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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2126
Madison Asset Management
Wisconsin
$371K +$405K +1,176 New
AFG
2127
Albion Financial Group
Utah
$369K -$8.61K -25 -2%
AWE
2128
Avidian Wealth Enterprises
Texas
$368K -$31.3K -91 -7%
SPIO
2129
Seven Post Investment Office
California
$368K – – –
CAI
2130
Capital Advisors Inc
Oklahoma
$367K +$162K +471 +68%
GAG
2131
GM Advisory Group
New York
$366K -$93.7K -272 -19%
KFI
2132
Key Financial Inc
Pennsylvania
$361K +$4.48K +13 +1%
ACP
2133
Arcus Capital Partners
Georgia
$360K -$7.23K -21 -2%
RCA
2134
Ranch Capital Advisors
Florida
$360K +$1.72K +5 +0.4%
ASC
2135
Atalanta Sosnoff Capital
New York
$357K -$21.9M -63,580 -98%
MFG
2136
Magnus Financial Group
New York
$357K +$43.4K +126 +13%
RFG
2137
Range Financial Group
Oregon
$355K -$27.9K -81 -7%
NERM
2138
New England Research & Management
Illinois
$355K +$387K +1,125 New
DWP
2139
Destiny Wealth Partners
Florida
$353K -$7.92K -23 -2%
FCB
2140
First Command Bank
Texas
$351K -$18.9K -55 -5%
FCFS
2141
First Command Financial Services
Texas
$351K -$18.9K -55 -5%
CCM
2142
Crew Capital Management
Ohio
$351K -$17.2K -50 -4%
CWM
2143
Cahaba Wealth Management
Georgia
$351K -$13.8K -40 -3%
TIS
2144
Tortoise Index Solutions
Kansas
$348K -$53K -154 -12%
FA
2145
Fortis Advisors
Pennsylvania
$348K – – –
PA
2146
Prism Advisors
California
$347K – – –
OCM
2147
Orion Capital Management
California
$345K – – –
TBA
2148
Tower Bridge Advisors
Pennsylvania
$345K +$15.8K +46 +4%
WCM Investment Management
2149
WCM Investment Management
California
$344K -$92K -267 -20%
AWM
2150
Aprio Wealth Management
Georgia
$344K +$7.23K +21 +2%