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Name Holding Trade Value Shares
Change
Change in
Stake
MIC
751
Meridian Investment Counsel
California
$335K – – –
WSCM
752
Wellington Shields Capital Management
New York
$335K – – –
LS
753
Livforsakringsbolaget Skandia
Sweden
$334K +$34.2K +389 +12%
MWP
754
Meriwether Wealth & Planning
Louisiana
$333K -$4.22K -48 -1%
RFS
755
Richardson Financial Services
Massachusetts
$333K -$8.8K -100 -3%
JIC
756
Johnson Investment Counsel
Ohio
$330K +$22.9K +260 +8%
JHCP
757
Jackson Hole Capital Partners
Oklahoma
$330K – – –
SFS
758
Sowell Financial Services
Arkansas
$330K +$28.6K +325 +10%
TWP
759
Triad Wealth Partners
Kansas
$328K +$309K +3,518 New
Group One Trading
760
Group One Trading
Illinois
$328K -$373K -4,235 -55%
TBT
761
Texas Bank & Trust
Texas
$327K -$2.64K -30 -0.8%
SAM
762
Summit Asset Management
Tennessee
$326K – – –
OFO
763
OneAscent Family Office
Alabama
$324K -$11.7K -133 -4%
AWM
764
Aprio Wealth Management
Georgia
$322K +$38.4K +436 +14%
ADL
765
Asset Dedication LLC
California
$322K -$126K -1,437 -29%
SWM
766
SeaCrest Wealth Management
New York
$322K +$293K +3,327 New
GIA
767
Gateway Investment Advisers
Ohio
$321K +$3.25K +37 +1%
TI
768
Trexquant Investment
Connecticut
$320K +$12.4K +141 +4%
PA
769
Pinnacle Associates
New York
$320K -$3.78K -43 -1%
FPWM
770
FSB Premier Wealth Management
Iowa
$319K -$24.6K -280 -8%
MCM
771
MAI Capital Management
Ohio
$318K +$51.5K +586 +21%
FFWA
772
FRG Family Wealth Advisors
Washington
$316K – – –
PIA
773
Pinion Investment Advisors
Kansas
$316K -$20.8K -236 -7%
OFS
774
OneAscent Financial Services
Alabama
$315K -$246K -2,801 -45%
LFA
775
Legacy Financial Advisors
Kentucky
$311K -$83.3K -947 -22%