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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
401
Forvis Mazars Wealth Advisors
Missouri
$539K -$222K -9,210 -29%
MA
402
Mutual Advisors
Nebraska
$536K -$36.9K -1,531 -7%
OWP
403
Obermeyer Wealth Partners
Colorado
$536K -$30K -1,246 -5%
HIS
404
Horizon Investment Services
Indiana
$536K -$1.2K -50 -0.2%
SS
405
Sunbelt Securities
Texas
$534K -$78.1K -3,243 -13%
CHC
406
City Holding Co
West Virginia
$534K -$9.75K -405 -2%
SFM
407
Signet Financial Management
New Jersey
$534K +$19.9K +826 +4%
CA
408
Cullinan Associates
Kentucky
$533K +$22.7K +944 +5%
AUB
409
Atlantic Union Bankshares
Virginia
$530K -$181K -7,497 -26%
LGA
410
Lebenthal Global Advisors
New York
$525K +$51.2K +2,125 +11%
SRC
411
Sage Rhino Capital
California
$523K +$137K +5,672 +36%
WTC
412
WhitTier Trust Company
Nevada
$519K -$35.5K -1,475 -6%
BS
413
Boenning & Scattergood
Pennsylvania
$518K +$107K +4,459 +27%
MCM
414
Marathon Capital Management
Maryland
$517K +$74K +3,075 +17%
Cerity Partners
415
Cerity Partners
New York
$514K +$2.46K +102 +0.5%
PP
416
Paloma Partners
Connecticut
$511K -$206K -8,553 -29%
SAMC
417
Spectrum Asset Management (California)
California
$508K +$36.2K +1,503 +8%
WT
418
Whittier Trust
California
$507K -$18.3K -758 -4%
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$502K -$85.9K -3,569 -15%
Vanguard Capital Wealth Advisors
420
Vanguard Capital Wealth Advisors
Colorado
$500K +$474K +19,696 New
OHIS
421
Oak Harvest Investment Services
Texas
$493K +$487K +20,233 New
PA
422
PSI Advisors
Florida
$492K -$1.32K -55 -0.3%
KWM
423
Kingsview Wealth Management
Oregon
$491K +$3.18K +132 +0.7%
BAM
424
Berkshire Asset Management
Pennsylvania
$488K +$47.5K +1,974 +11%
IC
425
Investment Counsel
Michigan
$484K -$105K -4,346 -18%