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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1451
Cox Capital Management
Massachusetts
$1.58M +$55.8K +150 +4%
OIA
1452
OneDigital Investment Advisors
Kansas
$1.58M +$234K +629 +17%
WP
1453
WealthSource Partners
California
$1.58M -$10K -27 -0.6%
TAIM
1454
Te Ahumairangi Investment Management
New Zealand
$1.57M -$1.08M -2,900 -40%
PA
1455
Procyon Advisors
Connecticut
$1.57M +$24.2K +65 +2%
KPW
1456
Kore Private Wealth
New York
$1.57M +$315K +847 +24%
IWS
1457
Insight Wealth Strategies
California
$1.57M -$537K -1,444 -25%
MFG
1458
Merit Financial Group
Georgia
$1.56M -$124K -334 -7%
CC
1459
Cadinha & Co
Hawaii
$1.56M -$3.72K -10 -0.2%
BC
1460
Brookfield Corp
Ontario, Canada
$1.56M -$2.88M -7,737 -64%
SAM
1461
Sompo Asset Management
Japan
$1.55M -$279K -750 -15%
PP
1462
Pegasus Partners
Wisconsin
$1.55M -$339K -911 -18%
MTC
1463
McDaniel Terry & Co
Texas
$1.55M
TA
1464
TruWealth Advisors
Louisiana
$1.53M +$79.6K +214 +5%
FAM
1465
Formidable Asset Management
Ohio
$1.53M
MWM
1466
Meridian Wealth Management
Kentucky
$1.53M +$276K +743 +22%
BFM
1467
Boothbay Fund Management
New York
$1.53M +$1M +2,702 +183%
HL
1468
HeadInvest LLC
Maine
$1.52M +$65.4K +176 +4%
MA
1469
Mutual Advisors
Nebraska
$1.52M +$373K +1,003 +32%
OA
1470
Oak Associates
Ohio
$1.51M
VCM
1471
Violich Capital Management
California
$1.51M
SSG
1472
Summit Securities Group
New York
$1.51M +$1.02M +2,742 +196%
MGIA
1473
Moneta Group Investment Advisors
Missouri
$1.51M +$64.3K +173 +4%
WC
1474
Wexford Capital
Florida
$1.49M +$122K +327 +9%
MBTD
1475
Mechanics Bank - Trust Department
California
$1.49M -$13.4K -36 -0.9%