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Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
2476
Twin Lakes Capital Management
California
$385K +$734 +3 +0.2%
PMG
2477
ProVise Management Group
Florida
$385K -$13.2K -54 -3%
PFP
2478
Paragon Financial Partners
California
$384K – – –
APW
2479
Aurora Private Wealth
New Jersey
$384K +$978 +4 +0.3%
HI
2480
Human Investing
Oregon
$383K -$94.9K -388 -20%
HDA
2481
Harold Davidson & Associates
California
$383K – – –
TFIPS
2482
Towarzystwo Funduszy Inwestycyjnych PZU SA
$383K +$12.2K +50 +3%
AIFAIM
2483
American Institute for Advanced Investment Management
Arizona
$383K -$9.78K -40 -3%
EFG
2484
Embree Financial Group
Illinois
$382K +$2.94K +12 +0.8%
BA
2485
Baugh & Associates
Georgia
$380K – – –
WIC
2486
Willis Investment Counsel
Georgia
$380K -$1.22K -5 -0.3%
NI
2487
NDVR Inc
Massachusetts
$379K -$10.5K -43 -3%
JCM
2488
Jacobsen Capital Management
Utah
$378K +$42.6K +174 +13%
ACM
2489
Armbruster Capital Management
New York
$377K – – –
GAM
2490
Gemmer Asset Management
California
$376K -$78.5K -321 -18%
GSWM
2491
Golden State Wealth Management
California
$376K -$41.8K -171 -10%
JWM
2492
Jacksonville Wealth Management
Florida
$376K +$245 +1 +0.1%
Cohen & Steers
2493
Cohen & Steers
New York
$375K -$171K -698 -32%
HAS
2494
Horizon Advisory Services
New York
$375K – – –
KBG
2495
Kahn Brothers Group
New York
$375K – – –
V
2496
VeraBank
Texas
$374K -$11K -45 -3%
PSP
2497
Pacific Sage Partners
Washington
$373K – – –
GIM
2498
Guardian Investment Management
California
$373K -$220K -900 -38%
WPA
2499
West Paces Advisors
Georgia
$373K -$5.14K -21 -1%
FFA
2500
Fortune Financial Advisors
Kansas
$373K – – –