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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1251
SSI Investment Management
California
$364K -$4.18K -106 -1%
RGC
1252
Roberts, Glore & Co
Illinois
$359K +$7.49K +190 +2%
NG
1253
Northstar Group
New York
$359K +$36.7K +930 +11%
MCWS
1254
McKinley Carter Wealth Services
West Virginia
$358K +$3.19K +81 +0.9%
NFG
1255
Nations Financial Group
Iowa
$356K +$39.1K +993 +12%
NA
1256
NewEdge Advisors
Louisiana
$356K +$362K +9,176 New
TTWM
1257
TCV Trust & Wealth Management
Virginia
$355K – – –
SAM
1258
Security Asset Management
New York
$351K – – –
WA
1259
WFG Advisors
Texas
$350K +$41.3K +1,048 +13%
SFS
1260
Sowell Financial Services
Arkansas
$349K +$14.5K +368 +4%
CAM
1261
Cypress Asset Management
Texas
$343K -$13.8K -350 -4%
WP
1262
WMS Partners
Maryland
$342K -$1.93K -49 -0.6%
PV
1263
Private Vista
Illinois
$342K +$23.7K +602 +7%
BAM
1264
Bruderman Asset Management
New York
$341K -$5.36K -136 -2%
AUB
1265
Atlantic Union Bankshares
Virginia
$340K +$3.98K +101 +1%
Koshinski Asset Management
1266
Koshinski Asset Management
Illinois
$339K +$41.9K +1,063 +14%
RS
1267
Robeco Schweiz
Switzerland
$338K – – –
TBA
1268
Train Babcock Advisors
New York
$336K – – –
DM
1269
Diker Management
New York
$335K – – –
QAM
1270
QCI Asset Management
New York
$334K +$34.5K +876 +11%
GC
1271
Gilbert & Cook
Iowa
$334K +$338K +8,568 New
GC
1272
Grimes & Company
Massachusetts
$333K +$15.8K +400 +5%
WA1
1273
Wimmer Associates 1
California
$331K +$39 +1 +0%
LNB
1274
Ledyard National Bank
$330K +$13.6K +345 +4%
KWMG
1275
King Wealth Management Group
Florida
$329K – – –