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Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
576
M.E. Allison & Co
Texas
$344K -$74.6K -1,600 -19%
PT
577
Plimoth Trust
Massachusetts
$339K – – –
PTC
578
Private Trust Company
Ohio
$339K -$18.4K -394 -5%
AWM
579
Aprio Wealth Management
Georgia
$339K +$322K +6,904 New
SRC
580
Sage Rhino Capital
California
$339K -$93 -2 -0%
CIAS
581
Capital Investment Advisory Services
North Carolina
$337K +$35K +751 +12%
PFA
582
Pure Financial Advisors
California
$334K +$90.1K +1,932 +40%
CCM
583
Canal Capital Management
Virginia
$333K – – –
DE
584
DV Equities
Illinois
$332K +$316K +6,770 New
GF
585
Gabelli Funds
New York
$332K – – –
V
586
ViaWealth
Kansas
$330K -$39K -836 -11%
ASC
587
Atalanta Sosnoff Capital
New York
$330K -$10.7K -230 -3%
EHC
588
Everett Harris & Co
California
$326K – – –
SFWA
589
Summit Financial Wealth Advisors
Louisiana
$321K – – –
DAS
590
Diversify Advisory Services
Utah
$320K -$6.34K -136 -2%
GC
591
Guggenheim Capital
Illinois
$319K -$92.9K -1,991 -23%
AIM
592
Advyzon Investment Management
Illinois
$319K +$303K +6,504 New
TWM
593
Thrive Wealth Management
Pennsylvania
$316K +$13.8K +295 +5%
DAS
594
Dynamic Advisor Solutions
Arizona
$315K -$57.5K -1,232 -16%
PP
595
PDS Planning
Ohio
$314K +$15.5K +333 +5%
AMIM
596
Aull & Monroe Investment Management
Alabama
$314K -$3.73K -80 -1%
PW
597
Potentia Wealth
California
$314K -$1.82K -39 -0.6%
MSA
598
Marino Stram & Associates
Massachusetts
$314K +$47 +1 +0%
RC
599
Rexford Capital
Texas
$313K – – –
ANTB
600
AMG National Trust Bank
Colorado
$312K +$9.38K +201 +3%