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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1126
Leavell Investment Management
Alabama
$403K
MWA
1127
Meridian Wealth Advisors
Texas
$403K
BEAM
1128
Baker Ellis Asset Management
Washington
$403K
B
1129
BetterWealth
California
$403K +$785 +10 +0.2%
WFI
1130
West Family Investments
California
$402K +$407K +5,190 New
BO
1131
Bank OZK
Arkansas
$401K +$38.4K +490 +10%
BFM
1132
Boothbay Fund Management
New York
$401K +$406K +5,180 New
HCM
1133
Howland Capital Management
Massachusetts
$400K -$13.3K -170 -3%
BCM
1134
Brookstone Capital Management
Illinois
$400K -$2.35K -30 -0.6%
PP
1135
PDS Planning
Ohio
$400K -$785 -10 -0.2%
PWM
1136
Palumbo Wealth Management
New York
$397K +$403K +5,130 New
AAP
1137
Arax Advisory Partners
Colorado
$397K -$47.1K -600 -10%
JWBC
1138
John W. Bristol & Co
New York
$396K
PPWP
1139
Premier Path Wealth Partners
New Jersey
$395K -$11K -140 -3%
KP
1140
Keel Point
Alabama
$395K -$6.28K -80 -2%
DMBA
1141
Deseret Mutual Benefit Administrators
Utah
$394K -$7.06K -90 -2%
CIM
1142
Chiron Investment Management
New York
$391K +$217K +2,760 +121%
CC
1143
Courier Capital
New York
$390K
CPA
1144
Court Place Advisors
Maryland
$387K
PA
1145
Probity Advisors
Texas
$387K +$3.92K +50 +1%
MCWA
1146
Meadow Creek Wealth Advisors
Georgia
$387K +$68.3K +870 +21%
GCM
1147
Gibraltar Capital Management
Oklahoma
$387K +$392K +5,000 New
LWM
1148
LJI Wealth Management
Indiana
$386K
KWA
1149
Kingswood Wealth Advisors
California
$386K +$27.5K +350 +8%
DIM
1150
Delta Investment Management
California
$385K +$11.8K +150 +3%