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Name Holding Trade Value Shares
Change
Change in
Stake
CVM
2251
Cheviot Value Management
California
$236K +$231K +662 New
VAM
2252
Verity Asset Management
North Carolina
$236K +$231K +662 New
SFG
2253
Summit Financial Group
West Virginia
$235K -$22.3K -64 -9%
SMA
2254
Sage Mountain Advisors
Georgia
$235K +$230K +659 New
RAM
2255
Redmond Asset Management
Virginia
$234K – – –
O
2256
Ossiam
France
$233K -$523K -1,499 -70%
WCG
2257
Weaver Consulting Group
California
$232K -$349 -1 -0.2%
BAM
2258
Bellevue Asset Management
Washington
$232K – – –
ZIG
2259
Zuckerman Investment Group
Illinois
$232K +$227K +652 New
TPWA
2260
TRUE Private Wealth Advisors
Oregon
$231K +$8.03K +23 +4%
HWA
2261
HHM Wealth Advisors
Tennessee
$230K -$3.84K -11 -2%
FCB
2262
First Command Bank
Texas
$230K +$71.9K +206 +47%
FCFS
2263
First Command Financial Services
Texas
$230K +$71.9K +206 +47%
TA
2264
TrueWealth Advisors
Alabama
$230K +$214K +612 New
MCM
2265
Monument Capital Management
Virginia
$230K +$225K +645 New
IF
2266
IRON Financial
Illinois
$229K -$144K -412 -39%
SFO
2267
Stokes Family Office
Louisiana
$229K -$15K -43 -6%
GAMC
2268
Garner Asset Management Corp
Texas
$228K – – –
GHA
2269
GW Henssler & Associates
Georgia
$228K – – –
SRC
2270
Shufro Rose & Co
New York
$228K – – –
SC
2271
Slow Capital
California
$228K – – –
GAM
2272
Grandview Asset Management
Pennsylvania
$228K +$223K +640 New
FDS
2273
Freedom Day Solutions
Texas
$227K – – –
GF
2274
Gries Financial
Ohio
$226K +$219K +628 New
AIM
2275
Acropolis Investment Management
Missouri
$224K – – –