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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1676
Adell Harriman & Carpenter
Texas
$1.2M -$323K -3,923 -22%
IWA
1677
Icon Wealth Advisors
Texas
$1.2M -$1.85M -22,419 -61%
SWM
1678
Segment Wealth Management
Texas
$1.19M -$71.2K -865 -6%
CSB
1679
City State Bank
Iowa
$1.19M
CTFG
1680
Capstone Triton Financial Group
Oklahoma
$1.19M +$13.5K +164 +1%
BAAM
1681
Baker Avenue Asset Management
California
$1.19M +$194K +2,359 +20%
RB
1682
Renasant Bank
Mississippi
$1.19M +$299K +3,625 +34%
BSA
1683
Bull Street Advisors
Georgia
$1.19M
TFA
1684
Transamerica Financial Advisors
Florida
$1.18M +$892K +10,829 +330%
MAWA
1685
Moss Adams Wealth Advisors
Washington
$1.18M +$67.2K +816 +6%
BIA
1686
Benchmark Investment Advisors
Illinois
$1.18M +$1.12M +13,545 New
PWPS
1687
Pinnacle Wealth Planning Services
Ohio
$1.18M -$13.6K -165 -1%
WIM
1688
WealthPlan Investment Management
Nebraska
$1.18M +$14.9K +181 +1%
BAM
1689
Brave Asset Management
New Jersey
$1.18M +$55.1K +669 +5%
PHIC
1690
Pine Haven Investment Counsel
Massachusetts
$1.18M +$1.24K +15 +0.1%
KCM
1691
Kanawha Capital Management
Virginia
$1.18M +$12.4K +150 +1%
HCA
1692
Harbour Capital Advisors
Virginia
$1.18M -$22.9K -278 -2%
RIA
1693
Richwood Investment Advisors
Ohio
$1.17M -$38K -461 -3%
AA
1694
Auxano Advisors
Washington
$1.17M +$741 +9 +0.1%
VMMC
1695
V.M. Manning & Co
South Carolina
$1.17M
TNBTD
1696
Trustmark National Bank Trust Department
Mississippi
$1.17M -$824 -10 -0.1%
AC
1697
Apella Capital
Connecticut
$1.17M +$212K +2,579 +23%
HAM
1698
Hedges Asset Management
Nevada
$1.17M +$8.24K +100 +0.7%
AAS
1699
Ameritas Advisory Services
Nebraska
$1.16M -$1.27M -15,380 -53%
PWCM
1700
Processus Wealth & Capital Management
Tennessee
$1.16M -$1.81K -22 -0.2%