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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
1476
Crescent Grove Advisors
Illinois
$360K -$20.9K -142 -5%
CCA
1477
Cobblestone Capital Advisors
New York
$359K -$21.5K -146 -6%
AOWM
1478
Alpha Omega Wealth Management
Virginia
$357K -$16.2K -110 -4%
FI
1479
Finivi Inc
Massachusetts
$357K
MCC
1480
Money Concepts Capital
Florida
$357K +$21.5K +146 +6%
CB
1481
Cadence Bank
Mississippi
$354K -$12.5K -85 -3%
DDC
1482
DF Dent & Co
Maryland
$353K -$446K -3,037 -56%
WPW
1483
Waldron Private Wealth
Pennsylvania
$353K -$392K -2,666 -53%
LF
1484
Lantz Financial
Illinois
$353K -$9.99K -68 -3%
Kayne Anderson Rudnick Investment Management
1485
Kayne Anderson Rudnick Investment Management
California
$352K -$1.91K -13 -0.5%
BSA
1486
Bull Street Advisors
Georgia
$352K
FFA
1487
Fragasso Financial Advisors
Pennsylvania
$352K +$8.38K +57 +2%
RMF
1488
Red Mountain Financial
Colorado
$352K -$19.5K -133 -5%
MAWA
1489
Moss Adams Wealth Advisors
Washington
$351K +$79.6K +542 +29%
BIA
1490
Bigelow Investment Advisors
Maine
$351K -$1.47K -10 -0.4%
KFA
1491
Kelleher Financial Advisors
New York
$350K +$350K +2,383 New
DOA
1492
D'Orazio & Associates
Virginia
$349K +$8.08K +55 +2%
CPA
1493
Cardiff Park Advisors
California
$348K +$147 +1 +0%
CFP
1494
Catalyst Financial Partners
Massachusetts
$347K -$147 -1 -0%
AMBIA
1495
Allen Mooney & Barnes Investment Advisors
Georgia
$346K -$6.17K -42 -2%
BBNA
1496
Bremer Bank National Association
Minnesota
$345K
PHIC
1497
Pine Haven Investment Counsel
Massachusetts
$345K -$48.8K -332 -12%
LA
1498
Legacy Advisors
Pennsylvania
$345K +$28.9K +197 +9%
PTP
1499
Platform Technology Partners
New York
$342K -$41.4K -282 -11%
MW
1500
Marcum Wealth
Ohio
$341K +$19.2K +131 +6%