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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1176
Madison Wealth Management
Ohio
$359K – – –
SWM
1177
Shelton Wealth Management
Texas
$359K +$39.5K +168 +12%
CCMT
1178
CMT Capital Markets Trading
Germany
$359K +$365K +1,553 New
CFG
1179
Citizens Financial Group
Rhode Island
$358K – – –
SSWM
1180
Sheets Smith Wealth Management
North Carolina
$357K +$705 +3 +0.2%
AC
1181
ASB Consultores
Florida
$356K +$2.35K +10 +0.7%
ASFA
1182
All Season Financial Advisors
Colorado
$356K +$362K +1,540 New
GWS
1183
Glassman Wealth Services
Virginia
$355K +$39.7K +169 +12%
WSCM
1184
Wellington Shields Capital Management
New York
$353K -$129K -550 -27%
SC
1185
SouthState Corp
Florida
$353K -$39.5K -168 -10%
GCM
1186
Graham Capital Management
Connecticut
$350K -$143K -610 -29%
NB
1187
Nicolet Bankshares
Wisconsin
$350K +$77.5K +330 +28%
ISWM
1188
Independent Solutions Wealth Management
New York
$350K -$24.4K -104 -6%
CIC
1189
Crawford Investment Counsel
Georgia
$349K -$14.1K -60 -4%
CA
1190
CGN Advisors
Kansas
$349K +$75.9K +323 +27%
RIA
1191
Regal Investment Advisors
Michigan
$348K +$9.87K +42 +3%
FC
1192
FCA Corp
Texas
$347K – – –
SWA
1193
Stratos Wealth Advisors
Ohio
$347K +$31.5K +134 +10%
SBH
1194
Segall Bryant & Hamill
Illinois
$347K +$45.8K +195 +15%
BFM
1195
Boston Financial Management
Massachusetts
$347K +$117K +500 +50%
CS
1196
Cannell & Spears
New York
$346K +$352K +1,497 New
FPA
1197
First Pacific Advisors
California
$345K -$129K -550 -27%
SYBT
1198
Stock Yards Bank & Trust
Kentucky
$345K -$6.11K -26 -2%
IA
1199
IFG Advisory
Georgia
$345K +$10.8K +46 +3%
GC
1200
GFG Capital
Florida
$345K +$64.9K +276 +23%