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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
1426
Aull & Monroe Investment Management
Alabama
$635K
CFG
1427
Cooper Financial Group
California
$631K +$92.5K +652 +18%
BFA
1428
Beacon Financial Advisory
Ohio
$630K +$13.6K +96 +2%
ZIG
1429
Zuckerman Investment Group
Illinois
$629K
CBT
1430
Capital Bank & Trust
California
$628K +$11.6K +82 +2%
BFG
1431
Barber Financial Group
Kansas
$625K +$151K +1,066 +33%
NPF
1432
Norris Perne & French
Michigan
$623K -$16.6K -117 -3%
NAM
1433
NTV Asset Management
West Virginia
$623K
PAM
1434
Peak Asset Management
Colorado
$620K -$10.5K -74 -2%
FMTC
1435
Farmers & Merchants Trust Company
California
$618K +$3.55K +25 +0.6%
GBT
1436
Grove Bank & Trust
Florida
$618K +$33.2K +234 +6%
DWM
1437
Doyle Wealth Management
Florida
$613K +$155K +1,095 +35%
FFA
1438
First Foundation Advisors
California
$608K +$5.68K +40 +1%
FWM
1439
Filbrandt Wealth Management
Wisconsin
$605K -$167K -1,174 -22%
VCM
1440
Vigilant Capital Management
Maine
$605K -$11.8K -83 -2%
FCCM
1441
First City Capital Management
Georgia
$603K -$488K -3,437 -46%
BMA
1442
Brooks Moore & Associates
Tennessee
$603K -$37.8K -266 -6%
EGA
1443
Eagle Global Advisors
Texas
$602K
TNBTD
1444
Trustmark National Bank Trust Department
Mississippi
$601K -$121K -855 -17%
LWP
1445
Lumature Wealth Partners
Georgia
$601K +$584K +4,111 New
RIS
1446
Retirement Income Solutions
Michigan
$598K -$33.9K -239 -6%
HA
1447
HYA Advisors
Missouri
$598K +$60.8K +428 +12%
KPCM
1448
Kings Point Capital Management
New York
$597K -$45.4K -320 -7%
RCM
1449
RB Capital Management
Nevada
$597K -$29.8K -210 -5%
FPFS
1450
First Personal Financial Services
North Carolina
$597K +$13.5K +95 +2%