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Name Holding Trade Value Shares
Change
Change in
Stake
VLC
926
Van Leeuwen & Company
New Jersey
$572K +$555K +3,336 New
PF
927
Phoenix Financial
Israel
$571K +$567K +3,404 New
CA
928
Continuum Advisory
Idaho
$570K -$6.66K -40 -1%
ITIM
929
Indiana Trust & Investment Management
Indiana
$569K -$2.33K -14 -0.4%
OIA
930
OneDigital Investment Advisors
Kansas
$568K +$54.1K +325 +11%
LWM
931
Laidlaw Wealth Management
New York
$567K -$2K -12 -0.4%
Fayez Sarofim & Co
932
Fayez Sarofim & Co
Texas
$564K -$27K -162 -5%
CT
933
Coastline Trust
Rhode Island
$564K
CA
934
Carson Advisory
Georgia
$564K -$39.1K -235 -7%
FW
935
FirstPurpose Wealth
Utah
$562K
IIC
936
Ironwood Investment Counsel
Arizona
$561K +$17.6K +106 +3%
WPC
937
Waters Parkerson & Co
Louisiana
$560K +$832 +5 +0.2%
OPOWM
938
One Plus One Wealth Management
Florida
$558K -$28.3K -170 -5%
BP
939
Ballentine Partners
Massachusetts
$557K -$4.83K -29 -0.9%
MA
940
Montag & Associates
Georgia
$556K +$7.49K +45 +1%
NCM
941
NCM Capital Management
New Jersey
$551K
RCM
942
RB Capital Management
Nevada
$548K +$18.3K +110 +4%
FWTB
943
First Western Trust Bank
Colorado
$546K +$14.5K +87 +3%
CFP
944
Catalyst Financial Partners
Massachusetts
$543K -$11.2K -67 -2%
ICG
945
InterOcean Capital Group
Tennessee
$538K +$291K +1,748 +125%
GIA
946
Guyasuta Investment Advisors
Pennsylvania
$536K -$33.3K -200 -6%
WEG
947
World Equity Group
Illinois
$535K -$239K -1,434 -40%
KA
948
KLCM Advisors
Wisconsin
$531K
WSCM
949
Wellington Shields Capital Management
New York
$530K
EW
950
Enzi Wealth
Texas
$530K +$541K +3,251 New