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Name Holding Trade Value Shares
Change
Change in
Stake
GA
801
Gateway Advisory
New Jersey
$350K +$302K +6,131 New
UB
802
UMB Bank
Missouri
$350K +$53.1K +1,078 +21%
GF
803
Gries Financial
Ohio
$349K +$301K +6,104 New
CAI
804
Capital Advisors Inc
Oklahoma
$348K -$80.5K -1,635 -21%
SAM
805
Smithbridge Asset Management
Pennsylvania
$347K -$29.9K -608 -9%
CIAS
806
Capital Investment Advisory Services
North Carolina
$346K -$49.7K -1,009 -14%
APWM
807
Argonautica Private Wealth Management
Massachusetts
$345K – – –
TC
808
Trilogy Capital
California
$344K +$297K +6,026 New
NL
809
NWAM LLC
Washington
$344K +$76.8K +1,559 +34%
AWA
810
Aaron Wealth Advisors
Illinois
$344K +$50.7K +1,030 +21%
KFA
811
Kapstone Financial Advisors
Ohio
$343K +$4.92K +100 +2%
HIC
812
Holderness Investments Company
North Carolina
$342K +$13.7K +278 +5%
KA
813
Kovack Advisors
Florida
$342K -$6.65K -135 -2%
FT
814
Fiduciary Trust
Massachusetts
$339K -$14.8K -300 -5%
LIM
815
Leavell Investment Management
Alabama
$337K -$940K -19,092 -76%
OFS
816
OneAscent Financial Services
Alabama
$337K -$39.7K -806 -12%
SIC
817
SJS Investment Consulting
Ohio
$336K -$98 -2 -0%
GI
818
GAMMA Investing
California
$335K +$40.8K +828 +16%
LI
819
LMCG Investments
Massachusetts
$333K – – –
WCM
820
Weik Capital Management
Pennsylvania
$333K -$27.1K -550 -9%
FHA
821
Flagship Harbor Advisors
Massachusetts
$333K +$287K +5,832 New
RMCM
822
Reynders McVeigh Capital Management
Massachusetts
$332K +$286K +5,801 New
AC
823
ASB Consultores
Florida
$332K +$286K +5,810 New
CHAM
824
Clear Harbor Asset Management
Connecticut
$331K +$286K +5,800 New
CWA
825
Canvas Wealth Advisors
Kansas
$329K +$985 +20 +0.3%