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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1551
Goelzer Investment Management
Indiana
$336K +$37.9K +80 +13%
WCAMG
1552
Woodard & Company Asset Management Group
North Carolina
$335K
SFWA
1553
Summit Financial Wealth Advisors
Louisiana
$334K +$35.5K +75 +12%
CA
1554
Cullinan Associates
Kentucky
$333K -$47.3K -100 -12%
AWM
1555
Aprio Wealth Management
Georgia
$331K +$81K +171 +33%
MA
1556
MJP Associates
Connecticut
$331K +$31.2K +66 +10%
MCWA
1557
Meadow Creek Wealth Advisors
Georgia
$330K
AF
1558
Atala Financial
California
$330K
EA
1559
Everpar Advisors
Oklahoma
$330K +$18K +38 +6%
TA
1560
TrueWealth Advisors
Alabama
$330K -$17.5K -37 -5%
SSC
1561
Syverson Strege & Co
Iowa
$329K -$36K -76 -10%
LTI
1562
Laffer Tengler Investments
Tennessee
$329K -$273K -576 -45%
GGA
1563
Granite Group Advisors
Connecticut
$329K +$2.84K +6 +0.9%
AC
1564
Apella Capital
Connecticut
$329K +$45.9K +97 +15%
Members Trust
1565
Members Trust
Florida
$328K +$947 +2 +0.3%
BPC
1566
Bryce Point Capital
New York
$328K +$327K +691 New
BFS
1567
Bard Financial Services
Connecticut
$328K +$11.8K +25 +4%
PAM
1568
Parvin Asset Management
South Dakota
$328K +$125K +265 +62%
GJWM
1569
Gilliland Jeter Wealth Management
Arkansas
$327K
BWP
1570
Baldwin Wealth Partners
Massachusetts
$327K
DFG
1571
Dynamic Financial Group
Iowa
$327K
TWM
1572
Tradition Wealth Management
Minnesota
$326K +$8.05K +17 +3%
PM
1573
Pembroke Management
Quebec, Canada
$325K +$21.3K +45 +7%
OC
1574
Oakworth Capital
Alabama
$325K +$60.6K +128 +23%
PCM
1575
Princeton Capital Management
New Jersey
$322K -$297K -628 -48%