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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1376
Bank OZK
Arkansas
$702K – – –
SFM
1377
Signature Financial Management
Virginia
$701K -$216K -1,123 -24%
MSTVIM
1378
Messner & Smith Theme Value Investment Management
California
$701K -$82.9K -431 -11%
AWM
1379
Altium Wealth Management
New York
$699K +$683K +3,551 New
PA
1380
Parallel Advisors
California
$698K +$39.8K +207 +6%
ATC
1381
Adirondack Trust Company
New York
$696K -$70.2K -365 -9%
MCM
1382
Maryland Capital Management
Maryland
$696K -$22.9K -119 -3%
MCM
1383
MV Capital Management
Maryland
$694K -$8.27K -43 -1%
PMG
1384
ProVise Management Group
Florida
$694K -$4.62K -24 -0.7%
SQA
1385
Simon Quick Advisors
New Jersey
$693K +$13.7K +71 +2%
KFA
1386
Kabarec Financial Advisors
Illinois
$693K +$677K +3,519 New
LOAMS
1387
Lombard Odier Asset Management (Switzerland)
Switzerland
$685K – – –
IWA
1388
Inspirion Wealth Advisors
Illinois
$682K – – –
AIFS
1389
A&I Financial Services
Colorado
$681K +$666K +3,460 New
BMM
1390
Buffington Mohr McNeal
Idaho
$680K – – –
SCI
1391
Stableford Capital II
Arizona
$680K +$31.2K +162 +5%
KWM
1392
Kingsview Wealth Management
Oregon
$679K +$395K +2,054 +147%
RWA
1393
River Wealth Advisors
Pennsylvania
$675K +$31.6K +164 +5%
DWM
1394
Doyle Wealth Management
Florida
$673K +$46.4K +241 +8%
RMAM
1395
Raab & Moskowitz Asset Management
New Jersey
$670K -$31.9K -166 -5%
BCM
1396
Boltwood Capital Management
California
$667K – – –
HK
1397
Horizon Kinetics
New York
$666K +$73.7K +383 +13%
AWM
1398
Altavista Wealth Management
North Carolina
$665K +$336K +1,745 +107%
HT
1399
Heritage Trust
Oklahoma
$664K +$1.35K +7 +0.2%
BRWA
1400
B. Riley Wealth Advisors
Florida
$660K +$90K +468 +16%