Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1176
Generali Investments Management
Slovenia
$581K -$204K -8,401 -33%
BP
1177
BWM Planning
Texas
$578K +$5.62K +232 +1%
HFBOT
1178
Home Federal Bank of Tennessee
Tennessee
$578K – – –
BFA
1179
Beaumont Financial Advisors
Massachusetts
$577K +$7.54K +311 +2%
KA
1180
Kerrisdale Advisers
Florida
$574K +$415K +17,123 New
WC
1181
Waterloo Capital
Texas
$574K +$58.1K +2,398 +16%
HTC
1182
Haverford Trust Company
Pennsylvania
$574K -$504K -20,803 -55%
CCG
1183
Coastwise Capital Group
California
$573K -$4.43K -183 -1%
HFS
1184
Howard Financial Services
Texas
$572K -$16.2K -670 -4%
A
1185
AlphaQuest
New York
$572K +$292K +12,037 +240%
WDG
1186
Wealth Dimensions Group
Ohio
$571K -$17.2K -711 -4%
SIS
1187
Strategic Investment Solutions
Illinois
$570K +$339K +14,004 +468%
MSFS
1188
Main Street Financial Solutions
Pennsylvania
$570K +$139K +5,756 +51%
PCM
1189
Park Capital Management
Wisconsin
$570K +$411K +16,977 New
AWM
1190
Angeles Wealth Management
California
$569K -$12.8K -528 -3%
QFW
1191
QTR Family Wealth
Florida
$569K +$411K +16,956 New
TLCM
1192
Twin Lakes Capital Management
California
$569K -$2.37K -98 -0.6%
MMHP
1193
Murphy Middleton Hinkle & Parker
Georgia
$569K +$218 +9 +0.1%
PCS
1194
Personal CFO Solutions
New Jersey
$568K +$8.65K +357 +2%
MCA
1195
Martin Capital Advisors
Texas
$564K – – –
PSP
1196
Pacific Sage Partners
Washington
$561K -$24.6K -1,014 -6%
LCWP
1197
Legacy Capital Wealth Partners
Arkansas
$560K +$133K +5,485 +49%
SA
1198
Strategic Advocates
Utah
$559K -$1.57K -65 -0.4%
IA
1199
IFG Advisory
Georgia
$555K -$9.18K -379 -2%
Luther King Capital Management (LKCM)
1200
Luther King Capital Management (LKCM)
Texas
$554K -$155K -6,409 -28%