Name Holding Trade Value Shares
Change
Change in
Stake
ICG
1126
InterOcean Capital Group
Tennessee
$350K +$85.7K +256 +35%
PWAM
1127
Pinnacle West Asset Management
Wyoming
$350K +$330K +984 New
SFO
1128
Stokes Family Office
Louisiana
$350K -$28.5K -85 -8%
EHC
1129
Everett Harris & Co
California
$350K – – –
RTC
1130
Riverview Trust Company
Washington
$350K – – –
SSG
1131
Summit Securities Group
New York
$344K -$1.02M -3,050 -76%
PCH
1132
PGIM Custom Harvest
New Jersey
$343K -$158K -472 -33%
CAM
1133
Cozad Asset Management
Illinois
$342K +$10K +30 +3%
CWM
1134
Cahaba Wealth Management
Georgia
$340K +$1.34K +4 +0.4%
OQS
1135
Occudo Quantitative Strategies
Florida
$339K +$319K +954 New
AWM
1136
Atticus Wealth Management
Florida
$339K -$29.5K -88 -8%
GPI
1137
General Partner Inc
Pennsylvania
$338K – – –
NB
1138
Nicolet Bankshares
Wisconsin
$338K – – –
JE
1139
JMAC Enterprises
Pennsylvania
$338K +$318K +951 New
TTWM
1140
TCV Trust & Wealth Management
Virginia
$335K -$87.1K -260 -22%
TWA
1141
Tandem Wealth Advisors
Arizona
$335K -$5.02K -15 -2%
OFG
1142
Oxford Financial Group
Indiana
$335K +$1K +3 +0.3%
HT
1143
Heritage Trust
Oklahoma
$333K -$67.3K -201 -18%
MWM
1144
Meridian Wealth Management
Kentucky
$331K -$2.68K -8 -0.8%
FG
1145
Fiduciary Group
Georgia
$330K +$5.02K +15 +2%
PEA
1146
Park Edge Advisors
Ohio
$329K +$3.68K +11 +1%
CL
1147
Choreo LLC
Illinois
$329K +$310K +926 New
DSC
1148
Duncker Streett & Co
Missouri
$328K -$50.2K -150 -14%
SAM
1149
Strategy Asset Managers
California
$328K -$23.4K -70 -7%
RC
1150
Roundview Capital
New Jersey
$328K +$40.2K +120 +15%