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Name Holding Trade Value Shares
Change
Change in
Stake
RB
2226
Renasant Bank
Mississippi
$364K -$247K -680 -40%
KWM
2227
Kanen Wealth Management
Florida
$363K – – –
HP
2228
Hyperion Partners
Pennsylvania
$361K +$66.1K +182 +22%
FFA
2229
Fragasso Financial Advisors
Pennsylvania
$359K -$13.8K -38 -4%
SFWA
2230
Summit Financial Wealth Advisors
Louisiana
$359K – – –
LDB
2231
Lee, Danner & Bass
Tennessee
$359K – – –
MCA
2232
MSH Capital Advisors
Arizona
$359K +$363 +1 +0.1%
FFA
2233
Founders Financial Alliance
North Carolina
$359K -$1.82K -5 -0.5%
TFA
2234
Tranquilli Financial Advisor
New Jersey
$357K -$60.3K -166 -14%
PFM
2235
Parsec Financial Management
North Carolina
$357K – – –
XSC
2236
X-Square Capital
Puerto Rico
$356K -$44.3K -122 -11%
GAM
2237
Gemmer Asset Management
California
$356K +$5.08K +14 +1%
HI
2238
Hudock Inc
Pennsylvania
$354K -$14.2K -39 -4%
Cohen & Steers
2239
Cohen & Steers
New York
$354K +$37.8K +104 +12%
IA
2240
Insight Advisors
Pennsylvania
$354K -$256K -705 -42%
SWAG
2241
Spectrum Wealth Advisory Group
California
$352K -$30.5K -84 -8%
AWG
2242
Altus Wealth Group
Colorado
$351K -$413K -1,137 -54%
OAM
2243
Oberweis Asset Management
Illinois
$351K – – –
SWRP
2244
Summit Wealth & Retirement Planning
California
$350K -$219K -602 -38%
LCM
2245
LVM Capital Management
Michigan
$349K -$9.08K -25 -3%
GC
2246
Gratus Capital
Georgia
$348K +$348K +957 New
SIA
2247
Soltis Investment Advisors
Utah
$347K +$34.1K +94 +11%
GWCM
2248
Godshalk Welsh Capital Management
Pennsylvania
$345K – – –
TAM
2249
Townsend Asset Management
North Carolina
$345K +$17.1K +47 +5%
LWM
2250
Liberty Wealth Management
California
$345K +$339K +932 New