Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
2326
Marble Harbor Investment Counsel
Massachusetts
$537K – – –
MIM
2327
Miller Investment Management
Pennsylvania
$537K – – –
CWM
2328
Challenger Wealth Management
California
$535K +$1.55K +6 +0.3%
PSC
2329
Prentiss Smith & Co
Vermont
$534K – – –
LMKC
2330
L.M. Kohn & Company
Ohio
$533K -$99.2K -385 -18%
TFIPS
2331
Towarzystwo Funduszy Inwestycyjnych PZU SA
$532K +$68.3K +265 +17%
HSWM
2332
Hubbell Strickland Wealth Management
Louisiana
$532K – – –
DP
2333
Denver PWM
Colorado
$531K +$51.5K +200 +13%
MA
2334
MCF Advisors
Kentucky
$530K -$2.32K -9 -0.5%
PP
2335
Pacifica Partners
Canada
$530K – – –
CWA
2336
CM Wealth Advisors
Ohio
$529K -$126K -490 -21%
JCM
2337
Jacobsen Capital Management
Utah
$529K +$71.1K +276 +18%
BWS
2338
Buck Wealth Strategies
Colorado
$529K +$17K +66 +4%
VCAM
2339
Van Cleef Asset Management
Ohio
$528K – – –
BF
2340
Brucke Financial
Indiana
$528K +$1.03K +4 +0.2%
KFA
2341
Krane Funds Advisors
New York
$528K +$46.4K +180 +11%
QPWM
2342
Quadrant Private Wealth Management
Pennsylvania
$527K +$3.87K +15 +0.8%
ECAM
2343
East Coast Asset Management
Massachusetts
$527K +$773 +3 +0.2%
CBT
2344
CoreFirst Bank & Trust
Kansas
$526K -$88.9K -345 -16%
SMA
2345
Seven Mile Advisory
New Jersey
$526K +$26.8K +104 +6%
KWM
2346
Kingsman Wealth Management
Florida
$525K +$7.73K +30 +2%
FVWA
2347
Foster Victor Wealth Advisors
South Carolina
$525K – – –
WTB
2348
Washington Trust Bank
Washington
$525K +$22.2K +86 +5%
TIA
2349
Tiemann Investment Advisors
California
$525K +$21.9K +85 +5%
CA
2350
Capital Advantage
California
$525K -$2.06K -8 -0.4%