Name Holding Trade Value Shares
Change
Change in
Stake
CCT
1026
Country Club Trust
Missouri
$231K +$214K +824 New
GTCM
1027
Gyon Technologies Capital Management
New Jersey
$231K +$214K +824 New
TWM
1028
Titus Wealth Management
California
$229K – – –
WF
1029
WoodTrust Financial
Wisconsin
$229K – – –
MHR
1030
Matthew Hamilton Rosenberg
$229K +$12.2K +47 +6%
CAM
1031
Cozad Asset Management
Illinois
$227K – – –
WHG
1032
Westwood Holdings Group
Texas
$226K – – –
GCAC
1033
Guardian Capital Advisors (Canada)
Ontario, Canada
$225K +$205K +791 New
LA
1034
Latitude Advisors
Florida
$224K – – –
MCM
1035
McMillion Capital Management
North Carolina
$224K – – –
FMW
1036
Farr Miller & Washington
District of Columbia
$222K +$2.59K +10 +1%
MGWM
1037
Marks Group Wealth Management
Minnesota
$221K +$203K +781 New
VC
1038
Vicus Capital
Pennsylvania
$221K +$204K +788 New
UR
1039
USCA RIA
Texas
$219K – – –
ESB
1040
Essex Savings Bank
Connecticut
$218K -$13K -50 -5%
CBFP
1041
Cedar Brook Financial Partners
Ohio
$218K +$202K +779 New
IC
1042
Intersect Capital
California
$217K +$519 +2 +0.3%
BA
1043
Bluesphere Advisors
Pennsylvania
$217K +$201K +775 New
CAM
1044
Concorde Asset Management
Michigan
$216K – – –
JWCA
1045
J.W. Coons Advisors
Ohio
$216K – – –
OHIS
1046
Oak Harvest Investment Services
Texas
$216K +$200K +770 New
BWM
1047
BigSur Wealth Management
Florida
$215K +$199K +768 New
MWM
1048
Meridian Wealth Management
Kentucky
$214K +$198K +764 New
CAN
1049
Claraphi Advisory Network
United States
$213K -$6.49K -25 -3%
SDJVC
1050
St. Denis J. Villere & Co
Louisiana
$213K – – –