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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
951
Kingsview Wealth Management
Oregon
$6.1M +$65.1K +878 +1%
TAM
952
Trillium Asset Management
Massachusetts
$6.04M -$523K -7,050 -8%
AWM
953
Aprio Wealth Management
Georgia
$6.04M +$4.11M +55,425 +241%
JC
954
Jacobs & Co
California
$6.02M -$186K -2,500 -3%
WLPWM
955
Walled Lake Planning & Wealth Management
Illinois
$6.01M -$6.97K -94 -0.1%
LG
956
LaFleur & Godfrey
Michigan
$6.01M +$8.01K +108 +0.1%
ACM
957
Argyle Capital Management
Pennsylvania
$5.99M -$1.34K -18 -0%
PMIA
958
Patrick Mauro Investment Advisor
Illinois
$5.98M -$63.3K -853 -1%
1SB
959
1ST Source Bank
Indiana
$5.96M -$107K -1,437 -2%
NAM
960
NTV Asset Management
West Virginia
$5.95M +$19.7K +265 +0.3%
BDL
961
Banque de Luxembourg
Luxembourg
$5.95M -$414K -5,579 -7%
OLA
962
Oliver Luxxe Assets
New Jersey
$5.94M +$73.1K +985 +1%
YIH
963
Y-Intercept (HK)
Hong Kong
$5.92M -$4.33M -58,368 -43%
ACS
964
Archford Capital Strategies
Illinois
$5.92M +$370K +4,988 +7%
ISL
965
Ingalls & Snyder LLC
New York
$5.92M -$147K -1,981 -3%
ACM
966
Altrius Capital Management
North Carolina
$5.91M +$56.7K +764 +1%
BIG
967
Builder Investment Group
Georgia
$5.91M -$6.75K -91 -0.1%
CCP
968
Clarkston Capital Partners
Michigan
$5.91M -$74.2K -1,000 -1%
HIC
969
Holderness Investments Company
North Carolina
$5.88M -$96.1K -1,295 -2%
CA
970
CoreCap Advisors
Michigan
$5.87M +$13.3K +179 +0.2%
MIA
971
MainStreet Investment Advisors
Illinois
$5.86M -$676K -9,104 -11%
DCM
972
Donaldson Capital Management
Indiana
$5.85M -$67.7K -913 -1%
BOCM
973
Bontempo Ohly Capital Management
Maryland
$5.84M -$34.9K -471 -0.6%
RCA
974
Resonant Capital Advisors
Wisconsin
$5.82M +$163K +2,195 +3%
IWM
975
IHT Wealth Management
Illinois
$5.78M +$754K +10,168 +16%