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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1451
Scholtz & Company
Connecticut
$318K -$411K -950 -58%
PWM
1452
Palumbo Wealth Management
New York
$318K +$433 +1 +0.1%
DMBA
1453
Deseret Mutual Benefit Administrators
Utah
$318K +$50.2K +116 +19%
EFG
1454
Ethos Financial Group
Pennsylvania
$317K -$136K -315 -32%
CIP
1455
Convergence Investment Partners
Florida
$316K -$1.73K -4 -0.6%
AA
1456
Auxano Advisors
Washington
$316K +$294K +680 New
NG
1457
Norden Group
Utah
$315K +$294K +679 New
FL
1458
Fort LP
Maryland
$314K -$37.2K -86 -11%
MIM
1459
MTM Investment Management
South Carolina
$313K
DAM
1460
Delta Asset Management
Tennessee
$312K -$12.1K -28 -4%
OW
1461
Olistico Wealth
Oklahoma
$311K
HWA
1462
HCR Wealth Advisors
California
$311K +$290K +669 New
TWM
1463
TSA Wealth Management
Texas
$309K
LCS
1464
Levin Capital Strategies
New York
$307K
IIM
1465
InTrack Investment Management
Vermont
$306K -$45.5K -105 -14%
GAM
1466
Gould Asset Management
California
$306K
CWA
1467
CM Wealth Advisors
Ohio
$304K +$306K +707 New
RCM
1468
Raleigh Capital Management
North Carolina
$304K +$72.3K +167 +34%
ZIM
1469
Zacks Investment Management
Illinois
$303K -$20.4K -47 -7%
TA
1470
TFB Advisors
Kansas
$302K +$295K +682 New
WHG
1471
Westwood Holdings Group
Texas
$301K +$2.17K +5 +0.8%
Members Trust
1472
Members Trust
Florida
$300K +$9.96K +23 +4%
FMP
1473
Financial Management Professionals
Texas
$299K -$14.7K -34 -5%
ALAM
1474
Asahi Life Asset Management
Japan
$298K +$278K +642 New
FC
1475
Financial Consulate
Maryland
$297K +$277K +640 New