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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
701
Luther King Capital Management (LKCM)
Texas
$204K +$195K +23,250 New
NPF
702
Norris Perne & French
Michigan
$203K
TMAM
703
Tokio Marine Asset Management
Japan
$203K +$7.44K +889 +4%
ZF
704
Zhang Financial
Michigan
$202K +$20.9K +2,500 +12%
GFP
705
Gryphon Financial Partners
Ohio
$201K +$1.05K +125 +0.5%
FAN
706
Financial Advisors Network
California
$200K -$34.9K -4,171 -15%
VCM
707
Virtue Capital Management
Tennessee
$200K +$34.3K +4,095 +22%
BCP
708
Blue Chip Partners
Michigan
$199K -$7.88K -941 -4%
EGA
709
E&G Advisors
Texas
$199K +$190K +22,650 New
CSIC
710
Clifford Swan Investment Counsel
California
$198K -$88.5K -10,570 -32%
PA
711
PSI Advisors
Florida
$198K -$14.2K -1,700 -7%
GWM
712
Greenhouse Wealth Management
Connecticut
$198K +$188K +22,500 New
IIM
713
InTrack Investment Management
Vermont
$197K +$188K +22,450 New
JAFL
714
Jay A. Fishman Ltd
Michigan
$196K -$41.9K -5,000 -18%
PG
715
Prostatis Group
Maryland
$194K -$3.89K -465 -2%
CHA
716
Cooper/Haims Advisors
New York
$194K +$185K +22,085 New
GWM
717
Graybill Wealth Management
Illinois
$193K -$61.3K -7,325 -25%
CIAS
718
Capital Investment Advisory Services
North Carolina
$193K -$13.7K -1,634 -7%
E
719
Ergoteles
New York
$192K +$183K +21,800 New
CPO
720
Cerity Partners OCIO
New York
$191K -$19.9K -2,373 -10%
SG
721
StoneX Group
New York
$189K -$28.8K -3,445 -14%
CL
722
Choreo LLC
Illinois
$189K
SWM
723
Sugarloaf Wealth Management
Georgia
$189K
WIA
724
Wealthstreet Investment Advisors
Texas
$189K +$17.6K +2,100 +11%
CP
725
Camelot Portfolios
Ohio
$188K -$25 -3 -0%