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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
376
Mengis Capital Management
Oregon
$726K -$1.34K -45 -0.2%
AWM
377
Apollon Wealth Management
South Carolina
$726K +$59.4K +1,996 +9%
PGWM
378
Pitti Group Wealth Management
New York
$725K – – –
CAG
379
Csenge Advisory Group
Florida
$722K -$10.4K -348 -1%
SCM
380
Shelton Capital Management
Colorado
$719K – – –
BCM
381
Birmingham Capital Management
Alabama
$715K – – –
KWM
382
Kingsview Wealth Management
Oregon
$713K -$32.1K -1,080 -4%
SBH
383
Segall Bryant & Hamill
Illinois
$713K +$25.4K +855 +4%
OBWG
384
Onyx Bridge Wealth Group
New York
$712K -$24.7K -831 -3%
PFO
385
Pathstone Family Office
New Jersey
$711K +$40.4K +1,356 +6%
WB
386
WesBanco Bank
West Virginia
$710K -$150K -5,037 -17%
SCM
387
Schnieders Capital Management
California
$699K +$728K +24,469 New
BL
388
BFSG LLC
California
$697K – – –
GAMC
389
Garner Asset Management Corp
Texas
$695K -$44.6K -1,500 -6%
IF
390
Intrua Financial
Texas
$693K +$1.16K +39 +0.2%
OPWM
391
Oxinas Partners Wealth Management
Indiana
$691K -$151K -5,076 -17%
PA
392
Profund Advisors
Maryland
$691K -$80.9K -2,718 -10%
HT
393
Heritage Trust
Oklahoma
$687K -$1.9K -64 -0.3%
BO
394
BRR OpCo
Ohio
$687K +$716K +24,060 New
GC
395
Garde Capital
Washington
$685K – – –
NSIM
396
North Star Investment Management
Illinois
$684K +$2.23K +75 +0.3%
SF
397
Synovus Financial
Georgia
$678K +$254K +8,546 +56%
AWE
398
Avidian Wealth Enterprises
Texas
$677K +$147K +4,950 +26%
PGIM
399
Pacific Global Investment Management
California
$675K +$10K +336 +1%
FFA
400
Founders Financial Alliance
North Carolina
$674K +$149K +4,998 +27%
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