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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1251
Trillium Asset Management
Massachusetts
$818K -$15.3K -105 -2%
WPA
1252
Winning Points Advisors
Florida
$813K
AMG
1253
Asset Management Group
Connecticut
$804K -$35K -241 -4%
MCM
1254
Maryland Capital Management
Maryland
$802K +$23.7K +163 +3%
JWA
1255
JFS Wealth Advisors
Pennsylvania
$799K -$5.96K -41 -0.7%
EGA
1256
E&G Advisors
Texas
$798K +$259K +1,778 +49%
SGM
1257
Skye Global Management
Florida
$798K +$791K +5,439 New
4IG
1258
440 Investment Group
Kansas
$797K -$213K -1,464 -21%
TCM
1259
Texan Capital Management
Texas
$796K
CFP
1260
Cornerstone Financial Partners
North Carolina
$796K +$579K +3,982 +277%
NIM
1261
Northeast Investment Management
Massachusetts
$795K -$36.5K -251 -4%
CCM
1262
Carlson Capital Management
Minnesota
$791K +$214K +1,471 +37%
SAM
1263
Solaris Asset Management
New York
$790K
TCOO
1264
Trust Company of Oklahoma
Oklahoma
$789K -$119K -821 -13%
PCA
1265
Private Capital Advisors
Connecticut
$789K +$455K +3,127 +139%
VA
1266
Valmark Advisers
Ohio
$787K +$780K +5,367 New
Carson Wealth (CWM LLC)
1267
Carson Wealth (CWM LLC)
Nebraska
$786K -$79.7K -548 -9%
CPA
1268
Court Place Advisors
Maryland
$784K -$54.2K -373 -7%
CA
1269
Cornerstone Advisory
Maryland
$783K +$108K +742 +16%
MCWS
1270
McKinley Carter Wealth Services
West Virginia
$782K +$84.8K +583 +12%
IP
1271
Investment Partners
Ohio
$782K +$180K +1,239 +30%
NAMP
1272
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$781K
CAG
1273
Csenge Advisory Group
Florida
$781K +$47.3K +325 +7%
MCM
1274
Marathon Capital Management
Maryland
$777K +$68.2K +469 +10%
WAM
1275
Wolverine Asset Management
Illinois
$776K +$770K +5,293 New