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Name Holding Trade Value Shares
Change
Change in
Stake
NCTC
2451
New Covenant Trust Company
Indiana
$636K +$31.4K +63 +5%
WAG
2452
Wallace Advisory Group
California
$636K -$204K -409 -25%
CMI
2453
Clare Market Investments
Texas
$635K -$499 -1 -0.1%
CPA
2454
Cardiff Park Advisors
California
$635K -$17.9K -36 -3%
PHAM
2455
Palisades Hudson Asset Management
Florida
$635K -$135K -271 -18%
CPM
2456
Connective Portfolio Management
New York
$634K – – –
HB
2457
Horizon Bancorp
Indiana
$633K -$22.4K -45 -4%
LI
2458
LRI Investments
Florida
$633K -$88.8K -178 -13%
FFM
2459
Forum Financial Management
Illinois
$631K +$6.98K +14 +1%
EV
2460
EJMK Ventures
Illinois
$630K +$31.9K +64 +6%
KLCM
2461
KG&L Capital Management
Louisiana
$628K -$28.4K -57 -4%
KJWM
2462
Kiley Juergens Wealth Management
Washington
$628K -$47.4K -95 -7%
QFW
2463
QTR Family Wealth
Florida
$628K +$69.3K +139 +13%
KCP
2464
Kera Capital Partners
California
$627K +$232K +465 +62%
UAML
2465
US Asset Management LLC
Pennsylvania
$626K – – –
CAC
2466
Core Alternative Capital
Georgia
$626K +$101K +203 +20%
WMA
2467
Wealth Management Associates
New Jersey
$626K -$414K -830 -41%
GHA
2468
GW Henssler & Associates
Georgia
$625K -$40.9K -82 -6%
RW
2469
Rede Wealth
Virginia
$624K +$499 +1 +0.1%
TWM
2470
Tradition Wealth Management
Minnesota
$624K -$28.4K -57 -4%
CT
2471
Colonial Trust
South Carolina
$623K -$113K -226 -16%
IAS
2472
Integrity Advisory Solutions
Texas
$622K +$260K +521 +76%
WC
2473
Wexford Capital
Florida
$620K +$389K +780 +182%
WSWA
2474
Warren Street Wealth Advisors
California
$619K +$25.9K +52 +5%
MWM
2475
Mosley Wealth Management
California
$618K +$164K +328 +38%