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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1326
Nicolet Bankshares
Wisconsin
$508K – – –
TIA
1327
Tiemann Investment Advisors
California
$507K -$44.8K -354 -7%
WMSA
1328
Weiss Multi-Strategy Advisers
New York
$504K +$601K +4,749 New
BW
1329
Bison Wealth
Georgia
$503K -$2.4K -19 -0.4%
CIP
1330
Cornerstone Investment Partners
Georgia
$503K – – –
DWM
1331
Destination Wealth Management
California
$502K -$62K -490 -9%
LTI
1332
Laffer Tengler Investments
Tennessee
$501K +$598K +4,726 New
MMG
1333
Monetary Management Group
Missouri
$500K – – –
CC
1334
Cannell & Co
New York
$499K -$30.4K -240 -5%
CA
1335
Claro Advisors
Massachusetts
$499K +$105K +831 +21%
ATWA
1336
Arbor Trust Wealth Advisors
Michigan
$498K +$3.92K +31 +0.7%
HCM
1337
Hutchinson Capital Management
California
$497K -$11K -87 -2%
TNB
1338
Thomasville National Bank
Georgia
$495K +$16.4K +130 +4%
BO
1339
Bank OZK
Arkansas
$494K – – –
TCM
1340
Telos Capital Management
California
$494K +$24.3K +192 +4%
EWM
1341
Endurance Wealth Management
Rhode Island
$494K +$62.7K +496 +12%
LF
1342
Lantz Financial
Illinois
$494K +$109K +858 +23%
AMG
1343
Advisors Management Group
Wisconsin
$493K +$128K +1,015 +28%
CF
1344
Copperwynd Financial
Arizona
$492K +$51.1K +404 +10%
JWBC
1345
John W. Bristol & Co
New York
$491K – – –
KFS
1346
Kurt F. Somerville
$490K -$25.2K -199 -4%
BCM
1347
Becker Capital Management
Oregon
$490K -$10.9K -86 -2%
MPCG
1348
Matrix Private Capital Group
New York
$489K +$3.79K +30 +0.7%
SFG
1349
StrategIQ Financial Group
Indiana
$488K -$220K -1,742 -27%
BRM
1350
Boston Research & Management
Massachusetts
$487K -$11.9K -94 -2%