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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1751
Concord Wealth Partners
Virginia
$355K -$7.71K -92 -2%
TC
1752
Trilogy Capital
California
$355K +$72.9K +869 +22%
LIM
1753
Loudon Investment Management
New Hampshire
$355K +$41.1K +490 +11%
WWM
1754
Windsor Wealth Management
Indiana
$354K -$9.64K -115 -2%
DDC
1755
DF Dent & Co
Maryland
$353K +$10.6K +126 +3%
PFBT
1756
Parkside Financial Bank & Trust
Missouri
$353K +$24.1K +287 +6%
CFO
1757
CVA Family Office
Colorado
$353K +$25.9K +309 +7%
HNWAG
1758
High Net Worth Advisory Group
Florida
$351K -$12.5K -149 -3%
IIM
1759
InTrack Investment Management
Vermont
$350K -$47.1K -562 -11%
CC
1760
Cannell & Co
New York
$349K – – –
GAM
1761
Grandview Asset Management
Pennsylvania
$348K +$168 +2 +0%
HC
1762
Hamilton Capital
Ohio
$348K +$34.9K +416 +10%
Loomis, Sayles & Company
1763
Loomis, Sayles & Company
Massachusetts
$346K -$6.54K -78 -2%
OFS
1764
OneAscent Financial Services
Alabama
$345K -$143K -1,710 -27%
OCM
1765
Orleans Capital Management
Louisiana
$344K -$56.6K -675 -13%
BFA
1766
Bragg Financial Advisors
North Carolina
$344K -$17.3K -206 -4%
GFS
1767
GYL Financial Synergies
Connecticut
$343K +$28.8K +344 +8%
FWSM
1768
First Wilshire Securities Management
California
$342K – – –
AC
1769
ASB Consultores
Florida
$342K -$70.7K -843 -15%
CWM
1770
Cadence Wealth Management
Massachusetts
$342K – – –
PAI
1771
Pittenger & Anderson Inc
Nebraska
$340K -$98.1K -1,170 -20%
KFP
1772
Keystone Financial Planning
Ohio
$340K -$62.7K -748 -14%
KLCM
1773
KG&L Capital Management
Louisiana
$339K -$3.94K -47 -1%
LIA
1774
Luken Investment Analytics
Tennessee
$339K – – –
WMA
1775
Wealth Management Associates
New Jersey
$339K +$10.5K +125 +3%