Name Holding Trade Value Shares
Change
Change in
Stake
AFG
726
ABLE Financial Group
Arizona
$219K +$661 +3 +0.3%
HC
727
Hourglass Capital
Texas
$218K – – –
LOPW
728
Live Oak Private Wealth
North Carolina
$218K – – –
LBC
729
Lowe Brockenbrough & Co
Virginia
$218K – – –
NAM
730
NTV Asset Management
West Virginia
$218K – – –
RP
731
Rice Partnership
Hawaii
$218K – – –
RWP
732
Ridgecrest Wealth Partners
California
$218K – – –
V
733
VeraBank
Texas
$218K – – –
CL
734
CSS LLC
Illinois
$218K +$220K +1,000 New
CAG
735
Crestwood Advisors Group
Massachusetts
$218K -$28.4K -129 -11%
RWA
736
River Wealth Advisors
Pennsylvania
$218K -$66.5K -302 -23%
BAM
737
Brave Asset Management
New Jersey
$217K -$9.25K -42 -4%
HH
738
Hilltop Holdings
Texas
$217K – – –
AIM
739
Athena Investment Management
California
$217K +$8.81K +40 +4%
LPAM
740
Lodestar Private Asset Management
California
$214K – – –
First Manhattan
741
First Manhattan
New York
$214K – – –
GWSG
742
GPS Wealth Strategies Group
Colorado
$213K – – –
MCM
743
Mengis Capital Management
Oregon
$213K +$215K +976 New
CGL
744
Clarius Group LLC
Washington
$213K -$3.3K -15 -2%
NIM
745
NEOS Investment Management
Connecticut
$213K -$4.63K -21 -2%
BMCM
746
Bryn Mawr Capital Management
Pennsylvania
$211K – – –
LJHT
747
Laurie J. Hall Trustee
$211K – – –
EWA
748
EP Wealth Advisors
California
$211K +$213K +965 New
TIA
749
Tiemann Investment Advisors
California
$211K -$44.1K -200 -17%
AAM
750
Auxier Asset Management
Oregon
$209K -$4.41K -20 -2%