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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1601
Leavell Investment Management
Alabama
$850K -$1.03M -5,750 -52%
RWP
1602
RWA Wealth Partners
Massachusetts
$850K -$85.5K -476 -8%
KFA
1603
Kelleher Financial Advisors
New York
$848K +$145K +809 +19%
LW
1604
Linscomb Wealth
Texas
$846K -$93.5K -521 -9%
AWA
1605
ARS Wealth Advisors
Florida
$845K -$54.8K -305 -5%
TCM
1606
Towercrest Capital Management
Pennsylvania
$845K
PWPS
1607
Pinnacle Wealth Planning Services
Ohio
$845K +$695K +3,872 +273%
NWP
1608
Northstar Wealth Partners
Connecticut
$842K +$331K +1,846 +54%
HCM
1609
Howland Capital Management
Massachusetts
$835K -$1.44K -8 -0.2%
FI
1610
FormulaFolio Investments
Michigan
$831K +$105K +583 +13%
UAM
1611
UAS Asset Management
New York
$823K -$15.9M -88,449 -94%
TAMH
1612
Taikang Asset Management (HK)
Hong Kong
$823K +$659K +3,671 +248%
PSF
1613
Pacific Sun Financial
California
$817K -$3.38M -18,818 -79%
MLIC
1614
Mandatum Life Insurance Company
Finland
$816K +$314K +1,750 +52%
BC
1615
Burleson & Co
California
$815K +$38.4K +214 +4%
VCA
1616
Verdence Capital Advisors
Maryland
$814K -$312K -1,736 -25%
JFA
1617
Johanson Financial Advisors
California
$814K +$100K +559 +12%
SBWM
1618
Sunflower Bank Wealth Management
Arizona
$811K +$269K +1,500 +42%
FFA
1619
Fragasso Financial Advisors
Pennsylvania
$810K +$911K +5,072 New
I
1620
INVST
Indiana
$809K +$441K +2,455 +89%
GCC
1621
Guardian Capital (Canada)
Ontario, Canada
$808K -$22.3K -124 -2%
Carson Wealth (CWM LLC)
1622
Carson Wealth (CWM LLC)
Nebraska
$804K +$110K +612 +14%
PNC
1623
Park National Corp
Ohio
$803K -$101K -564 -10%
NSEDCP
1624
NJ State Employees Deferred Compensation Plan
New Jersey
$799K
BIA
1625
Bigelow Investment Advisors
Maine
$796K +$895K +4,983 New