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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1201
Renaissance Investment Group
Massachusetts
$317K -$13.3K -50 -4%
VDC
1202
Van Diest Capital
Iowa
$317K +$321K +1,207 New
ZBNA
1203
Zions Bancorporation, National Association
Utah
$317K +$21.8K +82 +7%
FHC
1204
First Horizon Corporation
Tennessee
$316K -$41K -154 -11%
NAS
1205
Nicolet Advisory Services
Wisconsin
$315K +$8.26K +31 +3%
TP
1206
Tranquility Partners
Tennessee
$314K -$134K -504 -30%
MIP
1207
Marietta Investment Partners
Wisconsin
$313K -$2.13K -8 -0.7%
FA
1208
Faithward Advisors
Pennsylvania
$312K -$14.1K -53 -4%
LL
1209
LPWM LLC
Minnesota
$312K – – –
PL
1210
Parthenon LLC
Kentucky
$311K – – –
SWM
1211
SHP Wealth Management
Massachusetts
$310K +$314K +1,180 New
CFP
1212
Catalyst Financial Partners
Massachusetts
$308K +$43.4K +163 +16%
KF
1213
Ketron Financial
California
$307K +$312K +1,171 New
HG
1214
Harbor Group
New Hampshire
$307K – – –
CAMG
1215
CWA Asset Management Group
Florida
$307K -$146K -548 -32%
SCM
1216
Schnieders Capital Management
California
$306K – – –
SSW
1217
Smith Shellnut Wilson
Mississippi
$305K – – –
IA
1218
Insight Advisors
Pennsylvania
$305K – – –
WWM
1219
Western Wealth Management
Colorado
$304K -$10.9K -41 -3%
MG
1220
Mather Group
Illinois
$303K +$58.9K +221 +24%
SA
1221
SPWM Advisors
Michigan
$303K +$307K +1,154 New
OWCM
1222
One Wealth Capital Management
Arizona
$303K +$47.9K +180 +18%
WMA
1223
West Michigan Advisors
Michigan
$302K +$2.13K +8 +0.7%
DWM
1224
Daner Wealth Management
Georgia
$301K +$28K +105 +12%
A
1225
Argentarii
Ohio
$300K +$305K +1,144 New