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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
2626
American Trust Investment Advisors
New Hampshire
$437K +$908 +8 +0.2%
SHGA
2627
Sand Hill Global Advisors
California
$436K -$13.3K -117 -3%
TIM
2628
Tortoise Investment Management
New York
$435K
SWM
2629
Seed Wealth Management
Illinois
$435K
CF
2630
Corrigan Financial
Rhode Island
$435K +$908 +8 +0.2%
CAG
2631
Curtis Advisory Group
California
$435K
NED
2632
Nancy E. Dempze
$434K
FNBOSM
2633
First National Bank of South Miami
Florida
$434K -$20.3K -179 -5%
BMC
2634
Benin Management Corp
Connecticut
$434K +$7.04K +62 +2%
SCM
2635
SOL Capital Management
Maryland
$433K -$20.4K -180 -5%
ME
2636
McIlrath & Eck
Washington
$432K -$30.1K -265 -7%
SPWG
2637
Sage Private Wealth Group
Illinois
$432K +$341 +3 +0.1%
TWA
2638
Talisman Wealth Advisors
New Jersey
$431K +$22.4K +197 +6%
SCM
2639
Stonehearth Capital Management
Massachusetts
$431K
GA
2640
Goldstein Advisors
Wisconsin
$430K -$26.6K -234 -6%
SCP
2641
Seizert Capital Partners
Michigan
$429K
CAWM
2642
Capital Advisors Wealth Management
Washington
$429K +$7.15K +63 +2%
FMP
2643
Financial Management Professionals
Texas
$429K +$8.74K +77 +2%
FNBSF
2644
First National Bank Sioux Falls
South Dakota
$429K
OKSA
2645
O'Keefe Stevens Advisory
New York
$429K
RWP
2646
Revolve Wealth Partners
New Jersey
$428K +$15.1K +133 +4%
CWM
2647
Centurion Wealth Management
Virginia
$427K
BCM
2648
Bluefin Capital Management
New York
$427K +$420K +3,700 New
BIA
2649
Benchmark Investment Advisors
Illinois
$427K -$23.3K -205 -5%
PSCM
2650
Per Stirling Capital Management
Texas
$426K +$11.2K +99 +3%