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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1926
LBMC Investment Advisors
Tennessee
$631K – – –
MIM
1927
Moseley Investment Management
Florida
$629K – – –
AAM
1928
Augustine Asset Management
Florida
$628K +$363 +1 +0.1%
BFO
1929
Boston Family Office
Massachusetts
$628K – – –
CIC
1930
Crawford Investment Counsel
Georgia
$628K -$8.72K -24 -1%
BWP
1931
Baldwin Wealth Partners
Massachusetts
$627K -$9.81K -27 -2%
EAM
1932
Empirical Asset Management
Massachusetts
$627K +$626K +1,724 New
GWANC
1933
Guardian Wealth Advisors (North Carolina)
North Carolina
$625K -$81K -223 -11%
WCM
1934
WealthBridge Capital Management
Ohio
$623K -$1.45K -4 -0.2%
FCFC
1935
First Commonwealth Financial Corp
Pennsylvania
$621K -$52.3K -144 -8%
PWMG
1936
Provence Wealth Management Group
California
$619K +$168K +462 +37%
AWM
1937
Atticus Wealth Management
Florida
$619K -$70.1K -193 -10%
CFSG
1938
Clark Financial Services Group
Missouri
$618K -$2.91K -8 -0.5%
UC
1939
Unio Capital
New Jersey
$618K – – –
PAM
1940
Paradigm Asset Management
New York
$617K – – –
EP
1941
Eudaimonia Partners
Tennessee
$616K -$43.2K -119 -7%
PPP
1942
Private Portfolio Partners
New Jersey
$616K -$51.6K -142 -8%
CIG
1943
Cascade Investment Group
Colorado
$615K -$18.2K -50 -3%
OPA
1944
Old Port Advisors
Maine
$615K -$16.3K -45 -3%
HPG
1945
Harvest Portfolios Group
Ontario, Canada
$613K -$26.2K -72 -4%
CFO
1946
Callan Family Office
Pennsylvania
$612K +$21.8K +60 +4%
SICM
1947
Sustainable Insight Capital Management
New York
$611K -$916K -2,522 -60%
RFA
1948
Resurgent Financial Advisors
Georgia
$609K -$14.5K -40 -2%
VC
1949
Vicus Capital
Pennsylvania
$609K -$2.91K -8 -0.5%
DOA
1950
D'Orazio & Associates
Virginia
$608K +$36.3K +100 +6%