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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
2201
Zullo Investment Group
Pennsylvania
$735K -$6.08K -77 -0.8%
LWM
2202
Liberty Wealth Management
California
$729K – – –
HCM
2203
Hodges Capital Management
Texas
$728K -$23.6K -299 -3%
SC
2204
Searle & Co
Connecticut
$727K +$14.5K +183 +2%
LSA
2205
L & S Advisors
California
$727K – – –
JAG
2206
Journey Advisory Group
Kentucky
$727K -$11.9K -151 -2%
KFA
2207
Kelleher Financial Advisors
New York
$725K +$46.8K +593 +7%
KWM
2208
Keebeck Wealth Management
Illinois
$725K +$63.4K +803 +10%
NF
2209
Nvest Financial
New Hampshire
$724K -$28.7K -364 -4%
CCM
2210
Cullen Capital Management
New York
$722K – – –
JWM
2211
Jeppson Wealth Management
California
$721K -$5.92K -75 -0.8%
ECM
2212
Estabrook Capital Management
New York
$720K – – –
WFP
2213
Worthington Financial Partners
Ohio
$719K +$164K +2,078 +31%
HFM
2214
Hartford Financial Management
Connecticut
$719K – – –
DM
2215
Diversified Management
Wisconsin
$718K -$786K -9,955 -53%
FS
2216
Ferguson Shapiro
Georgia
$717K +$2.13K +27 +0.3%
MIC
2217
Meridian Investment Counsel
California
$716K -$252K -3,195 -27%
SIG
2218
Spinnaker Investment Group
California
$715K +$91.4K +1,157 +15%
TT
2219
TI-Trust
Illinois
$714K -$7.9K -100 -1%
SWA
2220
Shah Wealth Advisors
California
$714K +$694K +8,787 New
FFA
2221
Fragasso Financial Advisors
Pennsylvania
$713K +$18.6K +235 +3%
LEA
2222
Legacy Edge Advisors
New York
$713K +$11.2K +142 +2%
TNA
2223
True North Advisors
Texas
$711K -$88.9K -1,126 -11%
SWM
2224
Stockman Wealth Management
Montana
$711K -$9.08K -115 -1%
PIA
2225
Powell Investment Advisors
Florida
$710K +$79 +1 +0%