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Name Holding Trade Value Shares
Change
Change in
Stake
UAM
2751
UAS Asset Management
New York
$458K +$486K +1,350 New
AP
2752
Atwood & Palmer
Missouri
$457K +$12.6K +35 +3%
MPW
2753
Monterey Private Wealth
California
$456K – – –
SFG
2754
StrategIQ Financial Group
Indiana
$456K – – –
WAAG
2755
Wealth Alliance Advisory Group
Kansas
$456K +$1.44K +4 +0.3%
SIM
2756
Studio Investment Management
Illinois
$455K +$483K +1,342 New
BAM
2757
Bruderman Asset Management
New York
$453K +$29.5K +82 +7%
Pzena Investment Management
2758
Pzena Investment Management
New York
$452K -$46.8K -130 -9%
RWM
2759
Raffa Wealth Management
District of Columbia
$450K +$3.24K +9 +0.7%
BCM
2760
Bienville Capital Management
New York
$447K -$5.88M -16,337 -93%
MAM
2761
McLean Asset Management
Virginia
$446K +$172K +477 +51%
KC
2762
Knuff & Co
California
$442K – – –
LSV Asset Management
2763
LSV Asset Management
Illinois
$441K – – –
MWM
2764
Mattern Wealth Management
Kansas
$441K – – –
PCMC
2765
Private Capital Management (Colorado)
Colorado
$440K +$156K +432 +50%
TF
2766
Tompkins Financial
New York
$440K +$467K +1,297 New
FFBTD
2767
First Financial Bank - Trust Division
Ohio
$439K – – –
CAC
2768
Certified Advisory Corp
Florida
$438K -$12.2K -34 -3%
ABTD
2769
Arvest Bank Trust Division
Oklahoma
$437K +$45.7K +127 +11%
WCM
2770
Windsor Capital Management
Arizona
$436K -$108K -300 -19%
EP
2771
EPIQ Partners
Minnesota
$436K – – –
XF
2772
XML Financial
Maryland
$436K +$38.9K +108 +9%
GC
2773
Globeflex Capital
California
$435K – – –
NS
2774
Newman & Schimel
Illinois
$435K – – –
FMI
2775
F/M Investments
District of Columbia
$434K -$11.2K -31 -2%