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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
1351
Citizens Business Bank
California
$780K -$4.86K -30 -0.6%
BCMO
1352
Buckingham Capital Management (Ohio)
Ohio
$779K +$26.2K +162 +3%
BL
1353
BFSG LLC
California
$779K +$860K +5,310 New
FWM
1354
Fairhaven Wealth Management
Illinois
$775K -$18K -111 -2%
PIM
1355
Perpetual Investment Management
Australia
$774K – – –
CA
1356
CapWealth Advisors
Tennessee
$770K – – –
SFA
1357
Souders Financial Advisors
Ohio
$770K +$125K +773 +17%
CAM
1358
Claret Asset Management
Quebec, Canada
$766K -$5.83K -36 -0.7%
VAM
1359
Verity Asset Management
North Carolina
$764K -$168K -1,035 -17%
CCM
1360
Cox Capital Management
Massachusetts
$764K – – –
TCCM
1361
Timber Creek Capital Management
Massachusetts
$762K -$323K -1,991 -28%
IFWM
1362
Institute for Wealth Management
Colorado
$760K -$7.13K -44 -0.8%
FANJ
1363
Financial Architects (New Jersey)
New Jersey
$759K -$78.3K -483 -9%
MC
1364
Middleton & Co
Massachusetts
$757K -$58.2K -359 -7%
ACWM
1365
Adams Chetwood Wealth Management
North Carolina
$756K -$38.6K -238 -4%
BHBT
1366
Burke & Herbert Bank & Trust
Virginia
$755K +$24.8K +153 +3%
CCFM
1367
Clear Creek Financial Management
Washington
$754K -$46.8K -289 -5%
MIM
1368
MTM Investment Management
South Carolina
$753K -$193K -1,194 -19%
CFA
1369
Camarda Financial Advisors
Florida
$752K -$78.6K -485 -9%
IWA
1370
Intercontinental Wealth Advisors
Texas
$749K +$74.7K +461 +10%
WDL
1371
Well Done LLC
Michigan
$749K +$86K +531 +12%
CBTWT
1372
Community Bank & Trust (Waco, Texas)
Texas
$747K -$140K -861 -14%
AssetMark Inc
1373
AssetMark Inc
California
$741K +$127K +782 +18%
CCA
1374
Cobblestone Capital Advisors
New York
$739K -$27.1K -167 -3%
PFG
1375
PAX Financial Group
Texas
$739K +$1.3K +8 +0.2%