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Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
626
Valeo Financial Advisors
Indiana
$539K -$23.3K -510 -4%
TPWM
627
Twelve Points Wealth Management
Massachusetts
$535K +$73.6K +1,611 +17%
WCM
628
Whitener Capital Management
North Carolina
$525K +$122K +2,660 +33%
SB
629
Sunflower Bank
Texas
$523K – – –
CL
630
CSS LLC
Illinois
$518K -$91.4K -2,000 -16%
RPWA
631
Regent Peak Wealth Advisors
Georgia
$515K -$91 -2 -0%
MNBTD
632
Moody National Bank Trust Division
Texas
$515K +$65.4K +1,430 +16%
KTC
633
Kistler-Tiffany Companies
Pennsylvania
$515K +$174K +3,810 +58%
EP
634
Edgestream Partners
New Jersey
$511K +$473K +10,344 New
Harel Insurance Investments & Financial Services
635
Harel Insurance Investments & Financial Services
Israel
$510K +$59.4K +1,300 +14%
CB
636
Centennial Bank
Arkansas
$506K -$227K -4,967 -33%
AWM
637
Ameliora Wealth Management
Switzerland
$505K +$468K +10,230 New
Benjamin F. Edwards & Company
638
Benjamin F. Edwards & Company
Missouri
$504K +$2.29K +50 +0.5%
GIM
639
Groesbeck Investment Management
New Jersey
$503K – – –
LRPA
640
L. Roy Papp & Associates
Arizona
$502K – – –
BAM
641
BOS Asset Management
Illinois
$499K – – –
RGF
642
Retirement Guys Formula
Ohio
$498K +$14.5K +317 +3%
LD
643
Lipe & Dalton
New York
$494K – – –
Kestra Private Wealth Services
644
Kestra Private Wealth Services
Texas
$494K +$38.2K +836 +9%
CAM
645
Costello Asset Management
Pennsylvania
$491K -$18.3K -400 -4%
PTC
646
Petrus Trust Company
Texas
$485K -$214K -4,688 -32%
SFS
647
Summit Financial Strategies
Ohio
$485K -$11.8K -258 -3%
Equitable Holdings
648
Equitable Holdings
New York
$484K -$8.23K -180 -2%
Clearstead Advisors
649
Clearstead Advisors
Ohio
$483K +$115K +2,525 +35%
TPWA
650
TRUE Private Wealth Advisors
Oregon
$480K +$83.8K +1,833 +23%