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Name Holding Trade Value Shares
Change
Change in
Stake
EIC
2301
Equity Investment Corp
Georgia
$541K -$76.6M -1,244,102 -99%
OWA
2302
One Wealth Advisors
California
$541K +$109K +1,764 +25%
ZIG
2303
Zuckerman Investment Group
Illinois
$541K
NCM
2304
NCM Capital Management
New Jersey
$540K -$24.6K -400 -4%
RIM
2305
Reliant Investment Management
Tennessee
$539K
SCM
2306
Silvant Capital Management
Georgia
$539K
AIM
2307
Advyzon Investment Management
Illinois
$536K -$35.3K -574 -6%
CFA
2308
Cahill Financial Advisors
Minnesota
$536K +$10.8K +175 +2%
ACM
2309
Arcataur Capital Management
Wisconsin
$536K -$26.7K -434 -5%
GIA
2310
Guyasuta Investment Advisors
Pennsylvania
$536K
WAG
2311
Winthrop Advisory Group
Massachusetts
$535K -$33.6K -546 -6%
WRPWM
2312
Werba Rubin Papier Wealth Management
California
$535K -$69.4K -1,127 -11%
FMTC
2313
Farmers & Merchants Trust Company
California
$535K -$30.7K -499 -5%
CWA
2314
Clearview Wealth Advisors
Oregon
$534K -$15.6K -254 -3%
BWP
2315
BSW Wealth Partners
Colorado
$534K +$109K +1,776 +26%
TIM
2316
Tortoise Investment Management
New York
$534K -$23.9K -389 -4%
QFW
2317
QTR Family Wealth
Florida
$532K +$531K +8,625 New
POIA
2318
Pin Oak Investment Advisors
Texas
$531K +$37.6K +610 +8%
PMSA
2319
Patrick M. Sweeney & Associates
Illinois
$529K
VC
2320
Vestor Capital
Illinois
$528K -$14.3K -232 -3%
BTWM
2321
Brass Tax Wealth Management
Ohio
$527K +$29.6K +480 +6%
LA
2322
Lakeside Advisors
Washington
$525K -$79.7K -1,295 -13%
SPWG
2323
Sage Private Wealth Group
Illinois
$525K +$19.7K +320 +4%
APA
2324
Astoria Portfolio Advisors
New York
$525K -$216K -3,515 -27%
NIA
2325
NIA Impact Advisors
California
$525K +$14.8K +240 +3%