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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1651
Lifestyle Asset Management
Texas
$1.02M +$962K +2,924 New
LC
1652
LCNB Corp
Ohio
$1.02M -$26.7K -81 -3%
PCMC
1653
Private Capital Management (Colorado)
Colorado
$1.02M -$23K -70 -2%
MWA
1654
Meridian Wealth Advisors
Texas
$1.01M -$5.6K -17 -0.6%
FNT
1655
First National Trust
Pennsylvania
$1.01M -$25.3K -77 -3%
MG
1656
Marex Group
$1.01M +$952K +2,893 New
Pacer Advisors
1657
Pacer Advisors
Pennsylvania
$1.01M +$287K +872 +43%
HWA
1658
HCR Wealth Advisors
California
$1M -$26.7K -81 -3%
CP
1659
Castleview Partners
Texas
$1M +$36.5K +111 +4%
HC
1660
Hamilton Capital
Ohio
$1M +$177K +537 +23%
GLR
1661
Great Lakes Retirement
Ohio
$997K +$944K +2,867 New
PR
1662
Payden & Rygel
California
$995K -$1.55M -4,700 -62%
RWI
1663
Red Wave Investments
Pennsylvania
$993K -$501K -1,522 -35%
SC
1664
Sonen Capital
California
$993K -$7.57K -23 -0.8%
CFM
1665
Capricorn Fund Managers
United Kingdom
$993K -$814K -2,474 -46%
SWM
1666
SeaCrest Wealth Management
New York
$992K -$19.4K -59 -2%
PFBT
1667
Parkside Financial Bank & Trust
Missouri
$991K +$25.7K +78 +3%
AT
1668
Arden Trust
Delaware
$989K +$6.91K +21 +0.7%
AWM
1669
Angeles Wealth Management
California
$984K +$987 +3 +0.1%
JMFC
1670
J.M. Forbes & Co
Massachusetts
$983K – – –
CTA
1671
Colonial Trust Advisors
South Carolina
$981K +$135K +410 +17%
MAM
1672
Morse Asset Management
Connecticut
$979K +$260K +791 +39%
NAS
1673
Nicolet Advisory Services
Wisconsin
$979K +$246K +748 +41%
EWA
1674
EverSource Wealth Advisors
Alabama
$975K -$727K -2,208 -44%
EI
1675
Ellevest Inc
New York
$965K +$184K +558 +25%