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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1051
Strategic Investment Advisors
Michigan
$404K -$1.43M -6,220 -78%
MIM
1052
Montgomery Investment Management
Maryland
$403K -$10.4K -45 -3%
BAM
1053
Berkshire Asset Management
Pennsylvania
$402K +$30.2K +131 +8%
GWM
1054
Geneos Wealth Management
Colorado
$402K -$77.7K -337 -17%
WWM
1055
Western Wealth Management
Colorado
$401K +$231 +1 +0.1%
CAM
1056
Costello Asset Management
Pennsylvania
$401K
MJRIC
1057
Mogy Joel R Investment Counsel
California
$401K
TCM
1058
Tang Capital Management
California
$399K -$276K -1,199 -41%
FHC
1059
First Horizon Corporation
Tennessee
$398K +$389K +1,689 New
BEAM
1060
Baker Ellis Asset Management
Washington
$397K +$3K +13 +0.8%
WAP
1061
Wealthcare Advisory Partners
Pennsylvania
$397K -$6.69K -29 -2%
GC
1062
Garde Capital
Washington
$396K
Koshinski Asset Management
1063
Koshinski Asset Management
Illinois
$396K -$18.2K -79 -4%
OFS
1064
OneAscent Financial Services
Alabama
$394K -$303K -1,316 -44%
LFA
1065
Legacy Financial Advisors
Kentucky
$394K +$177K +766 +85%
SAG
1066
SageView Advisory Group
California
$394K -$22.6K -98 -6%
CG
1067
CFO4Life Group
Texas
$394K +$6.92K +30 +2%
CCFM
1068
Clear Creek Financial Management
Washington
$393K +$12.9K +56 +3%
PCM
1069
Pointe Capital Management
Michigan
$392K -$62.7K -272 -14%
WB
1070
Webster Bank
Connecticut
$391K
OTL
1071
Oak Thistle LLC
New York
$388K +$379K +1,646 New
EWM
1072
Empirical Wealth Management
Washington
$388K +$8.3K +36 +2%
LWM
1073
Lodestone Wealth Management
Washington
$388K +$2.31K +10 +0.6%
MFA
1074
Mayflower Financial Advisors
Massachusetts
$387K +$4.61K +20 +1%
CCA
1075
Checchi Capital Advisers
California
$383K -$35.7K -155 -9%