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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1901
Act Wealth Management
Texas
$229K +$199K +897 New
LCS
1902
Levin Capital Strategies
New York
$228K +$199K +894 New
PWA
1903
Phoenix Wealth Advisors
North Carolina
$227K
RGC
1904
Roberts, Glore & Co
Illinois
$227K +$198K +892 New
SVWAG
1905
Sound View Wealth Advisors Group
Georgia
$226K -$64.9K -292 -25%
CTB
1906
Country Trust Bank
Illinois
$226K +$44.5K +200 +29%
BL
1907
Balentine LLC
Georgia
$225K +$197K +885 New
CI
1908
CX Institutional
Indiana
$223K +$44.2K +199 +29%
DMC
1909
Drexel Morgan & Co
Pennsylvania
$223K +$194K +875 New
MA
1910
MJP Associates
Connecticut
$223K +$195K +876 New
RRWA
1911
Rainey & Randall Wealth Advisors
Florida
$222K +$194K +872 New
CWA
1912
Clearview Wealth Advisors
Oregon
$220K -$16K -72 -8%
GAM
1913
Gemmer Asset Management
California
$220K +$41.3K +186 +27%
TS
1914
Tamar Securities
California
$220K +$192K +864 New
TFA
1915
Teamwork Financial Advisors
Texas
$219K -$105K -472 -35%
GTAM
1916
Global Trust Asset Management
Florida
$219K +$154K +693 +413%
FFA
1917
Fi3 Financial Advisors
Indiana
$218K +$190K +854 New
AWM
1918
Atticus Wealth Management
Florida
$217K +$17.8K +80 +10%
CASB
1919
Cape Ann Savings Bank
Massachusetts
$217K +$189K +850 New
WAM
1920
Winslow Asset Management
Ohio
$217K +$189K +850 New
NDSI
1921
Newman Dignan & Sheerar Inc
Rhode Island
$216K +$189K +849 New
VCM
1922
Versant Capital Management
Arizona
$215K -$65.8K -296 -26%
TCM
1923
Telos Capital Management
California
$215K -$56.7K -255 -23%
TFGT
1924
TS Financial Group (TSFG)
Illinois
$215K -$17.6K -79 -9%
BFA
1925
Beacon Financial Advisory
Ohio
$215K +$188K +844 New