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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$304K
SCM
552
Shelton Capital Management
Colorado
$293K +$233K +1,227 +453%
CBFP
553
Cedar Brook Financial Partners
Ohio
$289K +$190 +1 +0.1%
PI
554
Putnam Investments
Massachusetts
$288K
SVWAG
555
Sound View Wealth Advisors Group
Georgia
$288K +$280K +1,475 New
CSIC
556
Clifford Swan Investment Counsel
California
$287K -$30.4K -160 -10%
HBT
557
Hills Bank & Trust
Iowa
$287K
BRWA
558
B. Riley Wealth Advisors
Florida
$287K +$278K +1,467 New
HH
559
HWG Holdings
Texas
$287K +$279K +1,472 New
MCM
560
Maple Capital Management
Vermont
$279K
CGL
561
Clarius Group LLC
Washington
$279K +$11.2K +59 +4%
PCM
562
Price Capital Management
Louisiana
$278K +$266K +1,400 New
ICM
563
IMS Capital Management
Oregon
$277K
GT
564
Greenleaf Trust
Michigan
$276K +$19.7K +104 +8%
VHAM
565
Van Hulzen Asset Management
California
$273K -$41.8K -220 -14%
ACM
566
Argyle Capital Management
Pennsylvania
$273K
DBT
567
Dubuque Bank & Trust
Iowa
$273K
MCM
568
MAI Capital Management
Ohio
$273K
BCM
569
Bienville Capital Management
New York
$273K +$266K +1,400 New
LRPA
570
L. Roy Papp & Associates
Arizona
$273K +$266K +1,400 New
BDF
571
Black Diamond Financial
Maryland
$270K
BCM
572
BTR Capital Management
California
$267K
JCM
573
Jag Capital Management
Missouri
$264K +$256K +1,350 New
Federated Hermes
574
Federated Hermes
Pennsylvania
$254K -$5.5K -29 -2%
PHAM
575
Palisades Hudson Asset Management
Florida
$246K