Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
2651
Per Stirling Capital Management
Texas
$426K +$11.2K +99 +3%
CWM
2652
Castle Wealth Management
Florida
$425K -$84.9K -748 -17%
IIM
2653
Ironwood Investment Management
Massachusetts
$424K – – –
MHR
2654
Matthew Hamilton Rosenberg
$423K -$50.6K -446 -11%
MAM
2655
McLean Asset Management
Virginia
$422K +$5.56K +49 +1%
HPM
2656
Hoxton Planning & Management
West Virginia
$422K -$26.1K -230 -6%
FNA
2657
First National Advisers
Nebraska
$422K -$25K -220 -6%
AIFAIM
2658
American Institute for Advanced Investment Management
Arizona
$421K -$3.29K -29 -0.8%
BW
2659
BIP Wealth
Georgia
$421K -$102K -899 -20%
IIM
2660
InTrack Investment Management
Vermont
$421K -$145K -1,275 -26%
TPM
2661
Triasima Portfolio Management
Quebec, Canada
$421K +$313K +2,755 New
EFG
2662
Ethos Financial Group
Pennsylvania
$421K – – –
DCBT
2663
Dakota Community Bank & Trust
North Dakota
$420K -$20.4K -180 -5%
ICP
2664
Interchange Capital Partners
Pennsylvania
$419K -$865K -7,616 -68%
CWMGP
2665
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$419K +$2.16K +19 +0.5%
BA
2666
Bluesphere Advisors
Pennsylvania
$419K +$227 +2 +0.1%
PA
2667
Perennial Advisors
New York
$418K -$5.68K -50 -1%
NQWM
2668
Northwest Quadrant Wealth Management
Oregon
$417K +$1.14K +10 +0.3%
SG
2669
Somerset Group
Minnesota
$417K – – –
NRC
2670
New Republic Capital
North Carolina
$416K +$34.3K +302 +9%
VV
2671
Verity & Verity
South Carolina
$416K -$300K -2,638 -42%
BDF
2672
Black Diamond Financial
Maryland
$413K +$114 +1 +0%
CTA
2673
Colonial Trust Advisors
South Carolina
$413K -$41K -361 -9%
EP
2674
Edgestream Partners
New Jersey
$413K -$58.4K -514 -13%
GFG
2675
Goldstone Financial Group
Illinois
$413K -$14.2K -125 -3%