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Name Holding Trade Value Shares
Change
Change in
Stake
I
1026
IMPACTfolio
Colorado
$570K – – –
MA
1027
MKT Advisors
California
$565K – – –
CFD
1028
Creative Financial Designs
Indiana
$562K -$20.8K -91 -4%
NRS
1029
Neville Rodie & Shaw
New York
$555K – – –
MC
1030
Mathes Company
New York
$554K +$511K +2,235 New
TIA
1031
Tiemann Investment Advisors
California
$552K – – –
AWM
1032
Avior Wealth Management
Nebraska
$546K – – –
GIA
1033
Gladstone Institutional Advisory
Florida
$544K -$25.2K -110 -5%
LSA
1034
Lion Street Advisors
Texas
$544K +$21.1K +92 +4%
NHT
1035
New Hampshire Trust
New Hampshire
$544K -$13.7K -60 -3%
ZIM
1036
Zacks Investment Management
Illinois
$544K +$291K +1,272 +138%
RMC
1037
Resources Management Corp
Connecticut
$543K +$444K +1,942 +777%
KWA
1038
Kingswood Wealth Advisors
California
$542K +$500K +2,186 New
LFA
1039
Laraway Financial Advisors
Minnesota
$542K -$22.9K -100 -4%
SGCA
1040
Steel Grove Capital Advisors
Tennessee
$541K +$50.3K +220 +11%
MCM
1041
MV Capital Management
Maryland
$539K +$4.81K +21 +1%
1SB
1042
1ST Source Bank
Indiana
$536K -$37.5K -164 -7%
MHIC
1043
Marble Harbor Investment Counsel
Massachusetts
$533K – – –
HI
1044
Harbour Investments
Wisconsin
$532K +$15.6K +68 +3%
JIP
1045
Jaffetilchin Investment Partners
Florida
$531K +$1.6K +7 +0.3%
GPA
1046
Guerra Pan Advisors
New Jersey
$529K +$101K +442 +26%
OAM
1047
Ostrum Asset Management
France
$529K +$229 +1 +0%
PA
1048
Probity Advisors
Texas
$528K +$487K +2,129 New
NL
1049
NWAM LLC
Washington
$527K +$162K +710 +50%
NCM
1050
Narwhal Capital Management
Georgia
$526K – – –