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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2326
Aprio Wealth Management
Georgia
$901K +$341K +2,767 +68%
HB
2327
HTLF Bank
Colorado
$899K -$8.38K -68 -1%
ES
2328
Eagle Strategies
New York
$894K -$1.24M -10,047 -60%
MCM
2329
Morton Capital Management
California
$892K +$26K +211 +3%
EFG
2330
Ethos Financial Group
Pennsylvania
$891K -$1.11K -9 -0.1%
FWA
2331
FSM Wealth Advisors
Ohio
$889K -$14.8K -120 -2%
GMFG
2332
Greater Midwest Financial Group
Minnesota
$886K +$593K +4,812 +253%
HA
2333
Harfst & Associates
Wyoming
$885K -$1.14M -9,255 -58%
CSI
2334
Cross Staff Investments
New York
$885K
SCG
2335
Sonata Capital Group
Washington
$884K +$247 +2 +0%
NCM
2336
Neumann Capital Management
California
$882K +$222K +1,800 +37%
WAM
2337
Weatherly Asset Management
California
$880K -$89K -722 -10%
BRA
2338
Bender Robert & Associates
California
$879K -$7.39K -60 -0.9%
ESBC
2339
E.S. Barr & Co
Kentucky
$877K
SIA
2340
Schear Investment Advisers
Ohio
$876K +$420K +3,407 +105%
SPC
2341
Stewart & Patten Company
California
$875K -$129K -1,050 -14%
MPW
2342
Monterey Private Wealth
California
$874K +$12.2K +99 +2%
TFF
2343
The Family Firm
Maryland
$873K +$4.19K +34 +0.5%
PWM
2344
Paulson Wealth Management
Illinois
$868K -$10.8K -88 -1%
BFPW
2345
BOK Financial Private Wealth
Colorado
$866K +$20.3K +165 +3%
KLCM
2346
KG&L Capital Management
Louisiana
$865K +$121K +985 +18%
IAS
2347
Investment Advisory Services
Texas
$865K +$68.8K +558 +9%
IA
2348
IFG Advisors
Missouri
$864K
MC
2349
Mathes Company
New York
$864K
DIM
2350
Delta Investment Management
California
$863K -$3.82K -31 -0.5%