Name Holding Trade Value Shares
Change
Change in
Stake
RFM
1451
Royal Fund Management
Florida
$348K +$378K +830 New
LC
1452
Landaas & Company
Wisconsin
$347K – – –
NRC
1453
New Republic Capital
North Carolina
$346K -$5.47K -12 -1%
UFF
1454
USA Financial Formulas
Michigan
$345K +$183K +401 +95%
AWA
1455
AGH Wealth Advisors
Kansas
$345K +$375K +823 New
SHGA
1456
Sand Hill Global Advisors
California
$344K – – –
CIP
1457
Convergence Investment Partners
Florida
$344K -$3.65K -8 -1%
DBG
1458
De Burlo Group
Massachusetts
$343K -$6.84K -15 -2%
CWM
1459
C2C Wealth Management
Arizona
$342K – – –
OFS
1460
OneAscent Financial Services
Alabama
$342K +$1.37K +3 +0.4%
CA
1461
Cullinan Associates
Kentucky
$342K -$54.7K -120 -13%
AWM
1462
Atticus Wealth Management
Florida
$341K – – –
SAM
1463
Strategy Asset Managers
California
$339K -$12.3K -27 -3%
WC
1464
Wynn Capital
Georgia
$339K – – –
DCM
1465
Donaldson Capital Management
Indiana
$338K +$7.29K +16 +2%
FAT
1466
First American Trust
California
$337K -$6.84K -15 -2%
ST
1467
Sentinel Trust
Texas
$336K -$2.28K -5 -0.6%
HBT
1468
Heartland Bank & Trust
Illinois
$335K +$31K +68 +9%
BCFD
1469
Boit C.F. David
$335K – – –
LA
1470
Latitude Advisors
Florida
$335K -$2.28K -5 -0.6%
LT
1471
Legacy Trust
Michigan
$335K -$11.4K -25 -3%
BPW
1472
Bingham Private Wealth
California
$335K +$364K +799 New
ITFISA
1473
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$334K -$967K -2,123 -73%
AGWCA
1474
Annis Gardner Whiting Capital Advisors
Florida
$333K +$15K +33 +4%
WC
1475
Woodstock Corp
Massachusetts
$332K – – –