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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
926
Baker Tilly Wealth Management
Wisconsin
$934K +$44.7K +1,495 +5%
AB
927
Atlas Brown
Kentucky
$932K +$34.3K +1,145 +4%
JSW
928
Journey Strategic Wealth
New Jersey
$929K +$343K +11,450 +55%
OPW
929
Oxler Private Wealth
New York
$925K +$10.4K +346 +1%
CFMC
930
Curbstone Financial Management Corp
New Hampshire
$924K -$17.2K -574 -2%
EWM
931
Evercore Wealth Management
New York
$919K -$81.8K -2,734 -8%
UCB
932
United Community Bank
South Carolina
$916K +$106K +3,545 +12%
LA
933
LVW Advisors
New York
$916K +$26.7K +893 +3%
TBC
934
Tweedy, Browne Co
Connecticut
$904K
FMI
935
Frec Markets Inc
California
$899K +$310K +10,353 +49%
CCM
936
Chiron Capital Management
Florida
$896K +$934K +31,217 New
BWA
937
Brave Warrior Advisors
New York
$893K
PI
938
PineBridge Investments
New York
$887K +$925K +30,899 New
VAG
939
VisionPoint Advisory Group
Texas
$885K +$122K +4,070 +15%
GIA
940
Gladstone Institutional Advisory
Florida
$885K -$55.9K -1,868 -6%
MIM
941
Miller Investment Management
Pennsylvania
$883K
IB
942
Intrust Bank
Kansas
$882K +$171K +5,726 +23%
WCM
943
Weik Capital Management
Pennsylvania
$881K
PFBT
944
Parkside Financial Bank & Trust
Missouri
$878K +$208K +6,964 +29%
OA
945
Oasis Advisors
Iowa
$876K +$913K +30,510 New
CCIA
946
Campbell & Co Investment Adviser
Maryland
$875K +$912K +30,480 New
WPW
947
Winthrop Partners - WNY
New York
$875K -$27K -903 -3%
Luther King Capital Management (LKCM)
948
Luther King Capital Management (LKCM)
Texas
$874K -$260K -8,703 -22%
AC
949
Apella Capital
Connecticut
$868K +$430K +14,353 +96%
SNBOSD
950
Security National Bank of So Dak
Iowa
$859K +$23.1K +772 +3%