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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1151
AXS Investments
New York
$418K -$63.3K -413 -11%
PD
1152
Planning Directions
Pennsylvania
$418K
IIC
1153
Integrated Investment Consultants
Michigan
$415K -$1.84K -12 -0.3%
HNWAG
1154
High Net Worth Advisory Group
Florida
$415K +$11.5K +75 +2%
ACM
1155
Allred Capital Management
Texas
$414K
CWG
1156
Crown Wealth Group
North Carolina
$413K +$6.75K +44 +1%
CM
1157
Castleark Management
Illinois
$412K
SWA
1158
SFMG Wealth Advisors
Texas
$412K
DFA
1159
Delta Financial Advisors
Louisiana
$412K +$5.21K +34 +1%
UL
1160
Unionview LLC
Washington
$412K +$6.44K +42 +1%
QCG
1161
Quadrant Capital Group
Ohio
$412K +$56K +365 +12%
CA
1162
Clearstead Advisors
Ohio
$411K -$69K -450 -12%
EI
1163
Ethic Inc
New York
$411K +$71.6K +467 +16%
BBNB
1164
Baker Boyer National Bank
Washington
$410K -$307 -2 -0.1%
VWM
1165
Venturi Wealth Management
Texas
$410K +$98.5K +642 +23%
SOAMC
1166
Spirit of America Management Corp
New York
$406K
SBH
1167
Segall Bryant & Hamill
Illinois
$406K +$91.6K +597 +22%
Lazard Asset Management
1168
Lazard Asset Management
New York
$405K +$269K +1,756 +110%
PAI
1169
Pittenger & Anderson Inc
Nebraska
$403K -$76.7K -500 -13%
SIA
1170
Schechter Investment Advisors
Michigan
$402K +$233K +1,519 +84%
TSWM
1171
Triangle Securities Wealth Management
North Carolina
$401K -$38.3K -250 -7%
GIM
1172
Goelzer Investment Management
Indiana
$401K +$32.2K +210 +7%
BPM
1173
Bowling Portfolio Management
Ohio
$400K -$66.3K -432 -12%
CG
1174
Clarus Group
Texas
$399K -$18.4K -120 -4%
NB
1175
Nicolet Bankshares
Wisconsin
$399K -$2.45K -16 -0.5%