Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2151
Lifestyle Asset Management
Texas
$690K +$78.5K +300 +14%
IAS
2152
Integrity Advisory Solutions
Texas
$689K +$639K +2,441 New
M1FG
2153
Mach-1 Financial Group
Arkansas
$689K +$639K +2,441 New
WOSD
2154
WFA of San Diego
California
$689K – – –
WIC
2155
Woodmont Investment Counsel
Tennessee
$688K -$12.8K -49 -2%
KOC
2156
Koss-Olinger Consulting
Florida
$688K – – –
PCM
2157
Palisade Capital Management
New Jersey
$688K +$52.9K +202 +9%
TCOTS
2158
Trust Company of the South
North Carolina
$688K -$742K -2,833 -54%
PB
2159
Pinnacle Bancorp
Nebraska
$688K +$83.2K +318 +15%
MLA
2160
MB, Levis & Associates
Pennsylvania
$687K -$60.5K -231 -9%
LWM
2161
Lyell Wealth Management
California
$687K – – –
MA
2162
MCF Advisors
Kentucky
$686K +$166K +633 +35%
GCM
2163
Gladius Capital Management
Illinois
$685K +$496K +1,895 +356%
TAM
2164
Tealwood Asset Management
Minnesota
$684K +$93.7K +358 +17%
TWP
2165
Tower Wealth Partners
Pennsylvania
$684K -$54.7K -209 -8%
SFP
2166
Sterling Financial Planning
New Jersey
$681K -$17.8K -68 -3%
SIM
2167
Sentry Investment Management
Wisconsin
$681K -$146K -559 -19%
FHC
2168
First Heartland Consultants
Missouri
$679K +$4.45K +17 +0.7%
RCA
2169
Roberts Capital Advisors
Colorado
$678K +$629K +2,404 New
BCMLT
2170
Beacon Capital Management LLC (Tennessee)
Tennessee
$678K +$40.3K +154 +7%
AAP
2171
Aristotle Atlantic Partners
Florida
$677K – – –
MJRIC
2172
Mogy Joel R Investment Counsel
California
$677K – – –
RWP
2173
Revolve Wealth Partners
New Jersey
$677K -$17.5K -67 -3%
EARNEST Partners
2174
EARNEST Partners
Georgia
$677K -$216K -827 -26%
MCM
2175
Moore Capital Management
New York
$675K -$6M -22,910 -91%