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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1426
SeaCrest Wealth Management
New York
$445K -$23.7K -50 -5%
UFF
1427
USA Financial Formulas
Michigan
$445K +$172K +364 +64%
Procyon Advisors
1428
Procyon Advisors
Connecticut
$444K -$30.3K -64 -6%
ECM
1429
Estabrook Capital Management
New York
$443K -$7.1K -15 -2%
THCM
1430
Taylor Hoffman Capital Management
Virginia
$441K – – –
ICP
1431
Interchange Capital Partners
Pennsylvania
$441K +$122K +257 +38%
GAA
1432
Global Assets Advisory
Florida
$439K – – –
OFS
1433
OneAscent Financial Services
Alabama
$438K +$24.1K +51 +6%
TIA
1434
Tiemann Investment Advisors
California
$438K – – –
FAT
1435
First American Trust
California
$437K +$8.05K +17 +2%
DWM
1436
Drive Wealth Management
Utah
$435K +$33.6K +71 +8%
TWP
1437
Triad Wealth Partners
Kansas
$435K +$97.1K +205 +29%
NAS
1438
Nicolet Advisory Services
Wisconsin
$435K +$18.9K +40 +5%
IAIM
1439
International Assets Investment Management
Florida
$434K – – –
JCM
1440
Jacobsen Capital Management
Utah
$433K +$5.68K +12 +1%
CG
1441
Clifford Group
Massachusetts
$432K +$77.6K +164 +22%
GKFF
1442
George Kaiser Family Foundation
Oklahoma
$430K – – –
PGCM
1443
Prescott Group Capital Management
Oklahoma
$430K – – –
SAM
1444
Strategy Asset Managers
California
$429K -$3.31K -7 -0.8%
LSV Asset Management
1445
LSV Asset Management
Illinois
$428K -$142K -300 -25%
ALAM
1446
Asahi Life Asset Management
Japan
$428K +$426K +900 New
PJSIMP
1447
P.J. Schmidt Investment Management (PJS)
Wisconsin
$428K +$426K +900 New
SCM
1448
Schnieders Capital Management
California
$426K – – –
Cassaday & Co Wealth Management
1449
Cassaday & Co Wealth Management
Virginia
$425K +$3.31K +7 +0.8%
AWMG
1450
Alliance Wealth Management Group
New Jersey
$424K +$423K +893 New