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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1326
Tiemann Investment Advisors
California
$507K -$44.8K -354 -7%
WMSA
1327
Weiss Multi-Strategy Advisers
New York
$504K +$601K +4,749 New
BW
1328
Bison Wealth
Georgia
$503K -$2.4K -19 -0.4%
CIP
1329
Cornerstone Investment Partners
Georgia
$503K
DWM
1330
Destination Wealth Management
California
$502K -$62K -490 -9%
LTI
1331
Laffer Tengler Investments
Tennessee
$501K +$598K +4,726 New
MMG
1332
Monetary Management Group
Missouri
$500K
CC
1333
Cannell & Co
New York
$499K -$30.4K -240 -5%
CA
1334
Claro Advisors
Massachusetts
$499K +$105K +831 +21%
ATWA
1335
Arbor Trust Wealth Advisors
Michigan
$498K +$3.92K +31 +0.7%
HCM
1336
Hutchinson Capital Management
California
$497K -$11K -87 -2%
TNB
1337
Thomasville National Bank
Georgia
$495K +$16.4K +130 +4%
BO
1338
Bank OZK
Arkansas
$494K
TCM
1339
Telos Capital Management
California
$494K +$24.3K +192 +4%
EWM
1340
Endurance Wealth Management
Rhode Island
$494K +$62.7K +496 +12%
LF
1341
Lantz Financial
Illinois
$494K +$109K +858 +23%
AMG
1342
Advisors Management Group
Wisconsin
$493K +$128K +1,015 +28%
CF
1343
Copperwynd Financial
Arizona
$492K +$51.1K +404 +10%
JWBC
1344
John W. Bristol & Co
New York
$491K
KFS
1345
Kurt F. Somerville
$490K -$25.2K -199 -4%
BCM
1346
Becker Capital Management
Oregon
$490K -$10.9K -86 -2%
MPCG
1347
Matrix Private Capital Group
New York
$489K +$3.79K +30 +0.7%
SFG
1348
StrategIQ Financial Group
Indiana
$488K -$220K -1,742 -27%
BRM
1349
Boston Research & Management
Massachusetts
$487K -$11.9K -94 -2%
RIM
1350
Reliant Investment Management
Tennessee
$487K +$148K +1,172 +34%