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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1076
IMS Capital Management
Oregon
$251K -$3.69K -17 -1%
FA
1077
Fiducient Advisors
Illinois
$247K – – –
PL
1078
Parthenon LLC
Kentucky
$247K – – –
KPCM
1079
Kings Point Capital Management
New York
$247K +$35.6K +164 +16%
BCM
1080
Bayesian Capital Management
New York
$247K +$261K +1,200 New
OWM
1081
Orgel Wealth Management
Wisconsin
$247K +$286K +1,314 +110%
LJHT
1082
Laurie J. Hall Trustee
$246K – – –
BHWM
1083
Bar Harbor Wealth Management
New Hampshire
$245K -$196K -900 -43%
LWMM
1084
Legacy Wealth Management (Mississippi)
Mississippi
$243K – – –
VCM
1085
Vivaldi Capital Management
Illinois
$242K -$2.17K -10 -0.9%
FHC
1086
First Horizon Corporation
Tennessee
$239K +$1.52K +7 +0.6%
BW
1087
Bison Wealth
Georgia
$238K -$165K -758 -40%
CCM
1088
Carlson Capital Management
Minnesota
$237K -$18.3K -84 -7%
SAM
1089
Strategy Asset Managers
California
$236K +$26.1K +120 +12%
BCA
1090
Berman Capital Advisors
Georgia
$234K +$21.3K +98 +9%
GA
1091
Geller Advisors
New York
$233K +$435 +2 +0.2%
CCT
1092
Country Club Trust
Missouri
$233K +$32.6K +150 +15%
BFM
1093
Boothbay Fund Management
New York
$233K +$245K +1,129 New
TCM
1094
Tradewinds Capital Management
Washington
$232K – – –
KFP
1095
KB Financial Partners
New Jersey
$232K +$60.9K +280 +33%
IAIM
1096
International Assets Investment Management
Florida
$230K -$3.91M -17,969 -50%
PB
1097
Pinnacle Bancorp
Nebraska
$230K +$7.61K +35 +3%
PAMP
1098
Polar Asset Management Partners
Ontario, Canada
$229K -$513K -2,361 -68%
CAG
1099
Crestwood Advisors Group
Massachusetts
$229K – – –
BCWM
1100
Bartlett & Co Wealth Management
Ohio
$229K -$10K -46 -4%