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Name Holding Trade Value Shares
Change
Change in
Stake
MLL
876
Moody Lynn & Lieberson
Massachusetts
$484K – – –
RA
877
RFG Advisory
Alabama
$483K -$18.2K -91 -4%
CF
878
Copperwynd Financial
Arizona
$480K -$11.4K -57 -2%
MIM
879
Moseley Investment Management
Florida
$478K +$14.4K +72 +3%
MS
880
Madden Securities
Texas
$478K +$478K +2,390 New
AFG
881
Albion Financial Group
Utah
$474K +$45K +225 +10%
CIC
882
Crawford Investment Counsel
Georgia
$469K – – –
BOM
883
Bank of Marin
California
$466K -$7.99K -40 -2%
WI
884
Wintrust Investments
Illinois
$465K +$7.99K +40 +2%
LOAME
885
Lombard Odier Asset Management (Europe)
United Kingdom
$464K +$464K +2,322 New
PCA
886
Peddock Capital Advisors
Massachusetts
$463K -$1.2K -6 -0.3%
SS
887
Simplicity Solutions
Minnesota
$463K +$85.9K +430 +23%
WG
888
Winton Group
United Kingdom
$458K +$458K +2,294 New
ATC
889
Argent Trust Co
Tennessee
$451K – – –
IFO
890
Independent Family Office
New York
$451K – – –
SWA
891
SFMG Wealth Advisors
Texas
$451K +$44K +220 +11%
MJP
892
Michael J. Puzo
$450K – – –
VCA
893
Verdence Capital Advisors
Maryland
$450K +$7.19K +36 +2%
CP
894
Covenant Partners
Tennessee
$447K -$23K -115 -5%
PWMG
895
Prestige Wealth Management Group
New Jersey
$447K +$20K +100 +5%
CC
896
Cedar Capital
Illinois
$447K +$91.5K +458 +26%
BHWM
897
Bar Harbor Wealth Management
New Hampshire
$445K -$132K -660 -23%
LL
898
LPWM LLC
Minnesota
$437K – – –
XWM
899
Xcel Wealth Management
Florida
$435K – – –
CGL
900
Clarius Group LLC
Washington
$434K -$4.4K -22 -1%