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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2676
Atticus Wealth Management
Florida
$538K -$28.8K -80 -5%
TCOT
2677
Trust Company of Toledo
Ohio
$538K +$10.8K +30 +2%
HCM
2678
Hall Capital Management
Rhode Island
$536K -$7.2K -20 -1%
CCA
2679
Conservest Capital Advisors
Pennsylvania
$533K – – –
CCM
2680
Cox Capital Management
Massachusetts
$533K – – –
AWM
2681
Activest Wealth Management
Florida
$533K +$143K +396 +34%
WIM
2682
Westside Investment Management
California
$531K -$279K -775 -7%
BSSFA
2683
Baron Silver Stevens Financial Advisors
Florida
$531K -$503K -1,397 -47%
WOSD
2684
WFA of San Diego
California
$530K +$9.36K +26 +2%
TNA
2685
True North Advisors
Texas
$530K +$18K +50 +3%
TCM
2686
Tanaka Capital Management
New York
$529K -$24.5K -68 -4%
Cohen & Steers
2687
Cohen & Steers
New York
$528K -$538K -1,495 -49%
SLT
2688
St Louis Trust
Missouri
$528K +$561K +1,557 New
SCM
2689
SOL Capital Management
Maryland
$526K -$27K -75 -5%
AA
2690
Advisory Alpha
Michigan
$525K +$81K +225 +17%
CIAS
2691
CFS Investment Advisory Services
New Jersey
$524K +$556K +1,544 New
BA
2692
Ballast Advisors
Minnesota
$522K +$5.4K +15 +1%
LB
2693
Legacy Bridge
Iowa
$521K +$12.6K +35 +2%
ONST
2694
Old North State Trust
North Carolina
$521K +$29.5K +82 +6%
PWC
2695
PYA Waltman Capital
Tennessee
$520K -$144K -401 -21%
AAP
2696
Aristotle Atlantic Partners
Florida
$519K +$18.4K +51 +3%
IF
2697
IRON Financial
Illinois
$518K -$8.64K -24 -2%
PGH
2698
Partners Group Holding
Switzerland
$517K +$549K +1,523 New
VCM
2699
Versant Capital Management
Arizona
$516K – – –
OFG
2700
Oxford Financial Group
Indiana
$515K -$45.7K -127 -8%