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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
951
IVC Wealth Advisors
Pennsylvania
$385K +$107K +2,200 +40%
MC
952
Mathes Company
New York
$385K -$24.4K -500 -6%
BHBT
953
Burke & Herbert Bank & Trust
Virginia
$384K – – –
JE
954
JMAC Enterprises
Pennsylvania
$384K -$288K -5,897 -44%
RFG Advisory
955
RFG Advisory
Alabama
$382K -$47.6K -975 -13%
Allworth Financial
956
Allworth Financial
California
$382K -$105K -2,143 -22%
MIP
957
Marietta Investment Partners
Wisconsin
$381K – – –
TW
958
Transform Wealth
Colorado
$379K -$230K -4,700 -38%
RIA
959
Richwood Investment Advisors
Ohio
$376K -$29.8K -609 -8%
MHS
960
M Holdings Securities
Oregon
$376K +$3.32K +68 +0.9%
Luther King Capital Management (LKCM)
961
Luther King Capital Management (LKCM)
Texas
$376K -$66K -1,352 -15%
NFG
962
Nations Financial Group
Iowa
$374K +$96.2K +1,970 +36%
SWA
963
Stratos Wealth Advisors
Ohio
$374K +$44.9K +920 +14%
ECM
964
Everence Capital Management
Indiana
$373K -$578K -11,830 -62%
JCM
965
J2 Capital Management
Michigan
$371K +$360K +7,363 New
MCWS
966
McKinley Carter Wealth Services
West Virginia
$371K +$51.8K +1,061 +17%
Bowen Hanes & Co
967
Bowen Hanes & Co
Florida
$370K -$119K -2,446 -25%
TFA
968
Transamerica Financial Advisors
Florida
$368K +$16.9K +345 +5%
SIA
969
Schechter Investment Advisors
Michigan
$367K -$34.1K -698 -9%
SFI
970
Siemens Fonds Invest
Germany
$367K -$41.5K -849 -10%
SFM
971
Signet Financial Management
New Jersey
$365K -$35.7K -730 -9%
Merit Financial Group
972
Merit Financial Group
Georgia
$358K +$81.2K +1,662 +30%
Freestone Capital Holdings
973
Freestone Capital Holdings
Washington
$358K -$7.62K -156 -2%
GC
974
Gilbert & Cook
Iowa
$358K +$5.37K +110 +2%
Fisher Asset Management
975
Fisher Asset Management
Washington
$357K -$162K -3,322 -32%