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Name Holding Trade Value Shares
Change
Change in
Stake
UF
1601
Univest Financial
Pennsylvania
$316K +$292K +443 New
CFA
1602
CWS Financial Advisors
Michigan
$315K +$38.2K +58 +15%
FCG
1603
Fielder Capital Group
Tennessee
$314K -$34.9K -53 -11%
CWMG
1604
Compass Wealth Management (Georgia)
Georgia
$314K – – –
First Manhattan
1605
First Manhattan
New York
$314K +$290K +440 New
SB
1606
Sunflower Bank
Texas
$313K -$25.7K -39 -8%
AWM
1607
Avior Wealth Management
Nebraska
$311K +$23.7K +36 +9%
EA
1608
Ellsworth Advisors
Ohio
$310K +$306K +465 New
OE
1609
OFS Enterprise
Nebraska
$310K +$2.64K +4 +0.9%
RWC
1610
Rare Wolf Capital
Washington
$309K -$4.61K -7 -2%
PAI
1611
Pittenger & Anderson Inc
Nebraska
$309K +$39.5K +60 +16%
BOPW
1612
Brandywine Oak Private Wealth
Pennsylvania
$309K – – –
OWM
1613
OneAscent Wealth Management
Alabama
$308K -$27K -41 -9%
EP
1614
EPIQ Partners
Minnesota
$308K – – –
MGAM
1615
McGowan Group Asset Management
Texas
$307K – – –
BW
1616
Basepoint Wealth
Iowa
$305K -$50.1K -76 -15%
KFA
1617
Krane Funds Advisors
New York
$305K -$1.32K -2 -0.5%
Aristotle Capital Management
1618
Aristotle Capital Management
California
$305K +$281K +427 New
MA
1619
MW Advisory
Georgia
$304K +$281K +426 New
MIC
1620
Means Investment Company
Maine
$303K +$1.32K +2 +0.5%
GAB
1621
German American Bancorp
Indiana
$303K – – –
RPWA
1622
Regent Peak Wealth Advisors
Georgia
$303K +$3.29K +5 +1%
CFS
1623
Commonwealth Financial Services
West Virginia
$303K +$3.29K +5 +1%
WF
1624
WealthPoint Financial
North Carolina
$302K – – –
VWA
1625
Visionary Wealth Advisors
Illinois
$301K -$1.98K -3 -0.7%