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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
851
Carnegie Investment Counsel
Ohio
$375K +$57.7K +2,120 +23%
SBH
852
Segall Bryant & Hamill
Illinois
$373K -$81.7K -3,000 -19%
SBWIC
853
Schaper Benz & Wise Investment Counsel
Wisconsin
$369K
SHCM
854
Stokes & Hubbell Capital Management
Louisiana
$368K
ZF
855
Zhang Financial
Michigan
$364K -$136K -5,000 -28%
PCM
856
Parsons Capital Management
Rhode Island
$364K -$68.1K -2,500 -17%
HWA
857
Heritage Wealth Advisors
Virginia
$364K
TC
858
Trilogy Capital
California
$363K +$334K +12,280 New
FWCM
859
First Western Capital Management
California
$360K -$180K -6,620 -35%
EF
860
Empirical Finance
Pennsylvania
$360K +$275K +10,110 New
BP
861
Ballentine Partners
Massachusetts
$359K -$67K -2,460 -17%
CPSAC
862
Chas P. Smith & Associates (CPS)
Florida
$359K -$12.3K -450 -4%
BBI
863
Baxter Bros Inc
Connecticut
$359K -$7.08K -260 -2%
HAIM
864
Hunter Associates Investment Management
Pennsylvania
$354K +$27.2K +1,000 +9%
PWA
865
Providence Wealth Advisors
Illinois
$350K +$340K +12,500 New
CA
866
Crewe Advisors
Utah
$346K +$108K +3,950 +51%
CL
867
CPWM LLC
Washington
$346K +$319K +11,710 New
ST
868
Sabal Trust
Florida
$346K +$319K +11,730 New
BW
869
Biegel & Waller
Maryland
$341K
PGIM
870
Pacific Global Investment Management
California
$341K
NP
871
NorthRock Partners
Minnesota
$339K -$48.2K -1,770 -13%
AssetMark Inc
872
AssetMark Inc
California
$336K -$3.61M -132,580 -92%
SS
873
Sunbelt Securities
Texas
$336K +$310K +11,380 New
BAM
874
Belpointe Asset Management
Nevada
$334K +$308K +11,310 New
BW
875
Bison Wealth
Georgia
$332K -$46.3K -1,700 -13%