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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
701
Guardian Investment Management
California
$3.14M +$53.3K +358 +2%
CAM
702
Cypress Asset Management
Texas
$3.12M -$94.3K -633 -3%
BFIM
703
Beese Fulmer Investment Management
Ohio
$3.12M -$51.7K -347 -2%
KIC
704
Keating Investment Counselors
Florida
$3.1M -$175K -1,178 -5%
SWM
705
Spire Wealth Management
Virginia
$3.1M +$599K +4,020 +24%
SCM
706
Spring Capital Management
Texas
$3.09M +$3.1M +20,807 New
LFG
707
Larson Financial Group
Missouri
$3.08M +$2.78M +18,691 +921%
BA
708
Ballast Advisors
Minnesota
$3.06M +$529K +3,554 +21%
MWM
709
Modera Wealth Management
New Jersey
$3.06M +$1.62M +10,846 +111%
WANY
710
Wealthspire Advisors (New York)
New York
$3.06M +$167K +1,120 +6%
PAIM
711
Punch & Associates Investment Management
Minnesota
$3.05M +$327K +2,192 +12%
EA
712
Ellsworth Advisors
Ohio
$3.05M +$629K +4,224 +26%
TWA
713
TCI Wealth Advisors
Arizona
$3.04M -$156K -1,046 -5%
MCM
714
MAI Capital Management
Ohio
$3.03M -$92.2K -619 -3%
FWCM
715
Ferguson Wellman Capital Management
Oregon
$3.02M -$587K -3,939 -16%
BCI
716
Brinker Capital Investments
Pennsylvania
$3.02M +$362K +2,429 +14%
BSW
717
Buckingham Strategic Wealth
Missouri
$3.01M -$156K -1,045 -5%
USCWA
718
U.S. Capital Wealth Advisors
Texas
$3.01M -$120K -804 -4%
Credit Agricole
719
Credit Agricole
France
$3.01M +$485K +3,254 +19%
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.01M +$59.1K +397 +2%
KA
721
Keene & Associates
Texas
$3M +$3.01M +20,197 New
AA
722
Altrafin AG
$3M +$3.01M +20,190 New
SYBT
723
Stock Yards Bank & Trust
Kentucky
$2.99M +$474K +3,184 +19%
ETI
724
Enterprise Trust & Investment
California
$2.98M +$944K +6,339 +46%
CIC
725
Carnegie Investment Counsel
Ohio
$2.98M +$29.5K +198 +1%