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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2326
Pursue Wealth Partners
California
$782K +$770K +5,461 New
SFGP
2327
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$782K -$57.2K -406 -7%
FNBOMD
2328
First National Bank of Mount Dora
Florida
$780K -$42.3K -300 -5%
SSWM
2329
Sheets Smith Wealth Management
North Carolina
$779K +$133K +942 +21%
PAG
2330
Powers Advisory Group
Illinois
$779K +$26.2K +186 +4%
WA
2331
Wealth Architects
California
$778K -$8.88K -63 -1%
RK
2332
Rather & Kittrell
Tennessee
$778K -$2.4K -17 -0.3%
WKWM
2333
Walter & Keenan Wealth Management
Indiana
$778K -$406K -2,879 -35%
CAM
2334
Chesapeake Asset Management
New York
$778K -$15.5K -110 -2%
TFIPS
2335
Towarzystwo Funduszy Inwestycyjnych PZU SA
$778K +$56.4K +400 +8%
AW
2336
Alteri Wealth
California
$777K -$145K -1,030 -16%
HCM
2337
Hodges Capital Management
Texas
$776K -$73.2K -519 -9%
AIS
2338
AM Investment Strategies
Tennessee
$776K +$47.6K +338 +7%
MSWM
2339
McGlone Suttner Wealth Management
Wisconsin
$776K -$13.7K -97 -2%
FFA
2340
Florida Financial Advisors
Florida
$773K +$9.73K +69 +1%
Hardman Johnston Global Advisors
2341
Hardman Johnston Global Advisors
Connecticut
$773K – – –
SIM
2342
Sentry Investment Management
Wisconsin
$773K -$52.6K -373 -7%
ESBC
2343
E.S. Barr & Co
Kentucky
$773K -$28.2K -200 -4%
4A
2344
4Wealth Advisors
Illinois
$773K -$115K -819 -13%
VAG
2345
VisionPoint Advisory Group
Texas
$772K +$495K +3,511 +187%
Calamos Wealth Management
2346
Calamos Wealth Management
Illinois
$771K -$166K -1,174 -18%
IGGA
2347
Iron Gate Global Advisors
Utah
$770K +$87K +617 +13%
CAM
2348
Cozad Asset Management
Illinois
$769K +$108K +766 +17%
MCM
2349
Mainstream Capital Management
California
$768K -$143K -1,012 -16%
FFC
2350
First Financial Corp
Indiana
$767K -$61.5K -436 -8%