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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1901
Lazari Capital Management
California
$738K +$704K +1,877 New
EAM
1902
Eschler Asset Management
United Kingdom
$738K +$704K +1,876 New
SOS
1903
Silver Oak Securities
Tennessee
$737K -$107K -286 -13%
JWWM
1904
Johnson & White Wealth Management
Pennsylvania
$736K +$3K +8 +0.4%
TFP
1905
Tilia Fiduciary Partners
North Carolina
$736K +$750 +2 +0.1%
TNBTD
1906
Trustmark National Bank Trust Department
Mississippi
$735K +$18.8K +50 +3%
JSW
1907
Journey Strategic Wealth
New Jersey
$734K -$187K -498 -21%
OFS
1908
OneAscent Financial Services
Alabama
$731K +$303K +808 +77%
MCM
1909
Monument Capital Management
Virginia
$731K +$39.8K +106 +6%
WKSWA
1910
White Knight Strategic Wealth Advisors
New Jersey
$727K -$50.7K -135 -7%
SIC
1911
Sterling Investment Counsel
New York
$725K – – –
KDA
1912
Kraft Davis & Associates
Missouri
$725K +$683K +1,819 New
WT
1913
Washington Trust
Rhode Island
$722K – – –
GAM
1914
Gould Asset Management
California
$722K – – –
VBCG
1915
Valley Brook Capital Group
Pennsylvania
$720K – – –
NQWM
1916
Northwest Quadrant Wealth Management
Oregon
$718K -$15K -40 -2%
B
1917
Bridgeworth
Alabama
$717K +$375 +1 +0.1%
RHAM
1918
Round Hill Asset Management
California
$716K – – –
NCG
1919
Newport Capital Group
New Jersey
$715K +$683K +1,819 New
CFG
1920
Carr Financial Group
Massachusetts
$715K – – –
KA
1921
Kovack Advisors
Florida
$709K +$14.6K +39 +2%
AT
1922
Arvest Trust
Oklahoma
$708K -$109K -290 -14%
EGA
1923
E&G Advisors
Texas
$705K -$37.5K -100 -5%
DCM
1924
Deuterium Capital Management
Florida
$704K +$671K +1,789 New
FNBOH
1925
First National Bank of Hutchinson
Kansas
$703K +$13.5K +36 +2%