dodd
New York
$983K +$8.89K +90 +0.8%
WCWM
2949
Wooster Corthell Wealth Management
Connecticut
$983K -$8.4K -85 -0.7%
DDPIC
2950
Deroy & Devereaux Private Investment Counsel
Michigan
$982K +$247K +2,500 +27%