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Name Holding Trade Value Shares
Change
Change in
Stake
Level Four Advisory Services
726
Level Four Advisory Services
Texas
$406K -$112K -2,918 -20%
WBWA
727
William B. Walkup & Associates
South Carolina
$405K +$14.3K +373 +3%
MMHP
728
Murphy Middleton Hinkle & Parker
Georgia
$404K – – –
Focus Financial Network
729
Focus Financial Network
Minnesota
$403K -$8.95K -233 -2%
IWA
730
IVC Wealth Advisors
Pennsylvania
$403K -$21K -548 -5%
BSTWA
731
Blake Schutter Theil Wealth Advisors
Ohio
$403K +$499 +13 +0.1%
LWL
732
Leo Wealth LLC
Texas
$400K -$260K -6,782 -37%
Pine Valley Investments
733
Pine Valley Investments
New Jersey
$399K -$61.6K -1,605 -12%
CHC
734
City Holding Co
West Virginia
$394K +$97.2K +2,532 +29%
HM Payson & Co
735
HM Payson & Co
Maine
$394K -$43.2K -1,124 -9%
Savvy Advisors Inc
736
Savvy Advisors Inc
New York
$392K -$30.3K -789 -7%
PCM
737
Perritt Capital Management
Illinois
$391K -$37.1K -967 -8%
LOAMS
738
Lombard Odier Asset Management (Switzerland)
Switzerland
$390K -$95.5K -2,486 -18%
VIM
739
VELA Investment Management
Ohio
$390K +$429K +11,160 New
ML
740
McAdam LLC
Pennsylvania
$387K +$461 +12 +0.1%
CB
741
Cadence Bank
Mississippi
$384K +$6.38K +166 +2%
SGI
742
Summit Global Investments
Utah
$382K +$420K +10,949 New
HWMO
743
Heritage Wealth Management (Ohio)
Ohio
$378K +$46.5K +1,210 +13%
KWM
744
Keebeck Wealth Management
Illinois
$378K +$19.7K +512 +5%
Mairs & Power Inc
745
Mairs & Power Inc
Minnesota
$377K -$31.4K -818 -7%
PI
746
Pettee Investors
Connecticut
$376K -$172K -4,485 -29%
WSC
747
Wellington Shields & Co
New York
$376K -$1.27K -33 -0.3%
SBIA
748
Sheaff Brock Investment Advisors
Indiana
$372K -$72.5K -1,887 -15%
WA
749
Wealth Architects
California
$371K +$408K +10,622 New
OFS
750
OMC Financial Services
New York
$371K – – –