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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
801
Anchor Investment Management
South Carolina
$616K +$748K +1,548 New
GC
802
Gilbert & Cook
Iowa
$614K +$217K +448 +41%
WA
803
WPG Advisers
Maryland
$612K -$115K -237 -13%
VEM
804
Vann Equity Management
Texas
$610K +$740K +1,532 New
I
805
INVST
Indiana
$603K -$971K -2,009 -57%
BRPW
806
Ballast Rock Private Wealth
South Carolina
$597K
PAI
807
Pittenger & Anderson Inc
Nebraska
$597K
WW
808
Winnow Wealth
Texas
$597K -$16.4K -34 -2%
MYLI
809
Meiji Yasuda Life Insurance
Japan
$595K
DE
810
Diversified Enterprises
Delaware
$587K -$99.1K -205 -12%
EFMH
811
E Fund Management (HK)
Hong Kong
$585K +$229K +473 +47%
HSA
812
HBK Sorce Advisory
Pennsylvania
$580K +$116K +239 +24%
KeyBank National Association
813
KeyBank National Association
Ohio
$579K -$23.2K -48 -3%
MTC
814
Matrix Trust Company
Colorado
$579K +$297K +615 +73%
TCM
815
Tuttle Capital Management
Connecticut
$577K +$701K +1,450 New
WA
816
Wealth Alliance
New York
$573K -$126K -261 -15%
GAM
817
Groupama Asset Management
France
$572K +$695K +1,438 New
BCM
818
Bannerstone Capital Management
Minnesota
$564K +$8.7K +18 +1%
LI
819
LRI Investments
Florida
$563K -$75.4K -156 -10%
AAS
820
Annex Advisory Services
Wisconsin
$561K +$485K +1,004 +247%
UWS
821
Unique Wealth Strategies
Illinois
$560K +$207K +428 +44%
HNB
822
Huntington National Bank
Ohio
$554K +$11.6K +24 +2%
GSEP
823
Golden State Equity Partners
California
$553K +$395K +818 +143%
VWM
824
Venturi Wealth Management
Texas
$551K +$348K +719 +108%
BWM
825
Bluebird Wealth Management
Massachusetts
$550K -$53.6K -111 -7%