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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1501
Moseley Investment Management
Florida
$922K -$164K -1,551 -14%
CHJWM
1502
Carlton Hofferkamp & Jenks Wealth Management
Texas
$921K -$26.6K -252 -3%
B
1503
Birchbrook
Maine
$920K -$106 -1 -0%
1C
1504
111 Capital
France
$918K +$1.01M +9,529 New
Sax Wealth Advisors
1505
Sax Wealth Advisors
New Jersey
$917K -$342K -3,239 -29%
KCPG
1506
Kavar Capital Partners Group
Kansas
$916K -$4.33K -41 -0.4%
BC
1507
Bridgefront Capital
Texas
$915K +$1M +9,489 New
MC
1508
Middleton & Co
Massachusetts
$913K -$59.6K -564 -6%
HCP
1509
Holt Capital Partners
Texas
$909K -$41.7K -395 -4%
JAG
1510
Journey Advisory Group
Kentucky
$906K -$88.6K -838 -8%
Focus Financial Network
1511
Focus Financial Network
Minnesota
$899K -$77.5K -733 -7%
HIC
1512
Hartline Investment Corp
Illinois
$897K – – –
Quotient Wealth Partners
1513
Quotient Wealth Partners
Texas
$896K +$13K +123 +1%
BCG
1514
Breakwater Capital Group
New Jersey
$896K -$30.2K -286 -3%
WA
1515
Westfuller Advisors
New York
$895K -$12.5K -118 -1%
NFG
1516
Nations Financial Group
Iowa
$895K -$23.6K -223 -2%
TW
1517
TritonPoint Wealth
Maryland
$894K -$53.8K -509 -5%
SDAM
1518
Shulman DeMeo Asset Management
New York
$894K +$528 +5 +0.1%
Verition Fund Management
1519
Verition Fund Management
Connecticut
$893K -$8.04M -76,034 -89%
Forum Financial Management
1520
Forum Financial Management
Illinois
$893K -$2.64M -24,943 -73%
LC
1521
LCNB Corp
Ohio
$892K +$23.4K +221 +2%
MLL
1522
Moody Lynn & Lieberson
Massachusetts
$892K -$36K -341 -4%
TCBWMS
1523
Texas Capital Bank Wealth Management Services
Texas
$890K +$9.51K +90 +1%
BFA
1524
Beacon Financial Advisory
Ohio
$889K -$24.8K -235 -2%
RMAM
1525
Raab & Moskowitz Asset Management
New Jersey
$889K -$288K -2,724 -23%