Name Holding Trade Value Shares
Change
Change in
Stake
SMH
1226
Sanders Morris Harris
Texas
$524K +$378K +15,610 New
FWTB
1227
First Western Trust Bank
Colorado
$523K -$872 -36 -0.2%
BPWM
1228
BCS Private Wealth Management
New Jersey
$521K – – –
CIC
1229
Crawford Investment Counsel
Georgia
$521K +$2.42K +100 +0.6%
AC
1230
Apella Capital
Connecticut
$520K +$26.1K +1,079 +8%
CIC
1231
Carnegie Investment Counsel
Ohio
$519K +$13K +538 +4%
HW
1232
Hancock Whitney
Mississippi
$518K -$14.6K -603 -4%
MDA
1233
Minot DeBlois Advisors
Massachusetts
$515K +$8.36K +345 +2%
CAM
1234
Concorde Asset Management
Michigan
$515K +$342K +14,107 New
UAML
1235
US Asset Management LLC
Pennsylvania
$514K – – –
TB
1236
Terril Brothers
Missouri
$514K +$64.9K +2,678 +21%
WFI
1237
West Family Investments
California
$513K -$197K -8,129 -35%
AG
1238
AmeriFlex Group
Nevada
$511K +$316K +13,037 +590%
CWS
1239
Confluence Wealth Services
Pennsylvania
$511K -$48.8K -2,016 -12%
BIG
1240
Brooklyn Investment Group
New York
$511K -$23.1K -954 -4%
CD
1241
Chapin Davis
Maryland
$509K -$7.27K -300 -2%
CRWM
1242
Castle Rock Wealth Management
California
$507K +$2.91K +120 +0.9%
Impax Asset Management Group
1243
Impax Asset Management Group
United Kingdom
$507K -$7.52M -310,386 -95%
CRC
1244
Curi RMB Capital
Illinois
$507K +$6.64K +274 +2%
CCC
1245
Compass Capital Corp
Massachusetts
$505K +$1.33K +55 +0.4%
CA
1246
Calton & Associates
Florida
$505K +$105K +4,337 +40%
BFA
1247
Bill Few Associates
Pennsylvania
$505K -$7.68K -317 -2%
SR
1248
Syntax Research
Florida
$503K – – –
FAP
1249
Financial Advisory Partners
Florida
$503K +$363K +15,000 New
BIM
1250
Bridges Investment Management
Nebraska
$502K -$36.9K -1,523 -9%