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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
Insight Advisors
Pennsylvania
$287K +$259K +2,007 New
NGA
1002
Naples Global Advisors
Florida
$287K +$268K +2,078 New
GC
1003
Gilbert & Cook
Iowa
$285K +$266K +2,062 New
CB
1004
Community Bank
New York
$284K
LTI
1005
Laffer Tengler Investments
Tennessee
$283K -$141K -1,092 -35%
CT
1006
Columbia Trust
Oregon
$283K
ACM
1007
Allred Capital Management
Texas
$283K +$24.6K +191 +10%
PCM
1008
Pointe Capital Management
Michigan
$281K -$2.19K -17 -0.8%
First Manhattan
1009
First Manhattan
New York
$281K -$1.55K -12 -0.6%
WCG
1010
Weaver Consulting Group
California
$281K +$262K +2,029 New
GWAG
1011
Garrett Wealth Advisory Group
Texas
$280K -$6.32K -49 -2%
WIA
1012
Westbourne Investment Advisors
Maryland
$280K +$261K +2,023 New
EFS
1013
Essex Financial Services
Connecticut
$278K -$380K -2,951 -60%
FAIM
1014
Financial Advocates Investment Management
Washington
$276K -$12.5K -97 -5%
WAM
1015
Wakefield Asset Management
Colorado
$276K +$257K +1,996 New
LWAC
1016
Laurel Wealth Advisors (California)
California
$274K -$77.1K -598 -23%
MA
1017
Montag & Associates
Georgia
$273K
PIM
1018
Penobscot Investment Management
Massachusetts
$273K
TNAM
1019
Terra Nova Asset Management
New York
$273K
SCM
1020
Spreng Capital Management
Ohio
$270K
ICP
1021
Interchange Capital Partners
Pennsylvania
$270K +$29.6K +230 +22%
SPWG
1022
Sage Private Wealth Group
Illinois
$269K -$11.6K -90 -4%
IAN
1023
Integrated Advisors Network
Texas
$269K +$14.8K +115 +6%
YIA
1024
YHB Investment Advisors
Connecticut
$268K
NNP
1025
Nachman Norwood & Parrott
South Carolina
$267K