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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1076
Graybill Wealth Management
Illinois
$499K
EWM
1077
Evercore Wealth Management
New York
$499K -$20.3K -53 -4%
BGAI
1078
Bruce G. Allen Investments
Colorado
$498K -$1.15K -3 -0.3%
CIA
1079
Caerus Investment Advisors
Texas
$497K +$451K +1,176 New
AWM
1080
Accurate Wealth Management
Florida
$490K +$26.1K +68 +6%
SFG
1081
Seamount Financial Group
Colorado
$490K -$38.3K -100 -8%
CA
1082
Crumly & Associates
Illinois
$489K -$85.5K -223 -16%
KSWWM
1083
Keyes Stange & Wooten Wealth Management
Florida
$487K -$1.15K -3 -0.3%
PT
1084
Plimoth Trust
Massachusetts
$486K -$8.44K -22 -2%
UCMOK
1085
United Capital Management of KS
Kansas
$485K +$8.44K +22 +2%
AC
1086
AlphaCore Capital
California
$485K +$70.2K +183 +19%
CFD
1087
Creative Financial Designs
Indiana
$484K
BWM
1088
BlackDiamond Wealth Management
New York
$482K -$15.3K -40 -3%
PTC
1089
Philadelphia Trust Company
Pennsylvania
$477K
CSB
1090
City State Bank
Iowa
$476K
NS
1091
NBC Securities
Alabama
$476K -$6.13K -16 -1%
WFMPM
1092
Woodley Farra Manion Portfolio Management
Indiana
$475K +$38.3K +100 +10%
KA
1093
Klingman & Associates
New York
$474K +$6.52K +17 +2%
NAS
1094
Nicolet Advisory Services
Wisconsin
$471K +$1.53K +4 +0.4%
CRI
1095
Colonial River Investments
Virginia
$470K -$19.9K -52 -4%
CFG
1096
Carr Financial Group
Massachusetts
$469K +$1.92K +5 +0.5%
SWM
1097
Sterling Wealth Management
Illinois
$469K +$383 +1 +0.1%
ACG
1098
Allen Capital Group
Nebraska
$468K -$1.53K -4 -0.4%
CT
1099
Coastline Trust
Rhode Island
$468K +$26.8K +70 +7%
SIG
1100
Sky Investment Group
Connecticut
$466K